Add a contact from email

Add a contact from email in Gmail — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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This sender just emailed with a purchase question and I want to follow up. Add Priya Sharma from…
This sender just emailed with a purchase question and I want to follow up. Add Priya Sharma from priya.sharma@acme.com to my contacts with her company Acme Solutions and note ‘purchase leads — follow up next week’. Include her phone number if it’s in the signature.

Improve — make it easier to accept

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Before adding, extract useful fields from the signature and message: company name, job title,…
Before adding, extract useful fields from the signature and message: company name, job title, phone, timezone. Put the reason to contact up front — ‘purchase lead’ — and warn if the sender uses a generic team inbox that shouldn’t be added as a single contact.

Decide — diagnose the stuck moment

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I got a brief inquiry from someone at Acme and I don’t know if it’s a personal contact or a generic…

I just received an email that looks like a sales lead but the signature is sparse.

I got a brief inquiry from someone at Acme and I don’t know if it’s a personal contact or a generic team address. I’m afraid adding the wrong contact will clutter my list. Should I add priya.sharma@acme.com as a contact now or wait for a clearer identifier? Recommend the best next step and why.

Become — change the pattern

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I keep ignoring new contacts in emails and later spend time hunting histories when it’s time to…

I never add contacts promptly and then can’t find follow-ups

I keep ignoring new contacts in emails and later spend time hunting histories when it’s time to follow up. What habit should I adopt so important contacts get captured without adding noise? Propose one checklist step I can apply to every qualifying email and how to audit it weekly.

Next to this one

Other email work people do in Gmail.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.