Automation Using Zapier to Never Miss An Email

Missing Emails Can Be Pain in the Butt

How to use Zapier never to miss a client message

Keeping track of all the client messages I get for my staffing agency felt like herding cats.

But then, I stumbled upon Jason's hack to automate his client communications. Steal this for yourself.

Here's how I used Zapier to create a seamless workflow that keeps me on top of client messages and tasks:

  1. I set up Zaps for each Slack message, so when a client reaches out, I can simply hit "Push to Zapier."

  1. The Slack message then zooms over to my Gmail account via Zapier. (You can send it directly to Superlist from Slack, but not if you're in 4 different Slacks like me).

  2. From Gmail, the message forwards to my Superlist inbox, where it pops up as a shiny new task.

  3. Within seconds of pushing to Zapier, the task appears in my Superlist Inbox. When I have a moment during the day, I drag the task to the appropriate list for that client.

With this automation in place, I can finally say goodbye to the chaos of missed tasks and forgotten follow-ups.

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