1. Create Evernote Notes from New Google Sheets Rows
One of the most efficient ways to automate your Evernote tasks is by linking it with Google Sheets. With Zapier, you can easily set up a workflow that automatically creates a new Evernote note whenever a new row is added to your Google Sheets. This is especially useful for tracking project progress or maintaining a log of important information.
To set this up, simply create a Zap that triggers when a new row is added in Google Sheets, and then select the action to create a note in Evernote. You can customize the note's title and content to include relevant data from the spreadsheet.
2. Save Emails to Evernote
Turning important emails into Evernote notes is a breeze with Zapier. By integrating your email service (like Gmail) with Evernote, you can automatically save selected emails directly to your Evernote account. This is perfect for organizing receipts, project discussions, or any email you want to refer back to later.
Set up a Zap that triggers when you star or flag an email, and choose Evernote as the action to create a note. You can add relevant tags or categories to help you organize these notes effectively.
3. Capture Social Media Posts
If you're frequently sharing valuable content on social media, you can automate saving those posts directly to Evernote. By connecting platforms like Twitter or Facebook to Evernote through Zapier, you can create a workflow that saves specific posts or mentions as notes.
To do this, create a Zap that triggers when you post or are mentioned on social media. The action will be to create a new note in Evernote, allowing you to keep track of interactions or content that resonates with your audience.
4. Sync Evernote with Trello Cards
For teams using Trello to manage projects, integrating it with Evernote can enhance productivity. You can set up a Zap that automatically creates a new Evernote note whenever a Trello card is created or moved to a specific list.
This allows you to maintain detailed notes on tasks and projects without the need to switch between applications constantly. Simply define the trigger in Trello, and let Zapier handle the rest by creating a note that links back to the Trello card.
5. Save Evernote Attachments to Cloud Storage
Managing files in Evernote can sometimes be cumbersome, especially if you frequently attach documents. By automating the process of saving these attachments to cloud storage services like Dropbox or Google Drive, you can keep your Evernote account organized and reduce clutter.
Set up a Zap that triggers when a new note is created in Evernote that contains attachments. The action will be to save these files to your chosen cloud service, ensuring you have backup copies and easy access when needed.
6. Create Calendar Events from Evernote Notes
If you use Evernote for planning events or reminders, you can automate the creation of calendar events. By integrating your calendar (like Google Calendar) with Evernote, you can automatically generate events based on notes with specific keywords or tags.
This setup involves creating a Zap that triggers when a new note is added with designated tags. The action will be to create an event on your calendar, allowing for seamless scheduling and time management.
7. Generate Reports from Evernote Notes
For professionals who need to compile reports or summaries, automating this process can save valuable time. By connecting Evernote with a reporting or analytics tool, you can create a workflow that aggregates data from your notes into a structured report.
To implement this, set up a Zap that triggers when notes with specific tags are created or updated. The action can be to send this information to your reporting tool, allowing you to generate insights without manual data entry.
Conclusion
By utilizing these seven automation strategies with Zapier and Evernote, you can streamline your workflow, enhance productivity, and keep your notes organized. Whether you're managing projects, tracking emails, or capturing social media content, automating these tasks will free up valuable time and resources.
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| Automation Task | Trigger | Action |
|---|---|---|
| Google Sheets to Evernote | New Row Added | Create Note |
| Email to Evernote | Email Starred | Create Note |
| Social Media to Evernote | New Post/Mention | Create Note |
| Trello to Evernote | New Card Created | Create Note |
| Evernote Attachments to Cloud | New Note Created | Save to Cloud |
| Evernote to Calendar | New Note with Tags | Create Calendar Event |
| Evernote to Reporting Tool | New Note with Tags | Generate Report |
