Let’s take the case where you manage a team and different tasks have to be created in Todoist on a daily basis. You receive emails from your customers, suppliers or any other organization. In order to keep track of every task and assign those to your team members, you have to go through your emails and create tasks in Todoist manually.
What if you could automate this manual process so that you can have more time in organizing and planning your tasks?
Integrating Todoist with Parseur
Parseur is a powerful document processing tool that automates the data extraction from emails and PDFs. The parsed data is sent to any business application of your choice in real-time, helping you to save countless hours of manual tasks.
By integrating Todoist with Parseur, you will be able to automate the manual process of creating tasks from your emails to Todoist.
How does the integration work?
Step 1: Sign up for your free plan and create your Parseur mailbox
Once your account is set up, it’s time to create your Parseur mailbox.
Select “Custom emails (default)” to create your mailbox.
Step 2: Forward your email to the Parseur mailbox
You will receive an email address for the mailbox so that you can forward the email to your Parseur mailbox. The email will arrive in your mailbox within less than 10 seconds.
Step 3: Teach Parseur which data needs to be extracted to send to Todoist
Parseur is a no code tool which means that with zero coding knowledge, you can create as many templates as you want. You don’t need to create any parsing rules as well. Parseur has an built-in library of ready-made templates created for different industries such as real estate, Google alerts, food ordering and property bookings among others.
You can also create custom templates! Every time an email arrives in your mailbox, Parseur will pick up the right template automatically and extract data from it.
Highlight the data that needs to be extracted and create data fields for them.
Once the template has been created, every other similar email that you send to your Parseur mailbox will be automatically parsed. You can also set up an auto-forwarding rule to forward emails automatically.
Step 4: Create Todoist tasks using the parsed email data
In your Parseur mailbox, click on “export”, “Zapier” and search for “Todoist”
Once you clicked on “create Zap”, you will be redirected to Zapier where you can sign in or create an account.
Once your Parseur mailbox has been connected, Zapier will retrieve the parsed data.
Step 5: Connect Todoist with Zapier
You will be asked to sign in to your Todoist account to complete the integration process.
Step 6: Customize the task details to be created in Todoist
You will be able to customize the task using the extracted data from Parseur.
Fill in the data fields and send a test task to Todoist!
Don’t forget to turn the Zap on and, your integration will be completed.
Leave the manual data entry process and increase your productivity!
What is Parseur?
Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.
What is Todoist?
Todoist is a cloud-based service and task manager that helps users to organize their tasks effectively. You can access Todoist on any device as everything stays in sync. Todoist has been ranked as the “best to-do list right now” by The Verge in 2020 and is used by 25 million users all over the world for better planning and collaboration on projects. More about Todoist.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.