Tallyfy offers email integration options including custom SMTP setup Gmail add-on functionality and customizable notification settings to enhance workflow communication and task management within email platforms.
Exploring interactive email actions
Tallyfy is continuously looking for ways to make your workflow management more efficient. One exciting area we are exploring is the ability to perform Tallyfy task actions directly from within your email client, without needing to switch contexts and open the Tallyfy application. This could involve technologies like Microsoft Actionable Messages for Outlook users and Gmail Markup Actions for Gmail users.
Interactive email actions allow you to complete simple tasks, provide input, or make decisions directly within an email message. Instead of an email just containing a link that takes you to a web page, the email itself can present buttons, simple forms, or confirmation prompts.
Microsoft Actionable Messages enable developers to embed “Adaptive Cards” into emails sent to Outlook users. These cards can display information and allow users to perform actions such as:
- Clicking an “Approve” or “Reject” button for a Tallyfy approval task.
- Adding a quick comment to a task.
- Marking a simple task as complete.
When you interact with an Actionable Message, Outlook securely communicates your action back to the originating service (in this case, Tallyfy) to update the task. You can learn more about this technology on the Microsoft Learn platform ↗.
Gmail utilizes schema.org markup (often using JSON-LD) embedded within an email’s HTML. This allows Gmail to render interactive elements for the user. Key types of actions include:
- One-Click Actions: For straightforward actions like confirming a subscription or approving a request directly from the email.
- Go-To Actions: For more complex scenarios, these provide a button that takes the user to a specific webpage.
Similar to Microsoft’s solution, when a user performs an in-app action, Gmail communicates this back to the service. For more details, you can visit the Google Developers documentation for Gmail Markup Actions ↗.
Integrating these technologies could offer several advantages:
- Increased efficiency: Complete common tasks like approvals or quick updates much faster, without leaving your inbox.
- Reduced context switching: Stay focused on your email workflow for quick actions, minimizing disruption.
- Improved responsiveness: Act on notifications immediately, especially when on mobile devices where navigating to a full web app might be less convenient.
- Streamlined processes: For simple, repetitive actions, interacting directly in the email can save significant time across many tasks.
We envision several ways interactive email actions could enhance your Tallyfy experience:
- One-click approvals/rejections: Receive an approval request email and click “Approve” or “Reject” directly in the message.
- Marking tasks complete: For notification-style tasks or simple acknowledgments, a “Mark Complete” button in the email.
- Adding quick comments: Reply to a task update with a comment submitted from within the email itself.
- Simple form submissions: For tasks that require minimal input (e.g., a single selection or a short text response), this might be possible directly in the email.
Tallyfy is currently exploring the potential of these interactive email technologies. This is not a live feature at this time, but an area of future development we are considering to further enhance your productivity. Implementation would depend on various factors, including robust security measures and ensuring a seamless user experience across different email clients that support these features.
We are excited about the possibility of bringing such interactions to your Tallyfy emails and will share more information as our exploration progresses.
The Tallyfy Gmail Add-on enables users to manage tasks and processes directly from Gmail by creating tasks launching workflows and tracking status without switching between applications.
Tallyfy offers multiple integration options ranging from simple email connections to advanced API implementations enabling seamless data flow between business systems and automated workflows without manual intervention.
Power Automate > Working with email automation in Power Automate
Power Automate enables email automation by monitoring shared mailboxes and triggering Tallyfy actions based on incoming emails while handling attachments and sending automated notifications for streamlined workflow management.
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