How to automate your emails with Slashy

Your inbox is full of repetitive tasks. The same follow-up. The same meeting recap. The same check-in you send every Friday.

Slashy handles all of it in the background, based on rules you write in plain English.

This guide covers how to get started, what kinds of automations are available, and which ones are most useful for the way most people actually work.

Set up from the sidebar

Open the agent sidebar using Cmd+Shift+L, or click the Slashy icon in your email.

From there, describe what you want in plain English. You do not need to select triggers or map fields. Just explain the condition and the action.

For example: "When I get an email from anyone at ACME Corp, copy the key points into a note and add a task to follow up in three days."

Slashy reads that and parses it into a condition (email from ACME Corp) and an action (extract points, create task). It shows you a preview of both before the automation goes live.

If the automation involves sending emails, Slashy creates drafts first. You review them before anything is sent. Once you are comfortable with how the drafts look, you can switch to auto-send.

Four types of automation

Slashy covers four categories of email automation.

Email triggers run when a specific kind of email arrives. Receipts, invoices, replies from a particular person, messages containing certain words. The trigger is the email itself.

Calendar triggers run when a meeting is created, updated, or approaching. Use these for pre-meeting briefs, post-meeting summaries, or alerts when something is added to a specific calendar.

Auto-reminders watch for emails that need a follow-up. If someone asked you something and you have not replied, or if you said you would send something and have not, Slashy flags it.

Scheduled reminders run on a fixed schedule. Every Monday morning. Every Friday afternoon. First of the month. You write the rule once and it repeats.

The templates page

If you would rather start from something pre-built than write from scratch, click the lightning bolt icon in the sidebar or press Cmd+K to open the templates page.

There are over 50 templates organised into four tabs:

• Meeting prep - briefs, agendas, and pre-call research
• Sales and pipeline - follow-up sequences, deal tracking, win/loss notes
• Real-time alerts - notifications for emails from specific people or about specific topics
• Follow-up tracking - reminders when replies are overdue or threads have gone cold

Each template shows a description and a one-click enable button. When you enable one, Slashy often asks a quick clarifying question before saving it, for example which calendar to watch, or which person counts as important.

Role-based suggestions appear at the top depending on how you have set up your profile. If you are in sales, you will see pipeline automations first. If you manage a team, you will see delegation and update tracking.

Recommended automations to start with

Meeting preparation is the most immediately useful. Set it to run 30 minutes before any meeting that has an external attendee. Slashy pulls recent emails with that person, any open threads, and anything relevant from your notes, then writes a one-paragraph brief. It saves time on context-switching before calls.

Text alert for an important person sends you an SMS when you get an email from a specific contact. Useful when you are away from your desk and do not want to miss something from a key client, investor, or colleague.

Deliverable tracking watches for emails where someone has committed to sending you something. A report, a contract, a design file. If it has not arrived within your set timeframe, Slashy reminds you to follow up.

Open tracking notifies you when someone opens an email you sent. You can set a rule that triggers a follow-up draft if they open it but do not reply within 48 hours.

Manage your automations

To review, pause, or delete automations, go to Settings > Automations (shortcut: Cmd+,).

Each automation shows its current status (active or paused), an on/off toggle, and a delete option. You can also see an activity log showing recent triggers and what action was taken.

If you want to adjust an automation without going into settings, you can describe the change via the sidebar. "Pause my meeting prep automation for this week" or "Change the follow-up delay on my receipt tracker from three days to five" both work.

Start small

Pick one automation and run it for a week before adding more.

The best place to start is whichever task you repeat most often. If you send a lot of follow-ups after meetings, start with post-meeting summaries. If you lose track of supplier emails, start with an email trigger that labels and logs those.

Review the drafts Slashy generates in the first few days. If the tone or the detail is off, adjust the instruction. Most people get it right within two or three edits.

Slashy maintains its own list of ten starter automations inside the app. It is worth reading through them once you have your first one running. Several will apply to your workflow directly.