Manage Email Your Way: Taskip Rolls Out Flexible Inbox Automation

Managing your inbox shouldn’t feel overwhelming but for many teams, the daily flood of emails can lead to missed opportunities, delayed responses, and productivity bottlenecks. At Taskip, we believe in smarter, simpler workflows that help you stay focused and in control.

That’s why we’re excited to introduce our latest enhancement: Workflow Automation for Inbox. This new feature allows you to automatically organize and manage incoming emails based on custom conditions you define. From sorting messages by sender or subject, to setting specific triggers by time and inbox destination this feature gives you the power to automate repetitive tasks and handle emails more efficiently than ever before.

With Workflow Automation, your inbox becomes more intelligent, responsive, and tailored to your way of working so you can spend less time sorting and more time doing.

What Is Taskip’s Workflow Automation for Inbox?

Workflow Automation for Inbox is Taskip’s latest productivity tool designed to streamline how you handle emails. It allows users to set up rule-based automations that instantly act on incoming messages based on specific criteria. Whether you’re managing high volumes of customer inquiries or internal communications, this feature ensures that the right action happens at the right time without manual intervention.

With this release, you can create personalized automation rules that work behind the scenes to keep your inbox organized, responsive, and aligned with your team’s workflow. These automations respond to various triggers like sender details, subject content, timing, and inbox destination and perform predefined actions such as assigning tasks, labeling messages, or archiving emails.

It’s a smarter way to eliminate repetitive email handling, improve consistency, and ensure nothing falls through the cracks.

Conditions That Trigger Automations

Taskip’s Workflow Automation gives you the flexibility to create intelligent rules that respond to incoming emails based on conditions you define. These conditions act as the “when” in your automation logic allowing the system to recognize exactly when it should take action. Here’s how you can customize them:

By Specific Sender

Target emails from one or more specific email addresses. Whether it’s a VIP client, a team member, or a vendor, you can automate actions for those senders to ensure priority handling.

Example:
If an email is from ceo@company.com, assign it to the leadership team instantly.

By Email Subject

Set conditions based on subject line content using flexible options:

• Matches exactly
• Does not match
• Contains specific words or phrases
• Does not contain certain terms

Example:
If the subject contains “Support Request,” assign it to the support team and tag it as high priority.

By Day and Time

Trigger automations based on specific days of the week and time ranges. This is ideal for after-hours emails or time-sensitive tasks.

Example:
If an email arrives between Friday 6 PM and Monday 8 AM, mark it for review on Monday morning.

By Inbox Destination (To Email Address)

Create automations specific to a particular inbox address—great for organizations managing multiple inboxes for different purposes.

Example:
If the email is sent to sales@yourdomain.com, route it directly to the sales pipeline.

These condition types can be combined to create powerful, context-aware automation flows that match your team’s real-world communication patterns.

Available Actions in the Workflow Automation

Once an email meets the conditions you define, Taskip’s Workflow Automation executes one or more actions automatically eliminating the need for repetitive manual handling and ensuring that your workflows remain smooth and responsive.

Reply to Email

Automatically send a predefined reply to the sender. Ideal for instant acknowledgments, confirmations, or setting expectations.
Use case: Send a thank-you message or acknowledgment for incoming leads or inquiries.

Assign Tag to the Email

Add a specific tag to categorize or identify the email for easier tracking, filtering, or reporting.
Use case: Tag all emails from VIP clients with “High Priority” for quick identification.

Create Task

Generate a task from the email, allowing it to be tracked and managed within your workflow system.
Use case: Turn client requests into actionable tasks for the project team.

Log as Deal Activity

Record the email as part of a deal’s activity timeline, keeping all communication centralized and accessible within the sales pipeline.
Use case: Log emails from prospects as ongoing deal activity for better visibility.

Convert to Deal

Automatically transform an email into a new deal entry within your CRM pipeline.
Use case: Instantly convert pricing inquiry emails into deals for the sales team to follow up.

Convert to Contact

Create a new contact profile based on the sender’s email, helping build your contact database seamlessly.
Use case: Capture and store new leads or networking connections automatically.

Convert to Support Ticket

Turn an email into a support ticket, ensuring customer requests are tracked and resolved within your service workflow.
Use case: Automatically convert product issue emails into support tickets for the help desk.

Delete the Email

Remove the email from the inbox if it matches specific rules. Useful for managing spam or irrelevant communication.
Use case: Automatically delete known spam patterns or repeated promotional messages.

Trigger a Webhook Call

Initiate a webhook to send data or actions to other platforms or tools, enabling deeper integrations and custom workflows.
Use case: Send order confirmation details to an external system or trigger automation in another app.

These actions can be used individually or combined to create powerful workflows that match your organization’s unique processes and email management needs.

How to Set Up Workflow Automation in Taskip

Getting started with Workflow Automation in Taskip is simple. The setup process is designed to be intuitive and flexible, allowing you to create powerful automation rules without technical complexity.

Step 1: Navigate to the Automation Settings

Go to the Inbox module in Taskip and select the “Automation” or “Workflow” tab from the settings menu.

Step 2: Click on ‘Create New Workflow’

Start building a new automation by clicking the “Create New Workflow” button. Give your workflow a clear, descriptive name to help identify it later.

Step 3: Set the Trigger Conditions

Define when this automation should run by selecting one or more of the following conditions:

• Specific sender email address
• Subject line rules (matches, contains, etc.)
• Time and day constraints
• Inbox destination (To email address)

You can combine multiple conditions to create highly specific workflows.

Step 4: Choose the Actions to Execute

Select one or more actions that should be triggered when the conditions are met. Options include replying to the email, creating a task, assigning a tag, converting to a deal, triggering a webhook, and more.

Step 5: Review and Save

Once your workflow is configured, review the summary and click “Save.” The automation will now run automatically based on the defined criteria.

Step 6: Manage and Adjust Workflows Anytime

You can return to the automation dashboard at any time to pause, edit, or delete workflows as your needs evolve.

By following these steps, you can quickly implement automations that improve consistency, save time, and reduce manual work across your team.

Benefits of Using Taskip Workflow Automation

Implementing workflow automation in your inbox doesn’t just reduce manual effort it transforms the way your team operates. Taskip’s Workflow Automation is built to align with real-world team dynamics, empowering you to stay focused on high-impact work while the system handles repetitive tasks in the background.

1. Save Time and Reduce Manual Work

By automating routine tasks like categorizing emails, creating follow-up tasks, or converting messages to deals or tickets, teams can significantly cut down on time spent managing inboxes.

2. Improve Responsiveness

With automated replies, task creation, and support ticket conversion, you can respond to inquiries and client needs instantly improving turnaround times and customer satisfaction.

3. Stay Organized at Scale

Tags, labels, and automatic task creation help ensure that no email gets lost or overlooked, even as your communication volume grows. Every message is processed consistently and efficiently.

4. Customize for Your Workflow

Flexible trigger conditions and diverse action types let you tailor automations to match your team’s exact workflow, whether in sales, support, or internal operations.

5. Minimize Errors and Overlooked Emails

Automated routing and tagging help reduce human error, ensuring that important emails always reach the right team members.

6. Enable Smarter Collaboration

By automatically logging emails as deal activities or support tickets, teams have better visibility into ongoing conversations and shared context leading to more effective collaboration.

7. Create a Proactive System

With webhook triggers, Taskip can be integrated with other tools and platforms, allowing you to extend automation beyond the inbox into your broader workflow ecosystem.

Taskip’s Workflow Automation isn’t just about saving clicks it’s about building a more agile, responsive, and focused team.

Conclusion

In today’s fast-paced work environment, managing email effectively is essential—but doing it manually can slow teams down and lead to missed opportunities. Taskip’s new Workflow Automation for Inbox changes that by giving you complete control over how emails are handled, organized, and acted upon—automatically.

Whether you’re routing support tickets, converting leads, assigning tasks, or cleaning up inbox clutter, this feature empowers your team to work smarter, stay organized, and respond faster. With flexible conditions and a wide range of actions, it’s easy to create automations that align perfectly with your day-to-day workflows.

Start streamlining your inbox today and experience the difference of intelligent, rule-based automation designed with your productivity in mind.

Ready to simplify your inbox? Activate Workflow Automation in Taskip now and take control of your communication flow.