Automate Ticket Creation in monday.com with Extract

You manage customer inquiries through a shared Gmail inbox. Every time someone reaches out, your team needs to:

  • Manually check for new emails
  • Create a new item in monday.com
  • Copy-paste the sender’s details, email content, and subject line into the board
  • Tag the right team member, update status, and keep tracking manually

It’s repetitive, prone to errors, and eats up your team’s time every day.

Why This Manual Workflow Is Holding You Back

Doing this at scale slows your team down and hurts visibility:

  • Support requests get missed if nobody sees a new email in time
  • Important customer context is lost if email content isn’t fully copied
  • Team velocity suffers because everyone’s spending time on admin, not problem-solving

You need your Gmail and monday.com to sync automatically—and that’s exactly what Extract enables.

The Fix: Gmail + Extract + monday.com Integration

With Extract, you can connect Gmail to monday.com so that:

  • Every incoming email automatically creates a new item
  • Sender’s name, email, and message body are extracted into the board columns
  • Your team always has the full context—no copy-pasting required

Step-by-Step: Connect Gmail to monday.com

  1. Open your monday.com board and go to Integrations
  2. Search for Gmail and select a recipe like:
    “When an email is received via Gmail, create an item in [group]”
  3. Authorize your Gmail account
  4. Choose how to route the emails—by label, sender, or even subject keywords

Step 2: Enable Extract to Auto-Fill Email Details

Once the email becomes an item, Extract can:

  • Auto-populate the Sender Name, Sender Email, and Email Body
  • Parse structured details like ticket numbers or custom fields
  • Update board columns instantly so nothing gets lost in translation

Bonus: Auto-Reply from monday.com

Want to confirm receipt or follow up instantly?

  • Use the “Send Email” column and set a custom auto-reply rule
  • Combine with Extract for full-circle automation—create, extract, respond

Outcomes That Matter

Teams using Gmail + Extract integration report:

  • 80% less time spent on ticket creation
  • Fewer missed emails or duplicate tasks
  • Cleaner workflows across CX, IT helpdesk, sales, and recruiting

This integration is a game-changer for any team that lives in Gmail but manages execution in monday.com.

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