1.Detect new mailbox emails
Integrate Gmail and email metadata tools to trigger on new messages and extract dates, thread links, and participants.
Create lender activity entries from sent and received email
Automatically detect new email messages in a monitored mailbox across Gmail. Create and update lender activity records and ops tasks when sent or received lender emails arriveβso you can keep deal context current and avoid manual logging.
How this automation logs lender activity
When new email messages arrive, delays can break visibility into outreach and deal momentum. This automation classifies and enriches email details, matches lenders, creates activity log entries, and creates monday.com tasksβso your team can update CRM context without manual logging.
Gmailor swap with your favorite app
2.Analyze email body for summary
Integrate AI by Zapier and document analysis tools to classify each email and generate a one line summary, type, and deal identifier.
AI by Zapieror swap with your favorite app
3.Find or create lender record
Integrate Zapier Tables and CRM lookup tools to match sender and recipient emails to a lender record and return a lender ID.
Zapier Tablesor swap with your favorite app
4.Create activity log entry
Integrate Zapier Tables and activity reporting tools to create a new row with email metadata, summary, type, and deal reference.
5.Create task when identifier is missing
Integrate monday.com and task assignment tools to create an ops board task with instructions and a link to the original email record.
monday.comor swap with your favorite app
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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