6 Gmail automation ideas

Unless you live under a rock, you probably get more emails than you know what to do with. Your inbox is perpetually a mix of promotions and newsletters, calendar invites, project update requests from teammates, and even inbound sales inquiries.  

Keeping your Gmail account organized can be tedious—but it's a must unless you want to risk missing important communications. Thankfully, you can use automation to stay on top of your email without spending hours every day on admin. 

Our automatic workflows—we call them Zaps—let you do things like save email attachments, automatically follow up with new leads, comprehensively manage tasks, and even use AI to clean up your inbox. Here's how to automate Gmail.

Table of contents

• Generate a to-do list from your inbox

• Get AI to enrich your email workflows

• Easily save email attachments

• Declutter your inbox

• Send notifications from your inbox

• Follow up with new leads faster

Generate a to-do list from your Gmail inbox

Unless you have a photographic memory, it's practically impossible to keep track of every actionable email, especially if they're left to languish starred or unread in your inbox. And, if you're like me, a clean and efficient to-do list is a must to sleep at night. 

You can set up a Zap to connect your Gmail account to Google Sheets to create lists from specific emails, automatically add labeled emails to your task manager of choice, and more.

Get AI to enrich your email workflows

Do you need a helping hand when it comes to writing email copy that actually converts leads? Or maybe you sift through hundreds of emails every day, labeling them as you go—and you'd like to save yourself the hassle. 

Fortunately, you can use AI to help you do everything from penning emails to generating a daily digest of your emails in Slack. Once you receive a new email, ChatGPT or OpenAI will analyze the content, then carry out the instructions you give it. Finally, it will send the output wherever you need it to go. Here are a few examples: 

Automatically save email attachments

Constantly losing track of email attachments? This is an issue everyone with a Gmail account seems to face. By setting up automatic workflows, you can easily save Gmail attachments to Dropbox, Google Drive, or whichever cloud-sharing app you use. 

You can even save email attachments to specific folders so you can keep your organization streak going with your file management, not just your inbox. 

Declutter your inbox

Unfortunately, your Gmail storage isn't unlimited—which means you'll eventually run out of space. When that happens, you won't be able to use your Google apps until you clear some clutter. 

Instead of waiting for the hammer to drop, use automation to delete unneeded emails as you go. For instance, you can set up filters to watch for and delete promotional and spam emails. Or, maybe you'd like to save attachments to Dropbox, and then delete the original email. Whatever workflow works best for you, these Zaps can help you keep your email inbox tidy and free up valuable storage space. 

Send notifications from your inbox

Working collaboratively with a team comes with its fair share of challenges, with communication often at the top of that list. But with a few pre-set workflows, you can easily turn your Gmail inbox into an effective information-sharing machine. 

For example, you can send an email when a Google Sheet is updated so team members can stay up to date on a project. You can also send emails from your Gmail account to your team chat app of choice, streamlining communication. Or one of my personal favorites: you can send auto-scheduled email updates to your team, minimizing your daily repetitive tasks without sacrificing communication.

Follow up with new leads faster 

You work hard to acquire new leads. From running campaigns across multiple platforms to hosting webinars, you know it's also incredibly important to follow up as fast as possible. If you wait too long to respond—or *gasp* miss their email altogether—there's a decent chance you'll lose a customer. 

Automatically follow up with new leads by sending an email as soon as they show interest. With Zapier, you can set up personalized Gmail auto-responders for instant engagement with a high-intent lead.

The same goes for new customers who sign up for a webinar or subscribe to your newsletter. A simple welcome message can do wonders for your business. With these Zaps, you can automatically send emails in Gmail whenever you get a new subscriber in Mailchimp, for example, or a sign-up to your webinar. 

Take your Gmail inbox to the next level

With Zapier, you can integrate Gmail with the rest of your tech stack and manage your email without the anxiety.

This is just the start of all that you can do with Gmail and Zapier. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now and see what you can create!

This article was originally published in March 2021 by Ellie Huizenga, with previous updates by Elena Alston. It was most recently updated by Nicole Replogle in October 2024.