Learn how to automate sending specific emails from Gmail to Slack using PAB, Channel I, and other integrations in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up Gmail Forwarding to PAB
To automate the process of sending specific emails to Slack, the first step involves setting up Gmail forwarding to PAB. This allows you to forward emails directly from your Gmail account to PAB, where you can process them further.
In your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ tab. Here’s what you need to do:
- Click on ‘Add a forwarding address’ and enter the email address provided by PAB.
- Confirm the forwarding address by clicking the link sent to that email.
- Enable forwarding by selecting ‘Forward a copy of incoming mail to…’.
After saving these settings, your Gmail will automatically forward incoming emails to PAB, setting the stage for further automation.
2. Creating a Workflow in PAB
Now that Gmail is set up to forward emails to PAB, the next step is to create a workflow in PAB. This workflow will filter the emails based on specific keywords related to invoices.
Log into your PAB account and navigate to the dashboard. Click on ‘Create Workflow’ and name your workflow, such as ‘Send Specific Emails to Slack’. Select the appropriate folder for your workflow.
Next, set up the trigger for your workflow:
- Choose ‘Email Parser’ as your trigger application.
- Select ‘New Email’ as your trigger event.
This setup ensures that every new email forwarded from Gmail is processed by PAB for further actions.
3. Filtering Emails for Specific Keywords
Once your trigger is set, the next step is to filter emails for specific keywords using PAB Finance. This allows you to identify which emails are relevant for your finance team.
In the actions tab of your workflow, add a filter action:
Select ‘Filter by PAB’ as your action application. Choose ‘Filter Values’ as your action event.
Set the filter conditions to check for keywords such as ‘invoice’, ‘billing’, or ‘payment’ in the email subject. This filtering will ensure only relevant emails are sent to Slack.
4. Sending Messages to Slack Channel
After filtering the emails, the final step is to send the relevant messages to your Slack channel using Slack. This allows your finance team to receive instant notifications about important emails.
In the actions tab, add another action:
Select ‘Slack’ as your action application. Choose ‘Send Channel Message’ as your action event.
Connect your Slack account to PAB by providing the necessary permissions. Then, select the specific channel where you want to send the messages, such as the ‘PAB Finance Team’ channel.
5. Conclusion
In this tutorial, we demonstrated how to automate sending specific emails from Gmail to Slack using PAB, Channel I, and other integrations. By setting up forwarding, creating workflows, filtering emails, and sending messages to Slack, you can streamline communication for your finance team.
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This integration not only saves time but also ensures that your team stays updated with important financial information. Automate your processes today for improved efficiency and communication!