Use Cases
- Automatically notify team members in Slack about new client inquiries from Gmail.
- Update financial records in Xero based on email communications.
- Streamline communication and record-keeping for customer support teams.
- Enhance operational efficiency by automating repetitive tasks.
How It Works
Triggers when a new email is received in Gmail. Sets parameters for the information to be shared. Sends a notification to a designated Slack channel. Updates relevant records in Xero based on email content.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gmail Trigger with your email account.
- 3Set up the parameters in the Set node as needed.
- 4Connect your Slack account to send notifications.
- 5Link your Xero account to update records automatically.
Apps Used
Gmail
Slack
Xero
Categories
Target Roles
Tags
#email automation
#slack automation
#process automation