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How to Run Inbox Automation Based on Time Period and Days Filter in Taskip

You can use this setup to automatically control when certain automations run—for example, only during working hours or specific days of the week. This is especially useful for auto-replies, assigning messages during shift times, or filtering messages received outside of business hours.

Step 1: Open the Workflow Panel

  1. Click on Workflow from the sidebar.
  2. Select + Create Workflow from the top right.

workflow automation

Step 2: Set the Trigger

  1. Give your workflow a descriptive name such as Weekday Working Hours Auto-Reply.
  2. Under the Inbox tab, choose a trigger like New Message Received.

Step 3: Add a Time-Based Condition

  1. In the IF section, click the condition dropdown and select Time Based.
  2. You’ll be prompted to configure:
    • Days of the Week – Choose which days this automation should run (e.g., Monday through Friday).
    • Time Range – Set the hours during which this rule applies (e.g., 9:00 AM to 6:00 PM).

You can combine this with other conditions such as:

  • Sender email
  • Subject line
  • Message content

Click + Add Condition to include multiple filters.

Step 4: Define the Actions

In the THEN section, choose what actions should happen when the time and day filters match. Example actions include:

  • Assign Tag – Example: “Contact Form”, “Urgent”
  • Move to Folder – Organize messages into inbox sections
  • Assign to Team Member – Automatically assign to the right person
  • Reply Email – Send an acknowledgment or automated response
  • Convert to Contact or Convert to Deal
  • Delete Conversation – it will delete the Email
  • Trigger Web-hook Call – it will trigger a web-hook call

You can add more than one action using + Add Action.

Step 5: Save and Activate the Workflow

Click Create Workflow to finalize and save your rule. Make sure it’s set to Active in the Workflow dashboard so it runs automatically when the conditions are met.

Example Use Case

Workflow Name: After-Hours Responder
Condition:

  • Time: 6:00 PM to 9:00 AM
  • Days: Monday to Friday
    Action:
  • Send an auto-reply stating the team is currently unavailable
  • Assign tag Off Hours
  • Assign to support queue for next-day follow-up