Contractbook Automations: No more OMF-Gmail frustration with the Gmail Importer

Contractbook's Gmail Importer is an efficient automation tool enabling you to keep your contracts in one organized location.

March 19, 2021

Contractbook Automations: No more OMF-Gmail frustration with the Gmail Importer


If, like me, keeping your email inbox in pristine condition is, well, low on the priority list. Losing count of how many times you have considered “doing it tomorrow” is pretty standard, but by now seven weeks have gone by and you are tempted, oh so tempted, to select all>move to>TRASH the lot. Your hands are over your eyes and you let out an exasperated scream.

Granted not everyone neglects their inbox, some people are super organized and some people's organization skills are borderline anti-social to the point where “I'm sorry I cannot make it tonight I am tidying my emails.” is a phrase you even consider to utter. Nobody should dedicate that amount of time to keeping on top of emails and I am pretty sure this is an out of control obsession.

However, the busier you get the more impossible it becomes to remain fully on top of that task for even the most diligent person.

When are too many emails, actually too many emails?


The answer to this is usually somewhere between last June, and losing that important document that you are sure is "in here somewhere!” Let’s, for argument's sake, say that document is a contract. You had it, you read it, and you made a mental note to do something with it, however, in the midst of an email avalanche it has become one of many lost artefacts potentially confined to the doomed temple - AKA your inbox.

You’re now resigned to doing your very best Indiana Jones impression as you excavate through an endless mine of emails being chased by a big boulder in the guise of that impending deadline. However, you are not Indy, and if that deadline catches you it may crush you - Do not be crushed.


How does Gmail help me with this?

Contractbook has automation at its core in 2021 with the aim of simplifying the manual repetitive tasks in the hope of saving time and eradicating human error. And so, here's an automation tool especially for these moments. It will not stop an actual boulder from squishing you, but this automation will help you avoid losing important contracts which can be equally as messy in its own right when lost.

You have a Gmail account which Contractbook can be synced in a variety of ways with your G-suite, such as Mass Contract Sending whereby Contractbook syncs with Google Sheets extracting predetermined datasets and allowing the creation and distribution of multiple documents. Importantly for you, we also have the electromagnetic Gmail importer.

The Gmail Importer enables Contractbook to extract contracts in your inbox and showcase them in an organized overview on our platform and thus enabling you to find your contracts at any time. You can then add tasks, notes, and ensure they are executed efficiently and professionally. Your first step on this journey is to head over to automate and there we can set up everything and get you on your way. Now you are ready:

Step 1: Head to DOCUMENTS on the navigation bar. Select Gmail importer and login to your Gmail account.



Step 2: Once logged in you can head to SHOW FILTERS and you will be presented with a list of all of your domains where you can choose which ones you would like to download contracts from. Save changes when you have selected the domains.



Step 3: Now click import. We will begin to extract all of the legal documents hidden away in the depths. This could take a while depending on how many emails there are.

You will now be presented with a list of all of the findings including names, dates, attachments, and other basic information such as email addresses.

Step 4: Highlight the contracts you would like to use, and select UPLOAD TO CONTRACTBOOK at the top right of the page.



Put that hat on and crack that whip Indy. You now have a private Gmail folder on your Contractbook account with all of your important contracts - Your own archaeological findings - they're safe right there, and now you probably could select all>move to>TRASH the remaining emails.


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Try out the Gmail Importer for yourself! Organize and streamline your contracts for a more efficient workflow.

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Like what you see here then head over to AUTOMATE and see how else we can help. One last thing, you have heard of Mass Contract Sending, right?! Discuss all of the possibilities now - Book a call.

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