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Email forwarding

Pro and up

Email forwarding is available on Pro and Ultra plans only.

After each recording, TellDone can automatically send the processed results to your email. Use it to keep a copy in your inbox or to send your notes to another address, such as a shared inbox.

Setup​

  1. Go to Settings and, under Notifications, tap Email
  2. Under Note forwarding, turn on Forward to email
  3. Choose what to include:
    • Notes - turn on Include transcript to add the full transcript, and on Ultra, Include audio link to add a link to the recording
    • Tasks (separately) - each task as its own email
    • Events (separately) - each event as its own email
  4. (Optional) To use an address other than your account email, enter it under Custom email and tap Verify. TellDone sends that address a confirmation link. Until you confirm it, emails keep going to your account email
note

The forwarding address only gets forwarded notes, tasks, and events, plus the "what changed" emails from Add by voice. Report emails always go to your account email. Forwarding works in one direction only: you can't email a note to TellDone.

Filtering what gets forwarded​

You can narrow forwarding down to specific notes instead of sending everything. You set this filter in the web app, but it's saved to your account and applies to every note, including the ones you record on your iPhone. Go to Settings > Notifications > Forwarding > Forward only matching notes and pick:

  • Types - which of the 7 note types (Task, Idea, Info, Status, Meeting, Reflection, Event) should be forwarded
  • Tags - which tags should trigger forwarding

This option needs the Forward to email switch turned on. Leave both empty to forward every note. If you set both, a note has to match at least one selected type and at least one selected tag to be forwarded.

Email format​

The note email has the subject "[Note] Your note title" and lists the note's summary, tags, tasks, and events. If you also turn on Tasks or Events, each one arrives as its own email too:

  • Tasks: Subject line "[Task] Your task title" (with a checkmark if completed)
  • Events: Subject line "[Event] Your event title"

Dates and times in these emails are shown in your own time zone.

When you update a note, task, or event with Add by voice, you get one email that shows what changed in that item, not a new note email.

On the Ultra plan, turn on Include audio link to add a link to the recording in the note email. The link works for 24 hours.

tip

Use email forwarding to automatically send your notes to a shared inbox, project management tool, or CRM that accepts email input.

See also​

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