Tasks and notes from an email with an AI assistant

If you connected an external AI assistant (such as Claude) to Demona, you can ask it to create a task from an email or add a note to the email. The assistant only proposes: the action runs when you approve it in Demona.

The assistant can read the email, its attachment details and the linked tasks, so it can suggest a task or a note based on the content.

• Create a task – the assistant gives the project and the task name, plus a description, due date or status if needed. Once approved, the task is created and linked to the email; you find it on the email's Tasks tab.
• Note – once approved, the text is saved on the email with the date and your name. Earlier notes are not overwritten.

Approval

The suggestions wait for you under Team → Approval Requests. Nothing changes until you approve them.

Access

When you connect the assistant, email actions (marking processed, notes) and task creation are granted separately. One does not include the other. You can narrow or revoke connections under Settings → Connected apps.

Without an assistant

You can do the same in the app: with Create new task at the bottom of the email page, or by linking an existing task on the Tasks tab.