Automations

Automate repetitive tasks, focus on what matters

Create custom automation rules to auto-tag, auto-assign, auto-respond, and route emails between boards. Set up round-robin assignment, load balancers, and business hours, all from Gmail.

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200,000+ users
4.7 on G2
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Customer Support

Auto-assign billing emailsActiveEdit

WHEN

New email arrives in Customer Support

Subject containsinvoiceORbilling

AND Sender domainis not @company.com

THEN

Assign to

Sarah Chen

Add tagBILLING

Move to columnIn Progress

Works with

via MCP

If this, then that. But for your entire inbox.

Custom rules

Build automation rules in seconds. Combine dozens of triggers and actions. As easy as 'IF email contains invoice, THEN assign to Finance and add BILLING tag.' No code required. Rules stack, so one email can trigger multiple actions simultaneously.

boltAutomation Rule

When

New email arrivesexpand_more

Subject contains "invoice"expand_more

Then

sellAdd tag BILLINGperson_addAssign to Sarah Chen

boltAuto-respond to support@

Instant replies

Auto-responder

Automatically reply to incoming emails. Set expectations with instant confirmation messages. Different auto-replies for different boards, times of day, or email types. Customers get acknowledgement while your team works through the queue.

Rachel Martinez

Payment failed

BILLINGbolt

Tom Bradley

New feature request

PRODUCTbolt

Maya Singh

Account upgrade

SALESbolt

Daniel Okonkwo

API docs question

SUPPORTbolt

Smart routing

Automatically route conversations to the right workspace based on sender, subject, keywords, or email alias. Emails land where they belong without manual sorting. Combined with round-robin, the right person sees it immediately.

Team workload

Sarah Chen4 active

Marcus Johnson2 active

Elena Rodriguez5 active

James Kim3 active

autorenewNext email assigned to:

Marcus Johnson

auto_awesomeAI + Developers

Your shared inbox, accessible from any AI tool.

Connect your inbox to the AI tools your team already uses. Read, reply, assign, and resolve through MCP, API, or Drag Agent.

+Any MCP client

Drag Agent

Classifies, drafts, and resolves tickets end-to-end.

hexagon

MCP Server

25 tools for read + write access from any AI client.

data_object

REST API

Boards, threads, contacts, automations. Webhooks included.

auto_awesome

AI Drafts

Reads the thread, drafts a reply in your team's tone.

Enterprise-grade automation without the enterprise price.

From simple auto-tags to complex SLA workflows, Drag scales with your team.

Start with a single rule that tags incoming billing emails. Graduate to load-balanced assignment with SLA alerts and custom notifications. No migration, no new tool, just more rules.

Available on all plans: auto-tagging, auto-assignment, auto-responder, basic routing rules, and custom notifications.

Pro plan adds: SLA rules with escalation alerts, round-robin assignment, load balancer that factors current workload, time-based rules that respect business hours, and multi-step automation chains.

The automation builder uses a visual interface: pick a trigger (new email, tag added, status changed), set conditions (subject contains, sender domain, time of day), and define actions (assign, tag, move, reply, notify). For teams that need even distribution, round-robin and load-balancer rules assign incoming emails evenly across available agents.

“Drag has empowered our team to collaborate on projects across the Onboarding process, resulting in increased Sign Up to Go Live times and very happy clients.”