Managing emails can be a daunting task, but with the right tools and automation, you can streamline the process, save time, and stay organized. Here’s a step-by-step guide to creating an automated email workflow using some powerful tools.

Tools Used:

1. **Gmail or Outlook**: Email clients for receiving and sending emails.

2. Zapier: A workflow automation tool that connects your apps and automates tasks.

3. Trello: A task management tool to organize your tasks and projects.

4. Slack: A communication tool for team collaboration and notifications.

5. Google Sheets: A spreadsheet tool for tracking and reporting.

6. Calendly: A scheduling tool for setting up meetings.

Workflow Overview:

1. Email Sorting and Categorization
2. Automated Responses
3. Task Creation and Management
4. Notifications and Reminders
5. Tracking and Reporting

Step-by-Step Workflow Setup

1. Email Sorting and Categorization

Tools: Gmail/Outlook, Zapier

Setup:

• Gmail Filters:
  • Create filters in Gmail to automatically categorize emails based on keywords, sender, or recipient.
  • Example: Emails from specific clients can be labeled as "Client A".