This feature allows you to turn incoming emails into actionable tasks—perfect for managing client requests, form submissions, or any incoming workflow that requires follow-up.

Step 1: Go to Workflow Section #

1. Open the Workflow module from the sidebar.
2. Click + Create Workflow in the top-right corner.

Step 2: Define Basic Workflow Settings #

1. Workflow Name: Enter a name (e.g., New Email Received).
2. Workflow Action: Select New Message Received under the Inbox tab.

Step 3: Set a Condition Based on Email Subject #

In the IF section:

1. Select Subject from the dropdown.
2. Choose the condition Contain.
3. Enter a keyword or phrase to match, such as [Contact Form].

This ensures the task is only created when an incoming email subject contains this specific phrase.

Step 4: Add the Task Creation Action #

In the THEN section, choose Create Task and fill in the required task details:

• Select Pipeline: Choose the related pipeline (e.g., Customization onboarding pipeline).
• Select Stage: Choose the pipeline stage (e.g., Prospecting).
• Select Deal: Pick an existing deal or lead the task is linked to (e.g., test).
• Title: Use a dynamic field such as {{email_subject}} to make the task title match the email’s subject.
• Type: Select task type (e.g., To Do).
• Assignee: Choose a team member to assign the task to.
• Select Priority: Choose task priority (e.g., Medium).
• Description: Add context or default content (e.g., Email content). You can manually enter text or use variables.

You can also click + Add Action to include more steps like tagging, replying, or converting the sender into a contact.

Step 5: Save and Activate #

Click Create Workflow. Once active, Taskip will automatically create a task for every matching email based on your rule.

Example Use Case #

Workflow Name: Contact Form Task
Condition:

• Subject contains [Contact Form]
  Action:
• Create Task in Customization onboarding pipeline
• Assign to Nafis Abdullah
• Title: {{email_subject}}
• Priority: Medium
• Description: Email content

This automation ensures that every contact form submission becomes a task for your team to follow up on, no manual effort needed.