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Gmail emails

Emails often serve as the starting point for so many workflows - like a request from a colleague to make a presentation from sales numbers they'll email you. Why not save yourself the trouble of having to check for that one email and instead have them automatically forwarded to Workflowy. Then once it arrives, you can start building the presentation outline directly from the email content.

Note: There is a Google policy that prevents and accounts from sending information to many apps, including Workflowy so this template requires a bit more setup to make it work.

Gmail emails

Gmail + Workflowy

Use this zap

How to use this integration

Once you've set this zap up, you'll receive the dull test of any emails sent to your gmail address right in your Workflowy account.

In Zapier

  1. Click 'Use this zap'
  2. Set a custom zapier email address
  3. Click the 'Copy' button to copy your new custom email
  4. Send an email to your new address to complete the test step

In Gmail

  1. Open Gmail 'Settings', then 'Forwarding and POP/IMAP'
  2. Click 'Add a forward address'
  3. Paste the custom zapier email you created
  4. Save changes. Gmail will send a verification email to your Zapier login email
  5. Click the verification link in that email to enable forwarding
  6. Go back to Gmail 'Settings', then 'Forwarding and POP/IMAP'.
  7. In the 'Forward a copy of incoming mail ...' dropdown, choose your custom zapier email
  8. Save changes

In Zapier

  1. Connect your Workflowy account (need your api key?)
  2. Set 'Subject - Body Plain' as the Title and 'From' as the note
  3. Test your zap
  4. Publish your zap