Email workflows

Email workflows that connect your inbox to Slack and Shopify

Write what should happen in one sentence. Matching email is labeled, forwarded or answered from the Shopify order, and your team picks it up in Slack.

Gmail Outlook

Priya Nair9:41 AM

Where is my order #7731?

Hi, I ordered the linen shirt last week and haven't had a shipping email yet. Can you check order #7731?

Your workflow

“When a customer asks where their order is, draft the reply from the Shopify order and label it Order status.”

What happenedInboxPilot

Found order #7731: shipped Tuesday with UPS
Drafted the reply with the tracking link
Labeled Order status
Posted to #orders, draft in the thread

Gmail
Outlook
Slack
Shopify
Google Sheets

A workflow is a sentence, not a flowchart

When a customer asks for a refund…3 steps

Written in one sentence

Type what should happen. InboxPilot turns it into steps you can read and edit.

New email: refund requestWorkflow started

Runs as email arrives

Each new email in Gmail or Outlook is checked against your workflows, one by one.

Wait 2 daysFollow-up drafted

Waits when it should

A step can hold for days, then follow up only if nobody wrote back.

Features

Every email in the right Slack channel

Slack rules post matching email to a channel, with the drafted reply in its thread. Claim it, mark it done, or type "send it" and confirm. If nobody claims it, a reminder tags whoever is on duty.

#orders

InboxPilotAPP9:41 AM

Where is my order #7731?

Priya hasn't had a shipping email for the linen shirt and asks where order #7731 is.

Priya Nair · Open email · Draft ready in thread

InboxPilotAPP9:41 AM

Draft reply to Priya

Hi Priya, order #7731 shipped on Tuesday with UPS and is due Thursday. Here's the tracking link.

SendClaimDone

Dana send it

InboxPilotAPP9:44 AM

📨 Send to Priya Nair from orders@? Reply yes or react ✅.

Replies written from the Shopify order

Order status, tracking, returns and refunds are looked up in Shopify when the email arrives, so "where is my order" gets a date instead of a template.

Order #7731· Priya NairFulfilled

Linen shirt, M × 1

Shipped: Tuesday, UPS
Tracking: 1Z 84E 7A0 03 1152 7731
Expected: Thursday

Used in the reply: shipped Tuesday, due Thursday, with the tracking link.

Label, forward, archive or reply

Steps run in the mailbox itself: apply a label, forward to a teammate, archive, mark it read or draft the reply. On Growth, a reply you trust can send on its own.

Your instruction

“When a customer asks for a refund, label it Refunds, forward it to accounts@ and draft a reply from the refund policy.”

When

New email asking for a refund

Checks

Finds the Shopify order and the refund policy

Then

Apply the Refunds label
Forward the thread to accounts@
Draft a reply from the refund policy

Follow up only if they don't answer

A workflow can wait, check the thread, and send a follow-up only when the customer hasn't replied. The moment they do, it stops.