Email automation workflows
Each page below is one job you can hand over by forwarding an email with your instructions on top. Browse by the kind of work you need doing.
Setup in 30 seconds.
Tasks & project management
Getting work out of your inbox and onto the board. Tasks, tickets, to-do lists.
Add emails to Smartsheet
A new row, with the details already filled in.
Create Asana tasks from email
Project, assignee and due date set from one instruction.
Create ClickUp tasks from email
A ClickUp task, with its priority and assignee set.
Create Jira tickets from email
Raised in the right project, with type and priority set.
Create Linear issues from email
An issue in the right team, assigned and prioritised from one instruction.
Create Monday tasks from email
A Monday.com item, with its status and owner set.
Create reminders from email
Get a nudge at the day and time you asked for, straight from an email.
Create ServiceM8 jobs from email
Create ServiceM8 jobs from customer emails.
Create Teamwork tasks from email
Send emails to Teamwork.
Create Wrike tasks from email
A task in the right project, assigned and dated from one instruction.
Email to Google Tasks
Send emails to Google Tasks.
Email to Podio
Add emails to Podio as items, tasks and files.
Email to TickTick
Send emails to TickTick.
Email to your to-do list
A to-do on your list, dated in plain English.
Send emails to Basecamp
A to-do on the right project, assigned and dated.
Turn emails into Todoist tasks
A task in the right project, with the due date in plain English.
Turn emails into Trello cards
A Trello card, with the files attached.
CRM & sales
Keeping the CRM current without the typing. New contacts, notes on a deal, follow-ups.
Add emails to your CRM
The email logged as a note on the contact, whichever CRM you use.
Create contacts from email
Turn an email's sender into a contact in your CRM.
Create CRM leads from email
Turn an email enquiry into a lead in your CRM.
Log emails in Attio
Log emails and new people in Attio.
Log emails in Close
Log emails in Close CRM.
Log emails in Copper
A note on the person or deal, found by email or name.
Log emails in Freshsales
A note on the contact or deal, found by their email address.
Log emails in HubSpot
The email on the contact's timeline, logged as a note or a call.
Log emails in Insightly
Logged on the lead or contact, and the follow-up task set.
Log emails in Pipedrive
A note on the person or deal, and the deal moved on if you ask.
Log emails in Salesforce
A note on the contact, found by name or email address.
Log emails in Zoho CRM
A note on the account or deal, with the follow-up task and its due date.
Save emails to Streak
Save emails to Streak boxes.
Files, documents & knowledge
Filing things where the team will find them. Attachments, notes, documents.
Add emails to Airtable
A new record, with the fields already filled in.
Email to cloud storage
File email attachments in your cloud storage.
Email to database
Turn emails into records in your database.
Email to Docusign
An envelope from your template, shown to you before it sends.
Email to OneNote
Turn a forwarded email into a page in the right OneNote section.
Email to SharePoint list
Turn a forwarded email into an item on a SharePoint list.
Email to wiki
Turn emails into pages in your wiki.
Gmail to Notion
Forward a Gmail message and it lands in Notion, with the follow-up set too.
Log emails in Google Sheets
A row added, with the details read out of the email.
Save emails to Box
Send emails or attachments to Box.
Save emails to Clio
Save client emails to Clio matters.
Save emails to Confluence
A new page, filed under the right parent, with the files attached.
Save emails to Google Docs
A new doc from the email, or a few lines added to one you keep.
Save emails to Google Drive
Send emails or attachments to Google Drive.
Save emails to OneDrive
Send emails or attachments to OneDrive.
Save emails to SharePoint
Send email attachments to a SharePoint document library.
Send a document for signature
Send a document out for signature from an email.
Send emails to Coda
Send emails to Coda as rows in your tables.
Send emails to Dropbox
Send emails or attachments to Dropbox.
Send emails to Notion
Your email turns up in Notion as a page or a row, filled in and filed.
Send PandaDoc documents by email
Send PandaDoc documents for signature from email.
Customer support
Emails that turn into support work. Tickets, order notes, feature requests.
Add WooCommerce order notes from email
Put a private note on a WooCommerce order by email.
Create Canny posts from email
Create Canny posts from customer emails.
Create Freshdesk tickets from email
Send customer emails to Freshdesk.
Create Help Scout tickets from email
Send customer emails to Help Scout.
Create Zendesk tickets from email
The customer is the requester, and the email is the first message.
Create Zoho Desk tickets from email
Turn a customer email into a Zoho Desk ticket.
Log emails in Intercom
A note on the customer's profile that only your team sees.
Turn emails into support tickets
A ticket raised with the customer as the requester.
Calendar & scheduling
Anything that needs a slot in the diary. Meetings, invites, reminders.
Create calendar events from email
The date in an email becomes an event, reminder included.
Create meetings from email
Book the meeting an email is asking for: the call and the calendar slot.
Create Outlook calendar events from email
Turn an email into an Outlook calendar event, with the time already set.
Email to calendar
Turn the date in an email into a calendar event, time and guests set.
Accounting & finance
The paperwork that keeps the books straight. Receipts, invoices, bills.
Create an invoice from an email
Turn an email into a draft invoice for your customer.
Email invoices into QuickBooks
Send supplier invoices to QuickBooks.
Email invoices into Xero
Send invoices to Xero.
Email receipts into QuickBooks
Send receipts to QuickBooks.
Email receipts into Xero
Send receipts to Xero.
Send receipts to Ramp
The receipt goes onto the card transaction it belongs to.
Marketing
Getting things published and lists kept up. Posts, updates, subscribers.
Add contacts to Mailchimp from email
The sender added to your audience, tagged. Nothing is sent.
Add emails to a mailing list
Add someone to a mailing list straight from their email.
Email to blog post
Turn an email into a draft blog post on your site.
Email to tweet
Turn an email into a tweet, shown to you in full before it goes out.
Post to WordPress by email
A draft post on your site, never published without you.
Communication
Passing things on to the people who need them. Channels, chats, texts.
Forward emails to Discord
Send emails to Discord.
Forward emails to Microsoft Teams
Send emails to Microsoft Teams.
Forward emails to Slack
Send emails to Slack.
Send a WhatsApp message from an email
Turn an email into a WhatsApp message, shown to you in full before it sends.
Send emails as text messages
A text from your own number, shown to you before it sends.
Send emails to Front
The conversation found, a note left and a teammate assigned.
Developer & technical
Turning reports into work items. Issues, bugs, incidents.
How a workflow works
- Step one
Forward the email
Send it to your ForwardThis address from whatever inbox you already use. Anything attached goes with it.
- Step two
Add your instructions
A simple instruction, in your own words. No syntax and no fields to fill in.
- Step three
It happens in your app
ForwardThis carries it out, reads the result back to confirm it landed, and replies to tell you what happened.
Anything with real consequences is shown to you in full first and waits for your approval. Most jobs can be undone from the reply. Read the guide for how the instructions work.