6 tips to automate your workflows
Our smart workflow automations not only triage your inbox faster but also speed up your team's processes overall.
Create a new workflow automation rule for immediate productivity gains!
Here are 6 ways to cut down the grunt work:
π Set up auto-replies for your shared inboxes
π Auto-assign emails and tasks to specific teammates
π Drive your teammates' attention to crucial emails - move selected conversations to their personal inboxes
π Automatically distribute workload based on your team's availability
π Optimize your pipelines by automatically adding conversations to the right board
β³ Build time-bound rules to improve your customer service
Need help to get started? You'll find all the resources in our Knowledge Base.
Optimize your team's workflows with email templates
At Gmelius, we take the pain out of repetitive tasks, helping you streamline your daily processes.
With email templates in hand, you can easily save time and energy, ensuring consistent communications across all team members.
Don't wait, create a template now.
Here are 3 best practices to help you make the most of our templates:
βββ±οΈ Insert templates and snippets in 1 click with a backslash \ within the body or subject line
ββπ Personalize templates with variables and share best performing templates with your team
ββπ Use existing templates in sequences to automate your company's processes
Get more detailed guidance in our Knowledge Base.
Looking for ways to further optimize your workflows?
π Join us live this Thursday, May 20th at 12pm EDT (6pm CEST).
We'll discuss how to streamline your day-to-day processes with our new Zapier integration.
3 tips to better organize your workload
Is work piling up? Don't panic - our Kanban boards got you covered!
Here are 3 easy-to-apply tips to get started:
1οΈβ£ Distribute and monitor your team's workload by creating Kanban views for your shared labels and inboxes.
2οΈβ£ Collaborating with clients and external partners? Build transparency by integrating Gmelius boards with Trello so that the progress of a project is visible to everyone at any time.
3οΈβ£ Speed up workload distribution by creating smart rules to automatically add conversations to the right board, auto-assign emails to specific teammates, and more.
Stay tuned, as Gmelius boards will soon be available via our Zapier integration. π
Are you ready to better manage your workload?
3 tricks for your Shared Labels that will work like magic
Shared Gmail labels allow you to efficiently organize your project and client communications and collaborate on them as a team in real time.
Here are the 3 tips to help you make the most of your Shared Labels:
π Share an existing label and all its emails at once
It only takes a few clicks:
1) Access your Dashboard
2) Share your Gmail label with the team
3) Hover over the 3-dot icon next to a Shared Label which emails you want to sync with your team
4) Select βSynchronize historyβ
Thatβs it! All prior emails are now visible to your team.
π Organize any project into multiple sub-projects
Exactly as with your parent Gmail labels, Gmelius lets you transform Gmail sub-labels into nested Shared Labels. Here's how.
π₯ Manage Gmail labels from Slack
It only takes a few seconds to synchronize your shared Gmail labels with your Slack channels. Get important email updates and collaborate on emails both from Gmail and Slack. See here how.
Ready to bring email collaboration to the next level? π
Are you ready to become a Boards' champion? πͺ
With Kanban boards being one of the most used Gmelius' features, we're continuously working to make them even better.
Here are a few tips to help you and your team make the most of our Boards:
π Save boards as templates
Have an awesome board that you've put a lot of time and effort into? Simply save it as a template and choose it when creating a new board.
π Star your favorite boards
Easily access your most used boards from the left sidebar of your inbox by clicking the star symbol located on the top right corner of the board icon.
π Easily collaborate on task cards
Collaborate on each task card, just as you collaborate on your emails. Assign teammates, change statuses, add tags, and exchange notes from the right sidebar of your task card.
π€ Add automation power to your boards
Automatically change task statuses or assign tasks to the right team member every time a new task is added to a specific column.
Ready to see these tips in action? Create a new board!
P.S. Would you like to receive more Gmelius pro tips? What should we cover next? Let us know in comments.
Duplicate meeting types in a few clicks
Why build similar meeting invites over and over again?
With Gmelius Meeting Scheduler you don't have to waste your time recreating similar meeting types from scratch.
Whether you need to:
β’ Have various meeting durations
β’ Personalize meeting descriptions
β’ Send different questions ahead of time
β’ Invite candidates for different interviews...
Simply duplicate an existing meeting and make adjustments where needed: meeting details, your availability, or invitee questions.
Ready to create more meeting types in less time?