Cooperation with G Mail

An add-on called Smartsheet for GmailWithPaste the contents of Gmail into Sheet on SmartsheetCan beWhen sharing important emails within a group, we often use forwarding, but it is not shared with later members.If you paste it on the related sheet with the add-on, even members who have not received the email can check the contents.

Let's take a look at the process of installing an add-on from Google Workspace Marketplace and pasting the content of an email into a specific sheet.

First, install the add-on.
This is when installing from the marketplace.
If you search with Smartsheet in the marketplace, it will be displayed as a candidate, so select it and install it
This is when installing from the side panel for Gmail add-ons
This is when adding from the side panel of the Gmail add-on.

Here, let's paste the contents of the email into a simple sheet like the one below.
Sheet to attach the contents of Gmail

First, launch the add-on from the side panel of Gmail.
Assuming you have the following email in Gmail, click the Smartsheet add-on icon from the add-on side panel.
The smart sheet logo is attached to this email.

The add-on side panel will change as shown, so select the sheet where you want to paste the email.
Sheet selection can be done by SEARCH search, workspace selection, or even recently used sheet Recent sheets selection.

Here, depending on the search method, enter Gmail, press the SEARCH button, and select the Gmail add-on usage example that appeared as a candidate.
Sheet selection is done by SEARCH search.Candidates will appear, so select them.

The screen will change to the one shown below. Select Add a row.
You can select an existing row as shown, or you can select which field to enter in the Select column.

The content of the email will be displayed as shown below, so press the APPLY CHANGES button.
If there are attachments, they will be displayed in Attachments, so make sure the button is turned on.

You will see that the addition has been completed as shown in the figure below.
This means limiting the country column to country data in another Region sheet.

Looking at the targeted sheet, a new row has been added.
This means limiting the country column to country data in another Region sheet.
Click the conversation icon on the left to see the content of the email in the side panel on the right.
Similarly, if you click the attachment icon, the contents of the attachment will be displayed.

Specific utilization method
This time, we demonstrated using a simple sheet for the demonstration, but the following methods can be considered for actual use.For example, if you have a project sheet, create a Gmail item in advance, and when an email related to a specific task arrives, select the row for that task and attach the email to the Gmail item in that row using an add-on. To do.Alternatively, if you want to add a new task triggered by an email from a project leader or business partner, you can select the task item and attach the email as a new line. (See the figure below)
An example of pasting an email on a project sheet called Outbound Sales Campaign Plan

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