n8n AI Productivity Business Intelligence
Contributed by Sabrina Ramonov 🍄. From the community directory at agents.sabrina.dev, republished with permission and full credit.
Purpose
This workflow automatically creates Tasks from forwarded Emails, similar to Asana, but better. Emails are processed by AI and converted to actionable tasks. In addition, this workflow is built in a way that multiple users can share this single process by setting up their individual configuration through a user-friendly portal (internal tool) instead of the need to manage their own workflows.
DemoHow it works
One Gmail account is used to process inbound mails from different users. A custom web portal enables users to define “routes.” That's where the mapping between an automatically generated Gmail Alias and a Notion Database URL, including the personal API Token, happens.
Using a Gmail Trigger, new entries are split by the Email Alias, so the corresponding route can be retrieved from the Database connected to the portal. Every Email then gets processed by AI to generate an actionable task and provide a short summary of the original Email as well as some metadata.
Based on a predefined structure, a new Page is created in the corresponding Notion Database. Finally, the Email is marked as “processed” in Gmail. If an error occurs, the route gets paused for a possible overflow, and the user gets notified by Email.
Setup
1. Create a new Google account (alternatively, you can use an existing one and set up rules to keep your inbox organized).
2. Create two Labels in Gmail: “Processed” and “Error”.
3. Clone this Softr template including the Airtable dataset and publish the application.
4. Clone this workflow and choose credentials (Gmail, Airtable).
5. Follow the additional instructions provided within the workflow notes.
6. Enable the workflow, so it runs automatically in the background.
How to use
1. Open the published Softr application.
2. Register as a new user.
3. Create a new route containing the Notion API key and the Notion Database URL.
4. Expand the new entry to copy the Email address.
5. Save the address as a new contact in your Email provider of choice.
6. Forward an Email to it and watch how it gets converted to an actionable task.
Disclaimer
Airtable was chosen so you can set up this template fairly quickly. It is advised to replace the persistence with something you own, like a self-hosted SQL server, since we are dealing with sensitive information of multiple users. This solution is only meant for building internal tools unless you own an embed license for n8n.
Tools used: Gmail, Airtable
Download the workflow template (JSON)
Want this running in your business? KOBA42 builds and operates automations like this one.