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Summarise an email thread and create tasks

Get an AI summary of a client email thread, turn suggested tasks into real ones, and file the thread on a project.

Updated

Before you start

Steps

  1. Select Inbox and open a thread.
  2. In the AI summary box, click Summarize.
  3. Read the summary. Under individual messages, look for AI suggested task cards.
  4. Click Create task on any suggestion you want. Once created, click View to open it.
  5. To file the thread on a project, click Add to Project, search in Search projects..., pick the project and click Add to project.

What happens next

  • The summary is kept until a new email arrives in the thread.
  • Create task creates a real task, with the title, project, assignees and due date the AI suggested. You'll see the task's name confirmed.
  • A thread added to a project appears in the project's messages for the team, with its attachments.

Good to know

  • Email summaries are free, and they still work when your studio has run out of AI credits. You can ask for 20 an hour.
  • Check a suggested task's project, assignee and date. The AI chooses the project from the client's email address.
  • Creating tasks needs permission to edit tasks.
  • To add a thread to a project you must be on its team (admins always can).
  • To reply, click Reply, type in Write a reply... and send. The reply goes from your Gmail to the last person in the thread.