EasyMails
View on monday.com$ Pricing
  • Introduction
  • Getting Started
    • Installation
    • Setting Up Your Account
    • Adding EasyMails to Boards
    • Exploring the Dashboard
  • Features Overview
    • Drag-and-Drop Email Template Builder
    • Bulk Email Sending
    • Automation and Workflow Integration
    • Email Tracking and Analytics
    • Multi-Account Integration
    • File Attachments from Items
    • Template Sharing & Ownership Transfer
    • Unsubscribe & Manage Preferences Links
    • Action Button
    • Date and Time Format Customization
    • Email Sequences in Workflows
    • Mirror Column Support in Email Fields, Including CC/BCC
  • How to Use EasyMails
    • Creating and Sending Emails
    • Automating Email Campaigns
    • Managing Email Templates
    • Tracking and Monitoring Campaigns
    • Handling Attachments
    • Scheduling Emails
    • Troubleshooting
    • Using Unsubscribe & Manage Preferences Links
    • Using Mirror Columns in Email Fields, Including CC/BCC
  • Tips and Best Practices
    • Crafting Effective Email
    • Best Uses for EasyMails Beyond Marketing
    • Automating Emails for Productivity
    • Managing Email Contacts
    • Ensuring Privacy & Security
    • Using the Duplicate Template Feature for Consistency
    • Use Unsubscribe Groups to Stay Compliant and Organized
  • Frequently Asked Questions (FAQs)
    • General Questions
    • Installation & Setup
    • Email Sending & Automation
    • Templates & Attachments
    • Email Tracking & Analytics
    • Troubleshooting
    • Pricing & Subscription
    • Unsubscribe & Preferences
    • Adding Preheader Text
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  1. Tips and Best Practices

Automating Emails for Productivity

Use EasyMails automation to save time, boost follow-ups, and build smarter, more efficient email workflows directly within your monday.com boards.

  • Use Status-Based Triggers: Example – When a task status changes to “Approved,” send an email notification to the manager.

  • Schedule Recurring Emails: Automate birthday wishes, anniversary emails, or routine work check-ins.

  • Leverage Smart Templates: Save commonly used emails (e.g., monthly reports, invoices) and reuse them.

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Last updated 2 months ago

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