Use a Ply automation to capture email and create a task in SmartSuite

Looking to streamline your task management process and automate your workflow? If you haven’t heard of Ply, yet then you need to watch this video and see how well it compliments SmartSuite. Discover the unique features of Ply when combined with SmartSuite to automate task management without ever leaving your inbox!  

In this video, I’ll break down how you can use Ply Automations to pull data from an email and set it up as a task in SmartSuite. I’ll also go in depth on how to Ply system works and how you can gather data from an email, but also from additional points of data. You’ll also see how to properly map data and build custom interfaces to give yourself more flexibility and context when submitting tasks through this form.

In this video, you'll learn about:

• What we want to accomplish with this automation

•  Reviewing our SmartSuite Application

•  Adding a button in a gmail message

•  Using the Ply Builder

•  Gathering a contact list from SmartSuite in Ply

•  Adding a custom user interface

•  Creating option value mode 

•  Mapping data from Ply to SmartSuite

•  Giving the automation a final test

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• SmartSuite
• Ply

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇