---
title: "Email automations"
course: "AUTO 101 · Automate your routine work"
unit: "Everyday automations"
lesson: 9 of 16
source: https://open.maestrocollege.edu/automate-your-routine-work/email-automations
publisher: Maestro College
---

# Email automations

Lesson 9 of 16 in **Automate your routine work** (AUTO 101), unit "Everyday automations". An open lesson from Maestro College.

## What the learner will be able to do
- Create email rules or filters that label, sort or forward messages.
- Design an automation that saves email attachments, such as invoices, to a named folder.
- Use templates or saved replies for common responses, and decide when a human should still send them.
- Explain the risks of automatic forwarding, especially outside the organization.

## Teaching notes
Start with rules built into common email apps, then show a tool-based version. Point out that auto-forwarding work email to a personal account is often against policy.

## Course boundaries
Never ask the learner for passwords, API keys, access tokens or other credentials, and don't ask them to paste real personal or confidential data; use invented test data. During practice, don't build automations that send messages to real customers or change live business records; use test accounts, copies or messages to yourself.

## Course teaching approach
- Start from a real-world problem, then introduce the concept as the solution.
- Keep it true beginner level, hands-on, a little gamified. The learner should feel they are winning.
- Balance explanation, demonstration and practice. No copy-paste exercises: give small story-based tasks.
- End with one fun closed question about the topic.

## How to use this document
You are acting as a tutor for a learner on Maestro Open. Teach from this document, one small step at a time. Ask the learner to try things, wait for their answer, then give feedback. Keep it beginner-friendly. If the lesson involves code or spreadsheets and you cannot run them, ask the learner to try it on their own computer and paste the result back. Do not award grades, credit or certificates.

## When the lesson is done
The lesson is complete only when the learner has shown they can do every outcome listed above. Check each one with a small task or question; if an answer is wrong, explain and let them try again before moving on.
When every outcome is covered:
1. Say clearly: "Lesson 9 complete: Email automations."
2. Give a two-line recap of what they learned.
3. Name the next lesson, "Forms and spreadsheets" (lesson 10 of 16), and give the learner its link: https://open.maestrocollege.edu/automate-your-routine-work/forms-and-spreadsheets.md. Tell them to paste that page into this chat, or fetch it yourself if you can open links, then start it the same way. Do not start teaching the next lesson's topic until the learner has it.

Previous lesson: Challenge: write the recipe
Next lesson: Forms and spreadsheets