Gmail and Salesforce automations — Personal Productivity

Ready-made scenarios where Gmail and Salesforce work for you (personal productivity): pick one — a copy appears in your account and runs on its own.

32 scenarios

A new file in storage emails the people who care
Emails from Gmail turn into tasks in Salesforce
Emails from Gmail turn into tasks in Salesforce
Labeled emails from Gmail become tasks in Salesforce
Emails in Gmail turn into Salesforce tasks
Emails from Gmail become tasks in Salesforce
Flagged emails turned into tasks
New emails from Gmail become tasks in Salesforce
Starred Gmail emails become Salesforce tasks
Emails from Gmail become tasks in Salesforce
Deal notes from emails — into your CRM automatically
A morning digest: email, news and tasks in one message
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
Smart auto-replies to routine emails
A daily sprint and time-tracking report, by email
Team-capacity tracking with over-allocation alerts
Urgent emails from key clients, turned straight into tasks
A daily briefing by email: tasks and meetings in one message
A personal AI assistant with a personality
A daily numbers summary — to chat and email
Cross-tool task dependencies, reconciled every night
A daily goals report: what's on plan and what's behind
A personal assistant in your messenger: email, calendar and tasks by voice
Turn action emails into tasks
Daily task summaries and a weekly report by email
An end-of-day report — written by AI and sent for you
Action-emails — straight onto your to-do list
A Salesforce project from a feature description — with tasks and sub-tasks
A personal assistant in your messenger: email, calendar, tasks, expenses
A personal assistant in your messenger: mail, tasks, calendar
A personal assistant in Telegram: tasks, mail, calendar