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! 👇

_________________________________________


Learn more at these links: 🔗 👇

Learn the basics of Automation!
https://www.garethpronovost.com/webin...

Sign up for SmartSuite today!
https://partners.smartsuite.com/8ust3...

Upgrade your SmartSuite and get your Swag!
https://form.smartsuite.com/x8zfht5g/...

_________________________________________


Table of Contents: 📖 👇

00:00 - What this video covers
01:56 - What we want to accomplish with this automation
03:04 - Reviewing our SmartSuite Application
04:12 - Adding a button in a Gmail message
06:42 - Using the Ply Builder
07:41 - Gathering a contact list from SmartSuite in Ply
10:30 - Adding a custom user interface
12:43 - Creating option value mode
14:11 - Mapping data from Ply to SmartSuite
16:11 - Giving the automation a final test
17:10 - Final thoughts and How to get more help

_________________________________________


Software Resources (may contain affiliate links): 💻 👇

SmartSuite- https://partners.smartsuite.com/8ust3...
Ply - https://ply.io/?referral=gareth@gapco...
_________________________________________


#nocode #GarethPronovost #smartsuite