Task and Project ManagementPurpose
1.2. Automated syncing ensures all stakeholders are updated in real time, reducing manual data input and minimizing missed deadlines.
1.3. Automating this process eliminates the risk of information silos and ensures that project and task updates, comments, attachments, and statuses are consistent across platforms.
1.4. Automates mapping of email requests, Slack discussions, and PM actions into single, actionable project workflows for agency staff and clients.
Trigger Conditions
2.2. Automator detects new messages or threads in designated Slack channels.
2.3. Task creation, update, or completion in any connected PM tool.
2.4. File attachment, comment, or task assignment update detects automatable actions.
Platform Variants
3.1. Gmail
- Feature/Setting: Watch for new labeled emails using the Gmail API, setup automated filter and push event webhooks.
3.2. Microsoft Outlook
- Feature/Setting: Create mail flow rules, connect to Office 365 Graph API for automating email task extraction.
3.3. Slack
- Feature/Setting: Monitor selected channels/DMs, configure Slack Events API for automation on mentions and keywords.
3.4. Trello
- Feature/Setting: Use Trello REST API to automate card creation, updates, or checklist syncing from emails/Slack.
3.5. Asana
- Feature/Setting: Webhooks and Events API to automate task assignment and status changes from external triggers.
3.6. Monday.com
- Feature/Setting: GraphQL API triggers automation on item creation, status change, or update events.
3.7. Jira
- Feature/Setting: Initialize webhooks to automate issue creation or comment sync from email/Slack inputs.
3.8. ClickUp
- Feature/Setting: Listen for new tasks or comments via ClickUp API, automating push to Slack or email.
3.9. Basecamp
- Feature/Setting: Automated extraction and pushing of To-Dos using Basecamp API based on incoming mail or Slack messages.
3.10. Todoist
- Feature/Setting: Sync incoming automatable email or Slack task descriptions via Todoist REST API.
3.11. Notion
- Feature/Setting: Use Notion API to automate new database entries from emails or Slack action items.
3.12. Wrike
- Feature/Setting: Automated task creation, updates, and comment sync using Wrike API event triggers.
3.13. Zoho Projects
- Feature/Setting: Use Zoho Projects API to automate task sync from email or Slack to project milestones.
3.14. Teamwork
- Feature/Setting: Configure webhooks for automatic updates on tasks and comments from PM tool, email, and Slack.
3.15. Smartsheet
- Feature/Setting: Enable automated row creation/updates using Smartsheet API from email and Slack sources.
3.16. Microsoft Teams
- Feature/Setting: Webhook and Graph API for automating task update flows between Teams and PM platforms.
3.17. Salesforce
- Feature/Setting: Automatically create cases or tasks in Salesforce Service Cloud from emails and Slack using REST API.
3.18. Zendesk
- Feature/Setting: Zendesk API enables automation on new ticket, comment or status update based on PM or email action.
3.19. Google Tasks
- Feature/Setting: Automate new Google Tasks entries from Slack or inbound email using Google Tasks API push.
3.20. Airtable
- Feature/Setting: Sync automatable tasks from email and Slack via Airtable API; automate record creation or status updates.
3.21. ProofHub
- Feature/Setting: Automatically add tasks or discussions in ProofHub using API from triggered email or Slack actions.
3.22. GitHub Issues
- Feature/Setting: Convert actionable emails or Slack threads into automated GitHub issues using Issues API.
Benefits
4.2. Automation ensures higher data accuracy and real-time updates across platforms, optimizing project visibility.
4.3. Enables automators to create audit trails for task updates, enhancing compliance and accountability.
4.4. Automating cross-platform sync accelerates workflow velocity and client responsiveness.
4.5. Automatable processes reduce operational friction, enabling teams to focus on high-value marketing activities.