Can I auto-label and route emails based on sender, keywords, or intent?

Yes. Set rules for domains, keywords, patterns, or AI intent classification to label, assign, and notify the right owner automatically.

Can inbound emails create CRM leads or update existing contacts?

Yes. Create or update CRM records from new threads, attach the email context, and keep fields like owner, status, and next steps synchronized.

Can you handle attachments like PDFs and invoices?

Yes. Extract key fields, store files in your preferred system, and trigger downstream workflows like approvals, ticket creation, or billing updates.

Does this work for shared inboxes like support@ or sales@?

Yes. Automate triage for shared inboxes, route by topic or priority, and ensure accountability with assignments and escalation rules.

Can I notify Slack or create a ticket when an urgent email arrives?

Yes. Trigger workflows from VIP senders, urgent keywords, or customer tier and automatically notify Slack, create a ticket, or escalate to on-call.

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Automation Intelligence

Gmail + AI Automation

Connect Gmail to 500+ tools and automate workflows without code. Reduce manual work and keep data synchronized everywhere.

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88%

Auto-Triage Coverage

Label, route, and prioritize inbound email

+35%

Follow-up Completion

Prevent stalled conversations with reminders

-22%

Missed Leads

Capture inbound leads and sync to CRM

2×

CRM Capture

Log contacts and conversations automatically

Find Your Challenge

Does this sound familiar?

Pick the challenge you face most often and see how AI solves it.

Your Challenge

Manual work slows everything down

Automate handoffs, routing, and updates around Gmail without writing code

What You Get

Less busywork and faster execution

Your Challenge

Data lives in silos

Sync Gmail with the rest of your stack so every system stays consistent

What You Get

One source of truth across tools

Your Challenge

Teams miss critical events

Real-time alerts surface exceptions and opportunities automatically

What You Get

Act earlier with fewer surprises

Your Challenge

Reporting takes too long

Dashboards and summaries are generated automatically from live data

What You Get

Faster insights for better decisions

Pre-built Gmail workflows

Deploy AI-powered automation in minutes

FinanceDestacado

Automate Expense Approval Process and Eliminate Month-End Chaos

Finance teams lose hours chasing receipts, routing approvals, and manually syncing expenses. This workflow automates the entire expense approval process—from receipt submission to accounting sync—so your team can close books faster with complete audit trails and real-time spending visibility.

Métricas clave

Audit Trail CompletenessProcess Completion RateSLA Compliance

Cuándo usarlo

Expense approvals regularly take more than 3 business days

Finance team of 2-5 people managing 50+ expense reports per month

Integraciones

HR & Recruiting

Automated Employee Onboarding

Streamline new hire onboarding with automated task creation, welcome emails, and access provisioning.

Métricas clave

Task Completion RateSLA ComplianceProcess Completion Rate

Cuándo usarlo

Onboarding new employees

Need to ensure all tasks are completed

Integraciones

Product

Customer Feedback to Product Roadmap

Automatically collect, categorize, and prioritize customer feedback into actionable product insights.

Métricas clave

Satisfaction IndexEngagement VelocityCustomer Retention Rate

Cuándo usarlo

Feedback is collected manually

Need to identify product improvements

Integraciones

Finance

Automate Expense Approval and Cut Processing Time by 80%

Finance teams lose hours chasing receipts, routing approvals, and manually syncing expenses. This workflow automates the entire expense approval process—from receipt capture to accounting sync—so your team can close books faster with complete audit trails.

Métricas clave

Audit Trail CompletenessProcess Completion RateSLA Compliance

Cuándo usarlo

Expense approvals regularly take more than 3 business days

Finance team of 2-5 people managing 50+ expense reports per month

Integraciones

SalesDestacado

Automated CRM Updates from Email

Automatically update CRM records with key information from emails so reps never have to manually log data.

Métricas clave

Data Completeness ScoreWorkflow EfficiencySLA Compliance

Cuándo usarlo

Sales reps spend too much time logging emails

Need to ensure all customer interactions are captured

Integraciones

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FAQ

Gmail integration FAQ

Common questions teams ask when connecting Gmail to workflows.