Gmail Automations
Label rules, inbox automation, and Gmail API workflows for sales and support.
6 automations for Gmail
Pick any workflow and we'll build it for you.
VIP Sender Routing
Star and label emails from priority domains.
How it works
Inbound email via Gmail API push notification
Match sender domain to VIP allowlist sheet
Apply Important label and star message
Optional forward snippet to Slack channel
Create CRM activity if matching contact
Append audit log row for compliance review
Invoice Attachment Parser
Extract invoice PDFs to accounting sheet.
How it works
Filter messages with Invoice keyword or PDF attachment
Download attachment to secure storage
OCR or AI extract amount due date vendor
Append row to AP tracker sheet
Notify finance if amount exceeds threshold
Label thread Processed and archive
OOO Delegation Handoff
Cover urgent threads while someone is away.
How it works
OOO label applied or HR webhook vacation start
Look up delegate from coverage mapping sheet
Forward new inbound threads to delegate optional rule
Send auto-reply with delegate contact and SLA
Daily Slack digest of unreplied VIP threads
Remove forwarding when return date passes
Meeting Request Parser
Turn scheduling emails into calendar holds.
How it works
Detect scheduling intent subject patterns
Extract proposed slots via NLP
Create tentative calendar blocks
Reply with Calendly link if no slots parsed
Notify EA Slack if executive mailbox
Log outcome to CRM activity timeline
Support SLA Timer
Escalate unanswered customer threads.
How it works
Label incoming support tag applied
Start SLA timer based on priority column
If breach imminent notify team Slack
Create escalation ticket with thread link
Weekly SLA adherence CSV to CX lead
Archive metrics monthly rollup sheet
Phishing Triage Hold
Quarantine suspicious links for IT review.
How it works
Inbound external link redirect detection sandbox optional
If risk score high move to Quarantine label
Notify IT security Slack channel
Strip attachments to isolated bucket
Release after analyst approval click workflow
Monthly phishing attempt statistics email CISO summary
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