Templates that already know about your inbox
Each one has the exact properties or columns Quicktion maps to, sample rows so you can see how it behaves, and the setup steps written inside. Duplicate it, connect your inbox, and forward the first email.
NotionEmail CRM for Notion
Two linked databases, Contacts and Emails. Client emails land in Emails on their own and roll up into each contact.
- Contacts database with Stage, Priority, Source, and rollups for last contact and emails exchanged
- Emails database with the exact properties Quicktion maps: Subject, From, From name, Date, Attachments, Email URL, full body
- Pipeline board view and a Needs follow-up view
- Sample rows and the setup steps written on the page
Google SheetsReceipt & Invoice Tracker for Google Sheets
Forward a receipt and it becomes a row. On Pro, AI fills Vendor, Amount, Category, Invoice # and Due date from the email or its PDF.
- Receipts tab with headers Quicktion auto-detects (Date, Subject, From, Attachments, Email URL) plus AI extraction columns
- Dropdowns for Category, Status and Tax deductible
- Summary tab: this month, this year, by category, last 12 months, invoices due soon
- How to connect tab with the setup steps and a ready-to-paste AI prompt
Both templates are free. Quicktion's free plan is enough to connect them; AI extraction (the columns the AI fills in) is part of Pro.
Connect your inbox