Emails into tasks
Nothing asked for by email gets forgotten. Requests become tasks with a name and a date, and drop off the list once they're done.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Requests spotted in the inbox
Emails that ask someone to do, send or check something are picked out from the ones that are just for information.
- 02
A task with an owner and a date
Each task says what's needed and who asked. It goes to whoever handles that kind of request, with the date from the email, or your usual turnaround if there isn't one.
- 03
Forwards from the owner included
When the owner forwards something with 'sort this', it lands as a task for the right person instead of sitting in an inbox.
- 04
Ticked off when it's done
When the reply or the attachment goes back to whoever asked, the task closes itself.
- 05
A morning list for each person
What's due today and what's overdue, oldest first.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
It only creates and closes tasks. Nothing goes to a customer or supplier. Anyone can move, reassign or delete a task, and emails it isn't sure about are listed for a quick yes or no.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A customer asks for a copy of their certificate. The accountant wants last quarter's fuel receipts. The owner forwards an email with 'can you sort this?'. Each one gets starred or left unread as a reminder, so the inbox becomes the to-do list and things get done in whatever order someone remembers them.
What we build
- Requests spotted in the inbox
- A task with an owner and a date
- Forwards from the owner included
- Ticked off when it's done
- A morning list for each person
A month in
The inbox stops being the to-do list. Requests get done by date, nothing sits starred for a month, and you can see who's carrying what.
FAQ
Do we need a task app to turn emails into tasks?
No. A shared spreadsheet or the task list that comes with Outlook does the job for most offices. If you'd like something better, we'll suggest a simple one on the call.
Will it make a task out of every email?
No. Newsletters, receipts and FYIs are skipped. In the supervised weeks you mark the tasks that shouldn't have been made, and the rules tighten up.
More for office & admin
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Thirty minutes on emails into tasks. We build its elf with you, live, and you keep it.