Classify past emails and save to Google Sheets

Are you drowning in a sea of emails, spending valuable time sifting through your inbox to find crucial messages while unwanted ones clutter your digital workspace? It's a common frustration.

Consider a practical solution that effortlessly tackles this email overload. This automation scans and identifies emails within your specified timeframe, categorizing them as either valuable or unwanted based on your unique classifier. No more tedious manual sorting or missing important correspondences.

It also takes the results and securely stores them in a Google Sheets spreadsheet, simplifying your record-keeping process. Whether you're tracking leads, managing subscriptions, or keeping tabs on critical updates, this automation streamlines your email management, freeing up your time for more meaningful tasks.

Bid farewell to email chaos and regain control over your digital communication. It's time to declutter your inbox and optimize your workflow.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Sheets

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets.

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 the emails you want to keep. 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 create your categories. Your emails will be classified based on your categories and descriptions here. For example, I entered “Emails with Invoice” as a category and added a description. Emails that fit that description will be categorized as “Emails with Invoice” and any other emails will be categorized as “unwanted”.

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

Finally, enter the category that will trigger the automation and update your Google Sheets row. For this example, I want all emails with invoices and receipts to be saved in my spreadsheet. So I entered “Emails with Invoice” as the classification I want. This will ensure that only emails that fit this category will be saved to my spreadsheet.

Click on “Save Input” and checkmark Google Sheets and your classifier. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to classify past emails as wanted or unwanted and save to Google Sheets

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 your emails from a timeframe. It will go over every email for the timeframe, categorize them based on your classifier and save the results and classification to a Google Sheets spreadsheet.

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

Find more Gmail and Google Sheets integrations.

You can also find more about how to increase your personal productivity.