Email to Task Workflow Automation Template

More financial-services templates

In the fast-paced financial services industry, it’s easy for important tasks to get lost in the inbox. This template helps you convert emails into tasks, ensuring all tasks are accounted for and completed on time.

Follow the step-by-step guide to identify email categories, choose an automation platform, design and implement a workflow template, and train your staff. Monitor the system's performance and make necessary adjustments to improve efficiency.

Get this template on priority matrix

Email to Task Workflow Automation for Priority Matrix

Email to Task Workflow Automation in Priority Matrix

Convert emails into tasks to streamline workflow and ensure no important tasks slip through the cracks.

You can start using Email to Task Workflow Automation or other Financial-Services Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Immediate and High Impact

  • Choose an Automation Platform
    ☐ Research available automation platforms ☐ Select the one that best suits the company's needs
  • Identify Email Categories and Priorities
    ☐ Define the types of emails that often result in tasks ☐ Identify the priority levels of these tasks

Long-term and High Impact

  • Design the Workflow Template
    ☐ Outline the process of converting an email into a task ☐ Design the workflow template on the chosen platform
  • Implement the Workflow Template
    ☐ Set up the workflow template on the chosen platform ☐ Test the workflow with a variety of email types and priorities

Immediate and Low Impact

  • Train Staff on the New System
    ☐ Organize a training session for staff ☐ Explain the new system and its benefits ☐ Answer any questions and address any concerns

Long-term and Low Impact

  • Enhance Workflow Features
    ☐ Explore additional features or enhancements that could improve the workflow
  • Monitor and Adjust the Workflow
    ☐ Monitor the performance of the new system ☐ Make adjustments as necessary to improve efficiency
  • Regular System Maintenance
    ☐ Perform regular maintenance on the system to ensure it continues to function properly
  • Review Feedback on the New System
    ☐ Collect feedback from staff about the new system ☐ Make adjustments based on feedback
  • System Backup and Recovery Plan
    ☐ Establish a system backup and recovery plan to ensure data is not lost