How To

Step-by-step instructions for getting the most out of Quicktion. These how-to guides walk you through setup, configuration, and advanced features for saving emails to your tools.

How to Save or Download Emails from Outlook (One Message, a Folder, or the Whole Mailbox)
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How to Save or Download Emails from Outlook (One Message, a Folder, or the Whole Mailbox)

Every way to get emails out of Outlook: save one message as a file, export a folder or your whole mailbox to a PST, turn emails into PDFs, and keep new emails saving themselves to Google Drive or a spreadsheet.

·10 min read
outlookexportpdf
How to Save or Download Emails from Gmail (One Message, a Sender, or Everything)
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How to Save or Download Emails from Gmail (One Message, a Sender, or Everything)

Every way to get emails out of Gmail and keep them: download one message, save it as a PDF, export a label or your whole mailbox with Google Takeout, and set Gmail up so new emails file themselves in Google Drive.

·9 min read
gmailexportpdf
How to Save an Outlook Email as a PDF (New Outlook, Classic, Mac, Web, Phone, and Automatic)
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How to Save an Outlook Email as a PDF (New Outlook, Classic, Mac, Web, Phone, and Automatic)

Save an Outlook email as a PDF in the new Outlook, classic Outlook for Windows, Outlook for Mac, Outlook on the web and the mobile app. What happens to attachments, how to do a whole batch, and how to make it automatic.

·10 min read
pdfoutlookgoogle-drive
How to Build an Email Swipe File (and Feed It to AI)
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How to Build an Email Swipe File (and Feed It to AI)

A swipe file of marketing emails is only useful if you can search it and hand it to an AI as examples. Here's how to build one in Notion, Google Sheets, Airtable or Drive by forwarding the emails you like.

·9 min read
swipe-fileemail-marketingnotion
How to Save an Email as a PDF in Gmail (Desktop, Phone, and Automatic)
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How to Save an Email as a PDF in Gmail (Desktop, Phone, and Automatic)

Save a Gmail message as a PDF from the browser or the mobile app, see what print-to-PDF quietly leaves out, and set Gmail up to file PDFs in Google Drive on its own.

·8 min read
pdfgmailoutlook
How to Save Emails to Google Drive (3 Methods Compared)
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How to Save Emails to Google Drive (3 Methods Compared)

Three ways to save emails to Google Drive: manual print-to-PDF, browser extensions, and automatic forwarding. Each email lands as a PDF with its attachments.

·8 min read
google-drivegmailemail-forwarding
How to Export Emails from Gmail (to Sheets, Excel, CSV, or a Database)
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How to Export Emails from Gmail (to Sheets, Excel, CSV, or a Database)

Export emails from Gmail four ways: Google Takeout for a full mailbox backup, Marketplace add-ons for a label to Sheets, Quicktion for ongoing structured export, or the Gmail API.

·11 min read
gmailexportgoogle-sheets
How to Extract Data from Emails with AI
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How to Extract Data from Emails with AI

Extract data from emails with AI instead of brittle regex templates. See how prompt-based extraction works, with a receipts-to-Notion walkthrough.

·10 min read
aiemail-parserdata-extraction
How to Parse Emails into Google Sheets: 4 Methods Compared
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How to Parse Emails into Google Sheets: 4 Methods Compared

Parse emails into Google Sheets automatically. Compare rule-based add-ons, parsing SaaS, Zapier's parser, and prompt-based AI extraction to find the right fit.

·14 min read
google-sheetsemail-parsingemail-parser
How to Save Outlook Emails to Linear
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How to Save Outlook Emails to Linear

Save Outlook emails to Linear with email forwarding. Works on desktop, web, and mobile — auto-forward bug reports and feature requests into Linear issues.

·6 min read
outlooklinearemail-forwarding
How to Save Outlook Emails to Trello
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How to Save Outlook Emails to Trello

Save Outlook emails to Trello via forwarding. Desktop, web, and mobile — auto-forward client emails, support, and invoices into Trello cards.

·7 min read
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How to Automate Email to Database Without Zapier
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How to Automate Email to Database Without Zapier

Skip Zapier. Auto-save emails to Notion, Sheets, Airtable, Linear, Trello, or Google Drive with email forwarding — set up in 2 minutes, no automation builder required.

·8 min read
automationzapieremail-forwarding
Email to Linear: The Complete Integration Guide
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Email to Linear: The Complete Integration Guide

Turn emails into Linear issues from any email client. Covers email forwarding, the Gmail add-on, auto-forwarding, and practical use cases for dev teams.

·7 min read
linearemail-forwardingintegration
Email to Trello: The Complete Integration Guide
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Email to Trello: The Complete Integration Guide

Connect any email client to Trello. Covers forwarding, the Gmail add-on, auto-forwarding from Gmail and Outlook, and use cases for support and CRM.

·7 min read
trelloemail-forwardingintegration
How to Save Apple Mail Emails to Notion
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How to Save Apple Mail Emails to Notion

Save Apple Mail emails to Notion using email forwarding. Works on Mac, iPhone, and iPad — forward manually or set up Mail rules to automate it.

·4 min read
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How to Save Outlook Emails to Airtable
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How to Save Outlook Emails to Airtable

Save Outlook emails to Airtable with email forwarding. Works on desktop, web, and mobile — auto-forward to build a CRM, track projects, or manage client emails.

·7 min read
outlookairtableemail-forwarding
How to Save Outlook Emails to Google Sheets
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How to Save Outlook Emails to Google Sheets

Save Outlook emails to Google Sheets using email forwarding. Set up Outlook rules to auto-forward emails to a spreadsheet for tracking, reporting, or archiving.

·7 min read
outlookgoogle-sheetsemail-forwarding
How to Forward Emails to Linear Automatically
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How to Forward Emails to Linear Automatically

Set up automatic email forwarding to Linear in minutes. Turn support emails into bug reports and client emails into feature requests, automatically.

·9 min read
linearemail-forwardingautomation
How to Save Emails to Linear (3 Methods Compared)
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How to Save Emails to Linear (3 Methods Compared)

Three ways to save emails to Linear — forwarding, Gmail add-on, and manual copy-paste. Find the method that fits your dev team's workflow.

·9 min read
linearemail-forwardinghow-to
Save Email Attachments to Google Drive Automatically
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Save Email Attachments to Google Drive Automatically

Automatically save email attachments to Google Drive, on their own or alongside the email itself as a PDF. No manual downloading, no lost files.

·16 min read
google-driveattachmentsgoogle-sheets
How to Save Emails to Google Sheets (3 Methods Compared)
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How to Save Emails to Google Sheets (3 Methods Compared)

Learn three ways to save emails to Google Sheets — email forwarding, Gmail add-on, and automation tools. Find out which method works best for your workflow.

·11 min read
gmailgoogle-sheetsemail-forwarding
How to Tag and Categorize Saved Emails in Notion
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How to Tag and Categorize Saved Emails in Notion

Organize saved emails in Notion with tags, categories, and smart views. Build a system that makes finding any email instant.

·4 min read
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How to Save Emails to Notion with Attachments
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How to Save Emails to Notion with Attachments

Learn how to save emails and their attachments to Notion. PDFs, images, documents — everything gets saved alongside the email content.

·4 min read
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How to Save Email Threads to Notion (Keep Conversations Together)
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How to Save Email Threads to Notion (Keep Conversations Together)

Save entire email threads to Notion so conversations stay together. Learn the best approach for preserving context from multi-email exchanges.

·5 min read
how-tonotionemail-forwarding
How to Use Gmail Rules to Automatically Organize Emails in Notion
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How to Use Gmail Rules to Automatically Organize Emails in Notion

Master Gmail filters and forwarding rules to automatically sort emails into different Notion databases. A complete guide to email automation with Notion.

·5 min read
gmailnotionautomation
How to Save Outlook Emails to Notion
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How to Save Outlook Emails to Notion

Save Outlook emails to Notion using email forwarding. Works with Outlook desktop, web, and mobile — no add-ons or extensions required.

·5 min read
outlooknotionemail-forwarding
How to Save Emails to Notion (3 Methods Compared)
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How to Save Emails to Notion (3 Methods Compared)

Learn three ways to save emails to Notion — email forwarding, Gmail add-on, and automation tools. Find out which method works best for your workflow.

·10 min read
gmailnotionemail-forwarding
How to Save Gmail Emails to Notion with the Quicktion Add-on
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How to Save Gmail Emails to Notion with the Quicktion Add-on

Save any Gmail email to Notion in one click using the Quicktion Gmail add-on. No forwarding, no copy-pasting — just open, click, and save.

·5 min read
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