Email workflow: how do you handle email on server/in client when using Email & activities

Currently setting up my system and am integrating Outlook. My mails are showing up on my board, but I wonder how do you handle the email on the server/in your mail client?

I am looking for suggestions on how to get the clutter away from the client, once an email shows up in Monday.
Only thing I can think of is just to auto-archive/delete on the server after a certain period.

Hey @Michael-PT :wave:

Are you looking for advice on how to manage the emails from your email inbox? I.e. after they’ve been forwarded to monday? If so, this is a great question and I look forward to seeing what advice our other users have to suggest here!

The only thing I would flag is not to set up any auto-forwarding (e.g. to folders), as this can cause issues with the integration and stop your emails from appearing within monday

Hi @Dani ,

Thanks for your response. That is indeed the advice I am looking for. I really want to get rid of the hundreds, if not thousands of mails. I don’t want to see them anymore, when I do open the email client.

Would you also expect issues with the integration if the auto-forwarding, archiving or deleting of the originals is done after they first were picked up by the Monday.com integration? For instance, today it is entered in Monday.com with an integration, and in 3 days it gets moved or deleted on the mail server.

For now, I don’t see mails disappearing from Monday.com if I explicitly delete the mail from the server.