You manage customer inquiries through a shared Gmail inbox. Every time someone reaches out, your team needs to:

• Manually check for new emails
• Create a new item in monday.com
• Copy-paste the sender’s details, email content, and subject line into the board
• Tag the right team member, update status, and keep tracking manually
  

It’s repetitive, prone to errors, and eats up your team’s time every day.

Why This Manual Workflow Is Holding You Back

Doing this at scale slows your team down and hurts visibility:

• Support requests get missed if nobody sees a new email in time
• Important customer context is lost if email content isn’t fully copied
• Team velocity suffers because everyone’s spending time on admin, not problem-solving
  

You need your Gmail and monday.com to sync automatically—and that’s exactly what Extract enables.

The Fix: Gmail + Extract AI + monday.com Integration

With Extract, you can connect Gmail to monday.com so that:

• Every incoming email automatically creates a new item
  
• Sender’s name, email, and message body are extracted into the board columns
  
• Your team always has the full context—no copy-pasting required
  

Step-by-step setup

Follow these steps to configure Extract AI for Gmail and automate your email data extraction:

1. Install the Extract AI app:
   • Ensure you have the “Extract AI” app installed in your monday.com account. If not, click here to add it to your account.

2. Add necessary columns to your board:
   • Navigate to the monday.com board where you want to receive and process emails.
   • Add the following column types to store the extracted data:
     • Text Column: For “Name” (sender’s name)
     • Email Column: For “Email Address” (sender’s email)
     • Files Column: For “Files” (any attachments)
     • Long Text Column: For “Email Content” (the body of the email)

3. Create the Extract AI block:
   • Click the “Add View” button on your board and select “Extract AI.” This will open the Extract AI board view.
   • Within the Extract AI view, click “Create new AI block.”

• Select Source: Choose “Gmail.” (Note: As of this recording, Extract AI’s direct Gmail integration is still being verified by Google. For now, we will use monday.com’s native Gmail integration to trigger the process.)

• Select Group: Choose the group where new email items will be created (e.g.,”To-Do”). Click “Next.”

• Map Columns: Select which data points you want to extract and map them to the corresponding columns you created earlier. For example:
  • “Name” to your “Name” Text column.
  • “Email Address” to your “Email Address” Email column.
  • “Files” to your “Files” Files column.
  • “Email Content” to your “Email Content” Long Text column.

• Click the “Create AI Block” button to save your configuration.
• The app will automatically create the necessary webhooks. Click “Done” to activate the AI block.

4. Set up monday.com’s native Gmail integration:
   • Go to the “Integrate” section of your monday.com board (often found at the top right).
   • Search for “Gmail” in the integrations center.
   • Select the recipe: “When an email is received, create an item in a group.”

• Connect your personal or business Gmail account using your credentials.
• Once connected, select the email address you want to monitor.
• Select the target group where you want new email items to be created (this should be the same group you selected in the Extract AI block, e.g., “To-Do”).
• Click “Add to board.”

5. Test the setup:
   • Send a test email to the Gmail account you connected in step 4.
   • Wait a few seconds for the email to arrive on your monday.com board as a new item in the specified group.
   • Observe as Extract AI automatically populates the designated columns (Name, Email Address, Files, Email Content) with data from your test email. This may take a minute to fully process.

Bonus: Auto-Reply from monday.com

Want to confirm receipt or follow up instantly?

• Use the “Send Email” column and set a custom auto-reply rule
  
• Combine with Extract for full-circle automation—create, extract, respond
  

Outcomes That Matter

Teams using Gmail + Extract integration report:

• 80% less time spent on ticket creation
  
• Fewer missed emails or duplicate tasks
  
• Cleaner workflows across CX, IT helpdesk, sales, and recruiting
  

This integration is a game-changer for any team that lives in Gmail but manages execution in monday.com.