Email & Admin

Turn Emails into Tasks in Notion

Forward emails to turn them into actionable Notion tasks with AI summaries, with a route for each user managed in Airtable.

The Problem

Action items hide inside email threads. Copying them into a task manager is tedious, so tasks get forgotten.

How This Template Solves It

A team forwards emails to a shared Gmail address. The workflow finds the user's route in Airtable, AI agents write a short task title, a description and a detailed summary, and a page is created in that user's Notion database with details to find the original email.

How It Works

  1. 1A Gmail trigger checks for new messages and skips ones already processed, using labels.
  2. 2Reads the route from the receiving address and loads that route's settings from Airtable.
  3. 3One AI agent creates an actionable task and another writes a summary and email metadata.
  4. 4Builds a custom request that creates a page in the user's Notion database.
  5. 5Labels the email as processed, or emails the sender an error with suggestions to fix it.

What You Need

  • A Gmail account that receives forwarded emails
  • An Airtable base for routes
  • Notion access for each user
  • An OpenAI API key

What Stays Under Your Control

  • Users decide which emails to forward.
  • You manage routes and access in Airtable.

Watch Out For

  • Follow the setup steps to copy the Gmail label IDs into the globals node before activating.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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