Classify and save desired new emails to Notion

Navigating the flood of emails and attachments is like trying to find order in chaos, a struggle we're all too familiar with.

Enter our solution, designed to unravel the complexity of email management. This playbook goes beyond mere organization—it identifies emails with precision, gathering them into a structured Notion database. No more drowning in attachments or losing key information in the email abyss.

Whether you're steering project communications, conducting research, or simply craving inbox sanity, this automation is your streamlined ally. Bid farewell to email pandemonium and embrace a workflow that's both organized and efficient.

Let’s set it up!

Step 1: Create a Notion database

The first step is to create a Notion database with the email information you want to save.

Bardeen will extract information from your emails like subject, body, date, sender, classification, classification explanation and pair them with the information from your classifier, once your setup is complete.

Step 2: Install the extension and map the information to Notion

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Notion.

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start.

Bardeen will then prompt you to modify your email classifier. You can choose an existing one or create a new classifier with criteria for your emails. 

After you click “customize classifier”, Bardeen’s classifier configuration will launch. You will be asked questions about your emails. Answer in as much detail as possible. This will ensure that the classifier is more accurate.

After you answer your questions, Bardeen will request that you sort your emails into categories. Your emails will be classified as “important” and “unimportant” based on your descriptions here. For example, I entered “Emails with Invoice” for the important emails and added details. Emails that fit that description will be categorized as “important” and any other emails will be categorized as “unimportant”.

Finally, we recommend that you train your classifier with sample emails to increase accuracy of the results. 

After your classifier setup is complete and you choose your Notion database, Bardeen will ask you to map your fields to Notion.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

Click on “Save Input” and checkmark Notion. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the playbook to classify and save desired emails to Notion

Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to classify and save your email. It will classify all newly received emails based on your classifier. It will then save the important emails to a Notion database.

You can also edit the playbook and add your next action to further customize the automation.

Find more Gmail and Notion integrations.

You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.