Sign in to your Gmail account and process to trigger setup. Now that you have a test email to work with, go into Zapier and make a new automation.Ĭhoose Gmail as your app, and select “New Email Matching Search”. Step 2: Trigger - New Email Matching Search Once you’ve picked your address, send a test email with that address BCC’d. You can send messages about leads to or send client updates to the purposes of following this tutorial, you can also just use any email address you have access to, but for building an automation you’ll actually use, it’s best to use a contextually appropriate email address. You may want to create an alias or a group in GMail to do something similar.

Action: New Channel Message in Slack Step 1: Designate an address to BCC and Send a Test Emailīefore you start building the automation, you should have an email address in mind that you’ll direct the BCC to.įor our example, we’ll be BCCing to have any email copied into a Slack message. To copy this automation and follow along with our quick tutorial, go to the Zap’s public page on Zapier: Required Softwareģ. In this post, we’ll show you how you can trigger an automation with a simple BCC in an email and copy that email into a Slack message. If triggering an automation is too complex or requires too much effort, you’ll have a hard time getting your team to adopt it. Starting your automation with the right trigger is key to building a helpful automation that people will actually use.

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