1.Monitors new folder emails
Integrate Microsoft Outlook and email workflow rules to detect new emails in a folder and qualify fit-off follow-up messages.
Create fit-off follow-up tasks from flagged job emails
Automatically detect new fit-off follow-up emails in Microsoft Outlook and filter them across Simpro and Asana. Create and update follow-up tasks when fit-off phrases match, job references resolve, or tasks need project placementβso you can skip manual triage.
How this automation creates fit-off follow-up tasks
When fit-off follow-up emails land in an inbox folder, delays can stall coordination and work starts slip. This automation filters the message, finds the job in Simpro, and creates and updates Asana tasksβso your team can act on the right job without chasing email details.
Microsoft Outlookor swap with your favorite app
2.Filters for fit-off phrase
Integrate Filter by Zapier and message parsing tools to continue only when the body matches the fit-off trigger phrase.
Filter by Zapieror swap with your favorite app
3.Finds job by reference
Integrate Simpro and job lookup mapping to find the job using the reference parsed from the email subject.
Simproor swap with your favorite app
4.Creates follow-up task
Integrate Asana and task templating to create a duplicate task and add email notes to the task details.
Asanaor swap with your favorite app
5.Updates task project placement
Integrate Asana and project board routing to move the task into the configured project and section and set the owner.
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