How to Record an Email Automation
Workflow in TinyTask Pro
Eliminate repetitive copy-paste email tasks forever. Record your workflow once with TinyTask Pro and replay it automatically — for dozens or hundreds of contacts.
▶ Watch the full walkthrough above before following the steps below
Automation is one of the most effective ways to eliminate repetitive work and improve productivity. Whether you’re a marketer sending outreach emails, a recruiter contacting candidates, or a business owner following up with leads, repetitive copy-and-paste tasks can consume hours every week.
TinyTask Pro makes this process simple by allowing users to record actions once and replay them automatically. Instead of manually copying data from spreadsheets and pasting into emails, TinyTask Pro performs the entire workflow for you.
Before You Start
What You’ll Need
Your spreadsheet should include these columns:
| Name | Subject | Message | |
|---|---|---|---|
| [email protected] | John | Introduction | Hello John, thank you… |
| [email protected] | Jane | Introduction | Hello Jane, thank you… |
The Complete Workflow
13 Steps to Full Email Automation
Start Recording
Open TinyTask Pro and click the Record button. Every mouse movement, click, keyboard action, copy, and paste will be captured from this point onward.
Open Gmail and Compose
Navigate to Gmail and click the Compose button. This opens a blank email — TinyTask Pro will insert all recipient information automatically during playback.
Copy the Email Address from Excel
Return to your spreadsheet. Select the first row and highlight the email address, then press:
CTRL + C
Paste Email Address into Gmail
Switch back to Gmail, click inside the recipient field and press:
CTRL + V
TAB
TinyTask Pro records both the paste action and the field navigation.
Copy Recipient Name
Return to Excel, move to the name column with the arrow key, and press CTRL+C
Paste Name into Gmail
Switch to Gmail, paste the name and press TAB to move to the next field.
Copy & Paste Subject
Return to the spreadsheet, copy the subject line, paste into Gmail’s subject field, and press ENTER.
Copy & Paste Message
Copy the full message from the spreadsheet and paste it into the Gmail email body. The email is now fully assembled.
Send the Email
Click the Send button. TinyTask Pro records this click and will automatically send future emails during playback.
Return to Excel
Go back to the spreadsheet and press the ↓ Down Arrow to move to the next contact row. This is critical for loop automation.
Stop Recording
Return to TinyTask Pro and click Stop Recording. Your complete automation sequence is now saved and ready for playback.
Configure Playback Settings
Choose your playback speed and loop count. The loop count determines how many spreadsheet rows TinyTask Pro will process automatically.
▶ Start Playback
Click the Play button. TinyTask Pro will now copy, paste, send, and move to the next row — fully automatically — until your loop count is complete.
🛑 Emergency Stop: At any time during playback, press ESC to immediately halt the automation. This safety feature gives you full control when processing large contact lists.
What TinyTask Pro Does on Each Loop
Why Use This Workflow
Benefits of Email Automation with TinyTask Pro
Save Hours
Tasks requiring repetitive clicking complete automatically
100% Consistent
Every email follows exactly the same workflow
Fewer Errors
Automation removes mistakes from repetitive manual work
Process Lists at Scale
Handle dozens or hundreds of contacts efficiently
No Coding Needed
Designed for non-technical users — record once, replay forever
Pro Tips
Best Practices for Reliable Automation
Conclusion
Start Automating Your Email Workflow Today
TinyTask Pro transforms repetitive email workflows into a simple automated process. By recording actions once, users can automate spreadsheet processing, personalized outreach, lead generation, and customer communication.
Whether you’re managing outreach campaigns, recruiting candidates, or handling administrative tasks — TinyTask Pro helps you save time while maintaining accuracy and consistency. Learn more about workflow automation benefits or explore more automation examples.