Welcome to the Office Otter Email Integration Guide! This Integration is perfect for those emails you need to follow up on later but don’t want to clutter up your inbox. It’s easy to send them to Office Otter, then archive, delete or file them, knowing the important tasks are already on your to-do list.
1. You can find the Office Otter Email contact in your Office Otter dashboard—on the bottom left under “Turn your conversations into tasks.” Additional instructions can be found by clicking the Setup Guide button.
2. Then, make sure the email address you used for Office Otter is the same one you’re using to send in tasks. You can check your email address(s) in your Profile, which can be found by clicking on your initials or photo in the top right corner of your screen.
3. Now send an Email task to the Office Otter email.
4. Your task will immediately be added to your to-do list in Office Otter, where you can organize it further using the full range of customizations available.
To do this:
To create a new task from your email inbox:
Inbox Zero can seem like an impossible goal, but with the Office Otter Email integration, you can quickly move important tasks out of your inbox and onto your to-do list without switching between tabs or screens.
TRY IT: Spend 15 minutes today organizing your inbox and trying out the Office Otter Email Integration. Once you’ve tried it, let us know how it goes! We love to hear from users. Use the chat feature on your Office Otter dashboard to reach our team!
We also have a guide for How To Get Office Otter Approved and Paid for by Your Employer.