How to improve my daily workflow?

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Zapier

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Free Plan AvailableFrom $19.99 / month

How to in Zapier

  1. Define Objective: Clarify the daily workflow pain points you want to solve. Example: when a Gmail label is applied, extract action items from the email and return a summarized checklist via email.
  2. Prepare Claude API Access: Open Anthropic Console. Go to Settings > API Keys. Click Create Key. Name it clearly (e.g., Zapier Key). Copy the long string of characters you receive.
  3. Connect Claude in Zapier: In Zapier, click Apps in the left menu. Click Add Connection. Search for Anthropic Claude. Select it. Paste the Claude API key from step 2 and authorize.
  4. Create Gmail Test Label: In Gmail, create a new label named Summarize with Claude. This label will trigger the automation.
  5. Create New Zap: In Zapier, click Zaps > Create Zap. Name it something descriptive like 'Claude Action Items from Email'.
  6. Configure Trigger: Choose Gmail as the trigger app. Event: New Labeled Email. Label: Summarize with Claude. Sign in to Gmail if prompted and select the correct Gmail account.
  7. Test Trigger: Run a test to pull sample email data. Confirm you can access fields like sender, subject, and body for later use.
  8. Add Claude Action: Add an action. Choose Anthropic Claude as the app. Event: Send Message. Select your connected Claude account.
  9. Configure Claude Prompt: In User Message, insert the email body from the trigger. In System, provide role instructions to Claude (e.g., extract action items and list them clearly). Pick a model (claude-2 or claude-3) according to speed vs. quality. Optionally set a unique memory key and enable advanced options as needed.
  10. Test Claude Action: Run a test to send the prompt to Claude and view the generated action-items list.
  11. Add Gmail Reply: Add another action. Choose Gmail. Event: Send Email (Reply to Email). Configure to reply to the original thread using the trigger's thread ID. Set From Address and From Name. Body should include Claude's action-items output.
  12. Test End-to-End: Test the full flow: apply the label to a sample email, verify Claude returns items, and confirm the reply is posted to the thread.
  13. Turn On & Monitor: Toggle the Zap On. In the Zap settings, adjust the polling interval if your plan allows. Monitor runs and adjust prompts/settings to improve results over time.

Quick Comparison

ToolFree Plan?Min Price
Jasper No From $59 / month
Zapier Yes From $19.99 / month

Which tool should you choose?

Jasper

Jasper offers structured templates and fast copy generation that complements human design thinking. Its templates speed up routine writing, while AI assisted prompts help you generate consistent research and docs. For this task, Jasper accelerates content creation within approved templates, keeping your workflow smooth and repeatable.

Zapier

Zapier offers a fast, no-code path to connect Gmail and Claude, letting you automate email triage and action-item extraction without writing code. Its large app ecosystem and per-action pricing keep you moving quickly, with transparent costs and easy iteration. This makes your daily workflow dramatically faster and more reliable than manual sorting.