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Synchronizing Condition-Specific Gmail Emails to AITable.ai

In the modern workspace, multitasking across multiple projects translates to an avalanche of emails, each potentially carrying vital information and updates. Filtering emails pertinent to specific subjects, organizing, analyzing, and responding to this influx of information is time-consuming and error-prone. Challenges in information management, inefficiency in manual handling, and the hurdles in information organization and analysis are all too familiar pain points in our everyday professional life.

Now, the combination of AITable.ai and Make brings a solution that automates Gmail email filtering and information organization.

Harnessing the Power of AITable.ai and Make

AITable.ai simplifies workflow automation with a visual database and extends its capabilities by offering connectivity to over 6,000 apps via Albato, Zapier, Make, Pabbly, and Activepieces.

The automation we aim to explore in this article is based on Make, which filters out Gmail emails that meet specific conditions and synchronizes the email content into AITable.ai.

Tutorial: Gmail Email Filtering and Synchronization

To begin, create a datasheet in AITable.ai that includes the email information you wish to sync. This could include the sender’s name, email address, email body, email subject, and any other relevant email information.

Next, launch Make and create a new Scenario. Choose Gmail as the first module and connect your Gmail account. It’s important to note that connecting to Google services for the first time in Make isn’t as simple as clicking ‘Authorize.’ You’ll need to use a custom OAuth client.

Synchronizing Condition-Specific Gmail Emails

Make provides detailed guidance documents and videos that you can refer to for this process: Connecting to Google services using a custom OAuth client.

Once your account is linked, you can fill in the relevant configuration information. Select the mailbox folder you want to sync, choose ‘Gmail filter’ as the filter type. The ‘Query’ field is crucial as it determines your filtering conditions. For instance, if you want to filter emails based on specific words or phrases in the email, Follow this format: “Key words or phrases you want to screen”.

Synchronizing Condition-Specific Gmail Emails

Use Gmail search syntax, for example, to search for messages in the Social category that include an attachment, use ‘category:social has:attachment.’ Further guidance can be found here: Refine searches in Gmail

You can also set how often the search and sync should be executed.

Synchronizing Condition-Specific Gmail Emails

Then, for the second module, select AITable. Connect your AITable account following the provided configuration information. Then, link it to the specific space, datasheet, and view you want to sync.

Synchronizing Condition-Specific Gmail Emails

Next, map the variables from Gmail that you want to sync to the corresponding fields in your datasheet. Save the settings, and your automation workflow is set up.

Synchronizing Condition-Specific Gmail Emails

The Significance of AITable.ai in Automation

AITable.ai is not merely a tool for sending emails or auto-responding. It’s a comprehensive platform capable of handling various automated office operations, significantly enhancing your work efficiency. By embracing automation, you can reduce the time spent on repetitive tasks and increase accuracy and consistency. This approach also helps you cultivate a more organized and efficient workspace.

Don’t let the overwhelming flood of emails bury the ones that matter. Unleash the power of AITable.ai and Make to automate your Gmail email filtering and synchronization. By doing so, you’re not just enhancing your efficiency; you’re revolutionizing the way you manage your emails.

Start your journey with AITable.ai today and transform your email management strategy into a breeze.

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Streamline Your Email Campaigns with AITable.ai

Email marketing remains a robust tool for businesses, offering a direct line of communication to a willing, engaged audience. However, the execution of an effective email campaign can be daunting, particularly when it comes to organizing and sending sequential emails. Whether it’s a 7-day welcome series or a complex drip campaign, the task can be overwhelming.

The key to alleviating this pain is automation, and AITable.ai, in conjunction with Pabbly, offers a compelling solution for automating your email sequence.

AITable.ai: Your Automation Ally

AITable.ai embodies simplicity and efficiency in workflow automation. It features a visual database, providing you with a clear, intuitive view of your workflows. Moreover, it establishes connections with over 6,000 applications via Albato, Zapier, Make, Pabbly, and Activepieces.

The beauty of AITable.ai lies in its ability to master the art of delay, an indispensable tool for managing email sequences. It ensures that your emails are dispatched on a schedule and in the order you desire, thus keeping your campaign on track and your audience engaged.

Automating Email Sequences: A Step-by-Step Guide

To kickstart your automated email sequence, you must first create a datasheet in AITable.ai containing your customer information. The datasheet should include a select column, which you can label as ‘status’, signifying the email’s dispatch status. It should also contain an ’email’ column with the email addresses of your contacts.

automating your email sequence

Next, construct an automation in AITable.ai using the ‘send web request’ feature. This ensures that participant information is accessible to Pabbly. Set the trigger to ‘Record Matches Conditions’, activating the automation when the status changes to ‘sent’.

And then Set the action to ‘send web request.’ Fill in the required information based on the configuration.

In Pabbly, create a new workflow, selecting ‘webhook by Pabbly’ as the trigger. Set the ‘Trigger Event’ to ‘catch webhook’, and copy the generated webhook URL. Return to AITable.ai and paste this URL in the automation settings.

automating your email sequence

Once the data capture is successful, choose Gmail as the next app, with ‘send email’ as the action. Connect your Gmail account and fill in the required fields using the variables captured by the webhook. This step allows you to compose the email using customer data.

automating your email sequence

To create a delay in your email sequence, select ‘Delay’ (Pabbly) as the next app, with ‘Add Time Delay’ as the action. Specify the delay duration as per your campaign’s requirements.

automating your email sequence

Repeat the Gmail setup to send the next mail in the sequence, which will be dispatched after the specified delay.

automating your email sequence

Repeat these steps for as many emails as you need in your sequence. Once set up, this automation workflow will manage your email campaign effortlessly.

The Implications of Office Automation

AITable.ai is more than just a facilitator for email. It’s a game-changer in office automation that significantly boosts efficiency, enabling you to focus on strategic tasks. Whether it’s responding to customer queries with precision, enhancing customer retention rates, or efficiently collecting customer information, AITable.ai has got you covered.

The benefits of AITable.ai extend beyond just saving time and resources. It fosters a more organized, efficient, and productive working environment, paving the way for growth and efficiency.

Embrace the Future of Workflow Automation

Don’t let the potential of your email campaigns go to waste. Harness the power of AITable.ai and Pabbly to automate your email sequences, taking the stress and uncertainty out of marketing. The future of workflow automation is here, and it’s revolutionizing how we manage our email campaigns.

Start your journey towards efficient email today.

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Mastering Automated Email Sending in AITable.ai for Gmail Users

In the realm of workflow automation, the ability to send automated emails is an unquestionable game-changer. Not only does it save time and resources, but it also creates an incredible opportunity for increased productivity and efficiency.

However, it’s not as straightforward as it sounds, especially for Gmail users who wish to harness the power of automated email sending in AITable.ai. Certain additional settings are required, which, if not set up correctly, could prevent you from experiencing the full benefits of this functionality.

This article aims to guide you through the process, ensuring you can effortlessly navigate this aspect of AITable.ai.

Setting Up AITable.ai’s Send Mails Action

AITable.ai is an incredibly resourceful tool that allows you to construct diverse automated workflows. When setting up automation in AITable.ai, one of the actions you can choose is ‘send mails’, which requires connecting your email account. This involves three main settings: SMTP Server, Username, and Password.

Finding the SMTP Server for your email service is relatively straightforward – a quick online search should provide the information you’re after. For most email services, simply filling in the Username (your email address) and Password would suffice. However, Gmail users need to take additional steps to connect their accounts successfully.

Enhancing Email Flexibility with Gmail POP and IMAP Settings

Setting up POP (Post Office Protocol) and IMAP (Internet Message Access Protocol) for your Gmail account can significantly enhance your email management flexibility. This includes offline access, synchronization across multiple devices, and integration with other tools and software.

Setting up IMAP:

  1. Open Gmail.
  2. Click on the gear icon (Settings) and select “See all settings”.
  3. Navigate to the “Forwarding and POP/IMAP” tab.
  4. In the “IMAP Access” section, select “Enable IMAP”.
  5. Save your changes.

Setting up POP:

  1. Open Gmail.
  2. Click on the gear icon (Settings) and select “See all settings”.
  3. Navigate to the “Forwarding and POP/IMAP” tab.
  4. In the “POP Download” section, choose either “Enable POP for all mail” or “Enable POP for mail that arrives from now on”.
  5. Save your changes.
Automated Email Sending in AITable.ai for Gmail Users

Gmail SMTP Settings: A Step-By-Step Guide

Here’s the important part.

To use Gmail’s SMTP server for sending emails through AITable.ai, ensuring that your Google account has two-step verification enabled is absolutely essential. This adds an extra layer of security, making it more difficult for potential intruders to gain access to your account.

Automated Email Sending in AITable.ai for Gmail Users

After enabling two-step verification, the next step is to set up an App Password. This can be done by visiting: https://myaccount.google.com/u/6/apppasswords?gar=1

Automated Email Sending in AITable.ai for Gmail Users

Once there, follow the prompts to generate a 16-digit App Password. This password should then be copied and pasted into the password field in AITable Automation, replacing your login password. It’s important to remember to remove any spaces in the password.

Leveraging Connectors for Enhanced Email Sending Functionality

To fully harness the potential of AITable.ai‘s automated email sending feature, utilizing connectors like Make can be incredibly beneficial. These connectors enable the seamless integration of AITable.ai with Gmail, along with over 6000+ other apps.

However, it’s important to note that the setup process is not as simple as authorizing third-party access. In fact, using Make requires additional settings within Gmail that are different from the ones mentioned earlier in this article. For a more comprehensive guide on how to set up email sending, including CC settings, you can refer to Make’s official documentation: https://www.make.com/en/help/app/gmail

Automated Email Sending in AITable.ai for Gmail Users

Conclusion

Automated email sending in AITable.ai holds immense potential for Gmail users. Despite the need for some additional steps, the process is straightforward and manageable. By following the guidelines in this article, you can unlock powerful automation features, streamline your CRM and project management, and open up new possibilities for growth and efficiency.

Embrace the power of AITable.ai and Gmail today, and elevate your workflow automation to new heights.

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