1.Monitors new inbox emails
Integrate Gmail and email inboxes to capture matching monthly emails, so you can create report record inputs.
Create client report records from monthly inbox emails
Automatically monitor new email in inbox across Gmail and Podio. Create and update when report emails arrive, report emails include attachments, or subjects match keywords—so you can store report files, create project records, and capture review notes without manual file handling.
How this automation creates client report records
When monthly report emails arrive without a consistent place to store files, reviews stall and records get missed. This automation captures inbox email attachments and subjects, filters qualifying messages, and creates project records in Podio—so your team can review reports faster.
Gmailor swap with your favorite app
2.Skips non qualifying emails
Integrate Filter by Zapier and subject keyword rules to continue only for attachment based report messages.
Filter by Zapieror swap with your favorite app
3.Creates project item
Integrate Podio and project record fields to create an item with report title, files, and sender date notes.
Podioor swap with your favorite app
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ステップ 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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