Sortd’s automations provide simple and powerful features to customize your personal or team workflows without manual intervention. You can use automations to move emails to boards, create and assign tasks, update task details, and now use AI to assess items on your boards.


With automations you can:


  1. Automatically move items from your mailbox or a shared inbox onto any shared board
  2. Automatically create tasks
  3. Automatically assign or delegate tasks
  4. Automatically move tasks between lists
  5. Automatically update task properties
  6. Use AI to set the status, sentiment, or urgency of items on your boards


Note: Automations are available on paid plans & during trials: Some automation & AI features depend on your Sortd plan. You canview the latest plan details here: https://www.sortd.com/pricing. Automations are available on all boards except on your Personal board. 


Getting Started with your first automation, follow these steps:


Step 1.  Click on Automations on the top left of Sortd



Step 2. Select the team (in blue) that contains the board that you want to apply the automation to



Step 3. Click New Automation on the top right


How to set up your your first automation:


In this first example we will move an email from from a shared mailbox (e.g. support@xyz.com) onto a shared team board.  So, if you have emails like sales@company.com or support@company.com arriving in your inbox, you can push those emails onto a shared board and  allow your team to delegate and track work collaboratively.


Step 4. Define what action triggers the automation:



You can enter any email address to trigger the automation, even if you are not currently signed into that mailbox.  This can be your own email address or another email address.  


If you are signed into Gmail with the email address that you specified above, you will not be required to verify the email address again. If you are not signed into that mailbox, a Gmail window will pop-up and Google will ask you to enter a password to verify that you are authorized to access that mailbox.


Step 5. Define how you want the automation to act.  Here is a common example below:



That's it, you are all set!


Using AI in Sortd Automations


Sortd also supports AI actions in automations. These allow you to automatically assess items on your boards and update fields such as status, sentiment, or urgency.


AI actions are available in the Then section when creating an automation.

You can use the following AI actions:

  • Set status with AI
  • Set sentiment with AI
  • Set urgency with AI

AI actions can be triggered when:

  • An item is added to a board
  • A reply is received on an email thread in a task
  • A reply is sent from an email thread in a task


For example, you could create an automation that checks new replies on your Customer Support board and automatically sets the urgency or sentiment using AI.


To learn more about using AI actions in automations, see:

Using AI actions in Sortd Automations 


Related Articles -

Using Automations to Collaborate on a Shared Email Account

Using Automations to Collaborate on a Google Distribution list



Troubleshooting


For more help log a ticket or email team@sortd.com..  Please note that automations are available only to paying users or users in a trial.