Use this workflow to automatically organize or tag conversations when someone replies to a previous message. Great for keeping follow-ups in check without lifting a finger.

Step 1: Go to the Workflow Section #

• On the left sidebar, click Workflow.
• Click the + Create Workflow button at the top right.

Step 2: Choose the Trigger Type #

You’ll see a popup titled Create Workflow.

1. Enter a name for your workflow (e.g., Follow-Up Replies).
2. Under the Inbox tab (selected by default), choose the first option:
   • Received New Reply
   • Description: “Move conversations sent from person, address or number”

This is the blue card with an envelope + arrow icon (highlighted in red in your image).

Step 3: Define Conditions (If) #

After selecting “Received New Reply,” you can define specific conditions:

• Example: If the subject contains [Contact Form] or
• If sender is a specific email address or team member

This helps you narrow down exactly which replies should trigger the workflow.

Step 4: Define What Should Happen (Then) #

Now decide what Taskip should do when the conditions are met:

• Assign a tag (like Follow-Up)
• Move to folder or Assign to team member
• Trigger internal notification

You can add more than one action to streamline your process even further.

Step 5: Save and Activate #

• Once everything looks good, click Create Workflow.
• Ensure the workflow is marked Active from the workflow dashboard so it starts working immediately.

Use Case Example #

Workflow Name: Client Follow-Up Replies
When: A contact replies to an email
Condition: Sender’s address contains @clientdomain.com
Action: Assign tag Priority and notify the assigned team membe