My first client call of 2025 started with a common problem: "Jamie, I spend more time organizing my inbox than actually working on tasks." A founder was manually copying action items from emails into her task list, scheduling follow-ups, and updating her team

Sound familiar?

I showed her what MY inbox does on its own:

When a client emails me, their message is automatically scanned for action items and deadlines. Those items appear in my task list without me touching a key. Client asked for a proposal? The task is created. Meeting requested? It's on my calendar.

The tool behind this magic is Zapier - think of it as a digital helper that connects your everyday apps. When something happens in one app (like receiving an email), Zapier can make something happen in another app (like creating a task). No coding required.

Here's a real example: Last week, a client emailed me their 2025 marketing goals. Instead of spending time updating my project management system, Zapier read the email, extracted the key points, and organized everything while I was getting coffee. That automation not only saves me hours, but it also saves my sanity because I KNOW that every action item is tracked.

Here’s a visual of what this automation looks like in Zapier:

And this little email automation only took 20 minutes to build!

Want to see how Zapier can work for your business?

  1. Grab yourself a free Zapier account.

  2. Think of one repetitive task that involves moving information from one place to another.

  3. Type your task into Zapier’s template library to search for pre-built solutions.

New to automation?

Drop me an email with your most time-consuming, repetitive task, and I’ll point you to a template that could help.

Still human,

Jamie

P.S.

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