Learn how to automate sending specific emails from Gmail to Slack using PAB and Channel I in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Gmail Forwarding to PAB

To start using PAB for automating email forwarding, you need to set up Gmail to forward specific emails to PAB. This involves accessing your Gmail settings and configuring the forwarding address.

First, log into your Gmail account and navigate to the settings by clicking on the gear icon. From there, select ‘See all settings’. In the settings menu, go to the ‘Forwarding and POP/IMAP’ tab. Here’s what you need to do:

  • Click on ‘Add a forwarding address’.
  • Enter the email address provided by PAB.
  • Confirm the forwarding address by clicking the confirmation link sent to PAB.

After confirming, return to Gmail settings and enable the option to forward a copy of incoming emails to the newly added forwarding address. Save your changes to complete the setup.

2. Creating a Workflow in PAB

Now that Gmail is set up to forward emails, the next step is to create a workflow in PAB. This workflow will filter incoming emails based on specific keywords and send them to your Slack channel.

Log into your PAB account and click on ‘Create Workflow’. You will need to name your workflow, for example, ‘Send Specific Emails to Slack’. Select the folder where you want to save this workflow.

  • Choose ‘Email Parser’ as the trigger application.
  • Set the trigger event to ‘New Email’.

This setup allows PAB to recognize when a new email is received and begin processing it according to the defined workflow.

3. Filtering Emails for Slack Notifications

With the workflow created, the next step is to filter the emails that will be sent to Slack. This is where PAB Finance comes into play by identifying specific keywords in the email subject.

In the workflow, add an action step by selecting ‘Filter by PAB’. Set the filter type to ‘Contains’ and specify your keywords such as ‘invoice’, ‘payment’, and ‘billing’. This ensures that only relevant emails are processed.

Map the email subject from the email parser response. Add multiple conditions for different keywords using the ‘Or’ condition option.

After setting the filters, test the configuration to ensure that it correctly identifies the emails containing your specified keywords.

4. Sending Filtered Emails to Slack

Once the filtering is set up, the final step is to send the filtered email details to your Slack channel. This is done by adding another action step in your PAB workflow.

Select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account and select the channel where you want to send the messages, such as your finance team channel.

Map the email details like sender name, email subject, and content to the Slack message. Ensure to format the message clearly for your team.

Test the action to confirm that the message is sent to Slack as expected. This will automate the process of notifying your finance team about new invoices or payments.

5. Conclusion and Benefits of Automation

In this tutorial, we explored how to automate sending specific emails from Gmail to Slack using PAB and Channel I. By setting up email forwarding, creating a workflow, filtering emails, and sending them to Slack, you streamline communication with your finance team.

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This automation not only saves time but also ensures that your team is promptly informed about critical emails, leading to better management of invoices and payments. Implementing this system with PAB can significantly enhance your operational efficiency.