Integrationsarrow_forwardAttio Integrationsarrow_forwardAttio + Gmail Integrationsarrow_forward
How to automatically create a task in Attio every time an email is sent in Gmail

How to automatically create a task in Attio every time an email is sent in Gmail

Relay.app is an automation tool that lets you automate actions across Gmail, Attio, and many other apps. In this guide, we'll show you how to automatically run the “create task” action in Attio for each email sent in Gmail using Relay.app.
Try it in Relay.app
Gmail logoGmail > Attio
Trigger
Last triggered
Gmail logoEmail sent
Attio logoCreate task
1

Set the Gmail trigger as “Email sent”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Gmail trigger to initiate your playbook's actions every time an email is sent. Click "Add trigger" in your playbook and choose "Email sent" from the dropdown menu under Gmail.

If you still need to connect your Gmail account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Create task” step in Attio

Integrate the Attio automation into your playbook to ensure the prompt creation of a task in Attio every time an email is sent in Gmail.

Click the "Add step" button, then locate the "Create task” automation for Attio and input the mandatory and relevant details.

If your Attio account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Attio account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a task in Attio every time an email is sent in Gmail without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Learn more about
See all appsarrow_forward
Gmail integrations
Gmail
More info
Attio integrations
Attio
More info

Related blog posts

See all blog posts ➔
Tutorials

How to Send a Mail Merge from Notion

Learn how to automatically send a mail merge from Notion. Instead of sending emails one by one, you can automatically send emails for every person in a database.
Jacob Bank
Jacob Bank
Jul 10, 2024
Tutorials

How to Use AI to Automatically Draft Email Replies

Learn how to automatically use AI to draft replies to common emails.
Jacob Bank
Jacob Bank
Jun 17, 2024
Guides

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors
Whitney Hazard
Whitney Hazard
Apr 17, 2024
Automation Ideas

How to build an automated Attio CRM

Attio is the new CRM on the block, offering unmatched flexibility and customization for teams. Let's look at how to build a CRM with Attio—and level it up with Relay.app's automations.
Jacob Bank
Jacob Bank
Apr 4, 2024
Automation Ideas

8 Gmail automation ideas to save hours each week

Simplify your work and life with these superpowered gmail automations.
Jack Delaney
Jack Delaney
Feb 19, 2024

More how-to guides featuring Gmail and Attio

See all how-to guides ➔
Attio iconarrow_forwardGmail icon

Automatically send an email using Gmail every time the status of a record changes in an Attio list

Tired of the constant struggle to keep your team updated whenever a record status changes in your Attio list? Say goodbye to the chaos of manual notifications and hello to seamless communication with Relay.app! Imagine a solution that automatically sends out Gmail emails the moment a record status up
Try it
Attio iconarrow_forwardGmail icon

Automatically send an email via Gmail every time a record is added to an Attio list

Are you tired of manually sending emails whenever a new record is added to a specific Attio list? Say goodbye to the hassle and hello to efficiency with Relay.app! Imagine a world where Gmail notifications are triggered automatically, ensuring no new record goes unnoticed, and communication remains t
Try it
Attio iconarrow_forwardGmail icon

Automatically create a draft in Gmail every time a record's status changes in Attio

Are you tired of manually updating email drafts to match your CRM records? Say hello to a game-changing solution that synchronizes your Attio records with Gmail drafts seamlessly. Relay.app is the ultimate tool that streamlines communication processes and ensures that your emails are always up-to-dat
Try it
Attio iconarrow_forwardGmail icon

Automatically send an email using Gmail every time a new record is created in Attio

Are you drowning in a sea of new data entries, struggling to keep up with email correspondence? Say goodbye to manual email notifications and hello to effortless automation with Relay.app! Imagine this: every time a new record is created in Attio, Relay.app springs into action, automatically generati
Try it
Gmail iconarrow_forwardAttio icon

Automatically update a list entry in Attio every time an email is sent in Gmail

Tired of the never-ending battle to keep your CRM system updated? Picture this: you're bombarded with emails flooding your inbox, each one representing a potential update to your client records. But with the sheer volume, keeping track is impossible, leading to missed opportunities, frustrated client
Try it
Gmail iconarrow_forwardAttio icon

Automatically update a record in Attio every time an email is received in Gmail

Struggling to keep your customer records current and accurate in your CRM system? Managing a flood of incoming emails can quickly become overwhelming, leading to missed opportunities and disorganized data. But fear not because Relay.app is here to transform your workflow. With Relay.app, you can auto
Try it
Gmail iconarrow_forwardAttio icon

Automatically update or create a record in Attio every time an email is sent in Gmail

Are you tired of constantly toggling between your Gmail inbox and your CRM platform, manually updating records with every email sent? Say goodbye to wasted time and hello to streamlined efficiency with Relay.app! With this powerful tool, every email you send via Gmail automatically updates or creates
Try it
Gmail iconarrow_forwardAttio icon

Automatically add a record to an Attio object every time an email is sent in Gmail

Struggling to keep track of important email communications and maintain accurate records in your CRM? Say goodbye to manual data entry and hello to effortless synchronization with Relay.app! With this innovative tool, every outgoing email you send from Gmail automatically becomes a new record in Atti
Try it
Gmail iconarrow_forwardAttio icon

Automatically updating or creating records in Attio every time an email is received in Gmail

Are you struggling to keep your customer data organized and up-to-date across multiple platforms? Say goodbye to data discrepancies and hello to seamless synchronization with Relay.app! With this powerful tool, every incoming email in your Gmail inbox automatically updates or creates records in Attio
Try it
Gmail iconarrow_forwardAttio icon

Automatically add a comment to a record in Attio every time an email is received in Gmail

Are you drowning in a sea of emails, struggling to keep track of important information and follow-up tasks? With the constant barrage of messages flooding your Gmail inbox, staying organized can feel like an uphill battle. But fear not! Relay.app is here to revolutionize your email management and str
Try it
Attio iconarrow_forwardGmail icon

Automatically send an email via Gmail every time the record status changes in Attio

Struggling to keep up with the constant influx of updates to your Attio records? Imagine a solution where every change triggers an automated response, saving you time and ensuring no important detail slips through the cracks. With Relay.app, you can effortlessly synchronize Attio record status update
Try it
Gmail iconarrow_forwardAttio icon

Automatically update a list entry in Attio every time an email is received in Gmail

Are you tired of wasting time switching between your email and CRM system to keep records up-to-date? Relay.app is here to help! With this tool, you can effortlessly update your Attio list entries with every incoming Gmail email. This means you can say goodbye to manual updates and hello to increased
Try it
Attio iconarrow_forwardGmail icon

Automatically send a draft email from Gmail every time a record's status changes in a list in Attio

Are you tired of the endless back-and-forth emails trying to keep everyone in the loop whenever an Attio record undergoes a status change? Imagine a solution that automatically sends out timely notifications via Gmail, ensuring everyone stays informed without the hassle of manual updates. With Relay.
Try it
Attio iconarrow_forwardGmail icon

Automatically send a draft email using Gmail every time a record is created in Attio

Tired of juggling between Attio and Gmail to ensure seamless communication? Say goodbye to the chaos and hello to efficiency with Relay.app! Imagine a world where draft emails are automatically generated in Gmail every time a new record is created in Attio. No more switching between platforms, no mor
Try it
Gmail iconarrow_forwardAttio icon

Automatically add record to an Attio object every time an email is received in Gmail

Struggling to keep up with the influx of emails flooding your inbox? Say goodbye to the chaos of manual data entry and hello to a streamlined organization with Relay.app! Ever feel overwhelmed by the sheer volume of emails you receive daily? Managing important communications and keeping track of cruc
Try it
Attio iconarrow_forwardGmail icon

Automatically create a draft in Gmail every time a record is added to a list in Attio

Are you tired of manually drafting emails for every new record added to your Attio lists? It can be a tedious task that involves copy-pasting and formatting. But with Relay.app, you can streamline your communication process and stay ahead of your follow-ups without any hassle. Relay.app allows you to
Try it
Attio iconarrow_forwardGmail icon

Automatically send a Gmail draft every time a record's status changes in Attio

Are you tired of constantly monitoring your Attio database for record updates and manually drafting and sending emails through Gmail to notify your team? Say goodbye to this tedious process with Relay.app! Experience the power of automation as Relay.app seamlessly integrates with Attio to send Gmail
Try it
Attio iconarrow_forwardGmail icon

Automatically send a draft email with Gmail every time a record is added to a list in Attio

Are you tired of the disconnect between your data management and communication tools? Say goodbye to disjointed workflows and hello to streamlined efficiency with Relay.app! Picture this: every time a new record is added to your Attio list, Relay.app seamlessly generates Gmail drafts, ensuring that n
Try it
Attio iconarrow_forwardGmail icon

Automatically create a draft in Gmail every time a record changes status in a list in Attio

Are you drowning in the chaos of manual email drafting every time an Attio record changes status? Bid farewell to the time-consuming task of composing emails from scratch and welcome the era of effortless workflow management with Relay.app! Imagine a world where Gmail drafts are created automatically
Try it
Gmail iconarrow_forwardAttio icon

Automatically add a comment to a list entry in Attio every time an email is received in Gmail

Struggling to keep your CRM activities organized and your client communications on track? With Relay.app, you can revolutionize the way you manage your email interactions and CRM updates. Say goodbye to the chaos of manual data entry and hello to seamless synchronization! By automatically adding comm
Try it
Gmail iconarrow_forwardAttio icon

Automatically add a comment to an Attio list entry every time an email is sent via Gmail

Are you drowning in the overwhelming sea of email communications while trying to keep your CRM up to date? Say goodbye to the tedious task of manual data entry and hello to automated efficiency with Relay.app. Picture this: every time you send an email via Gmail, Relay.app seamlessly sends comments t
Try it
Gmail iconarrow_forwardAttio icon

Automatically update Attio record every time an email is sent in Gmail

Struggling to keep your customer records organized and up-to-date with the constant influx of email communications? Imagine the frustration of manually updating your CRM system every time you send an email, risking errors, delays, and missed opportunities along the way. But fear not because Relay.app
Try it
Gmail iconarrow_forwardAttio icon

Automatically add a comment to a record in Attio every time an email is sent in Gmail

Are you tired of the endless cycle of searching through your inbox to track down important customer interactions? With Relay.app, say goodbye to the frustration of scattered email communications and hello to streamlined organization. Imagine effortlessly logging every email activity in Attio, ensurin
Try it
Gmail iconarrow_forwardAttio icon

Automatically create a task in Attio every time an email is received in Gmail

Feeling overwhelmed by the constant influx of emails flooding your Gmail inbox? Keeping track of important tasks and action items buried within the chaos can be daunting. But fear not! With Relay.app, you can revolutionize your email management and task organization effortlessly. Say goodbye to the s
Try it

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Try Relay.app for free
Background imageBackground image