Set it once, automate forever
Create custom rules and workflows that run on autopilot. Assign tasks, add tags, send notifications, and organize work — all without lifting a finger.
Automation Rule
WHEN
Email subject contains "urgent"
THEN
✓ Set priority to High
✓ Assign to Team Lead
✓ Send Slack notification
✓ Add tag "Urgent"
What you can automate
Auto-Assignment
Automatically assign tasks to team members based on keywords, sender, or project tags.
Example:
If email contains "design", assign to Design Team
Smart Tagging
Add tags and labels automatically based on email content, sender, or priority level.
Example:
If from [email protected], add tag "Client Work"
Conditional Workflows
Create if-then rules that trigger actions based on multiple conditions.
Example:
If priority is High AND due date is today, send Slack notification
Recurring Tasks
Set up tasks that repeat daily, weekly, or monthly with custom schedules.
Example:
Create "Weekly Team Sync" task every Monday at 10am
Real automation workflows
Trigger
Email contains "invoice"
Actions
- Assign to Finance team
- Add tag "Billing"
- Set priority to High
- Set due date to 3 days from now
Trigger
Task is marked complete
Actions
- Send thank you email to client
- Archive related emails
- Update project status in dashboard
- Notify project manager
Trigger
Task is overdue by 2 days
Actions
- Send reminder to assignee
- Escalate to manager
- Add tag "Overdue"
- Log in audit trail
Why teams love automation
Save Hours Weekly
Eliminate repetitive manual work like assigning tasks, adding tags, and sending notifications.
Reduce Errors
Consistent, automated processes mean fewer mistakes and nothing falls through the cracks.
Scale Effortlessly
Handle more work with the same team size by automating routine tasks and workflows.