Burai DataBridge is an intelligent assistant developed to help users stay organized by automatically converting important emails into actionable tasks.
By reducing the need for manual sorting and task entry, DataBridge allows users to focus on their most critical work.
This guide provides a clear, step-by-step explanation of how DataBridge works, how to set it up to match individual workflows, and how it keeps tasks updated throughout the day—all while prioritizing user privacy and control.
Introduction: What Is Burai DataBridge?
Burai DataBridge is more than just an email helper, it is a smart assistant designed to streamline daily responsibilities. When integrated into a user's workflow, it automatically scans incoming emails to extract actionable items such as deadlines, follow-ups, and key reminders. The tool then converts this information into tasks that are easy to track and manage in Burai WorkOS . This automation process not only helps reduce the administrative burden but also ensures that no critical detail is overlooked.
Key benefits include:
Time Savings: Users can avoid manually reviewing every email.
Enhanced Productivity: The assistant highlights important tasks to keep the workday on track.
User Control: DataBridge offers customizable settings so that users can define precisely which emails should trigger task creation.
Privacy: Users retain full control over what data is used, with the ability to select which folders and senders are included.
Getting Started with Burai DataBridge
When users first log in to Burai WorkOS, Burai DataBridge makes its presence known through a friendly, unobtrusive prompt. This introductory step is designed to ensure that every user is aware of the powerful productivity tool available to them—even if they have not yet decided to activate it.
How It Works on First Sign-In:
Initial Notification:
A tooltip appears in the top right corner of the screen upon first sign-in.
This tooltip briefly explains that Burai DataBridge is available to transform emails into tasks, though it starts off disabled.
Keeping the User Informed:
The tooltip remains visible until the user either initiates the setup process or dismisses the alert by clicking the “x.”
Activation:
Users have two straightforward options to begin using DataBridge:
Click directly on the tooltip to start the guided setup.
Navigate later to Settings > Burai DataBridge and select Connect under the section labeled “Create tasks from my emails.”
By presenting these options clearly, Burai DataBridge ensures that users are always in control of when and how they activate this feature.
The Onboarding Journey
Once activated, users are guided through a friendly onboarding process that explains the functionality, benefits, and privacy features of Burai DataBridge. The process is broken down into four easy-to-understand steps, ensuring that even non-technical users can follow along.
Step-by-Step Overview:
Meet Burai DataBridge:
The onboarding begins with an introduction to the assistant. Here, users learn that DataBridge is designed to help manage their workload by turning actionable emails into tasks. This initial step sets the stage by emphasizing how the assistant takes over routine task management.How It Works:
This step explains the process behind the scenes. DataBridge accesses email data (with user permission) to spot important deadlines, follow-ups, and other actionable items. Detailed yet simple visuals and text help clarify that nothing critical will be missed.Your Privacy, Your Choice:
DataBridge places a strong emphasis on user control. In this phase, the onboarding process details how users can select which email folders and contacts DataBridge will monitor. Users appreciate knowing that they can protect their sensitive information and ensure that only relevant data is used.Connecting DataBridge:
The final step involves clicking the Connect DataBridge button. After doing so, the system logs the user out temporarily to securely apply the new settings. Once the user logs back in, DataBridge is fully activated and ready to work automatically.
These steps collectively build user confidence by clearly explaining what to expect and allowing customized control over the process.
Setting Up DataBridge for a Personalized Workflow
After reconnecting post-activation, users are taken to a simple, intuitive setup interface. This is where DataBridge is tailored to individual needs, allowing users to define which emails should be transformed into tasks.
Choosing Email Folders
DataBridge provides an easy way to select which folders in the user’s email account contain the actionable items they want to track.
Selecting Folders:
Users can choose from standard folders such as Inbox, Sent Items, and Archived Emails.
Options extend to custom folders that might be dedicated to specific projects or clients.
Why Folder Selection Matters:
Monitoring only selected folders means that irrelevant emails (like spam or bulk promotions) do not clutter the task list.
This focused approach increases productivity by ensuring that only pertinent emails are processed.
Adjustable Settings:
If users’ workflows change, they can easily update folder selections through the DataBridge settings interface.
This step gives users the flexibility to define their workspace precisely, ensuring a seamless integration with their everyday email habits.
Selecting Email Senders
In addition to folder selection, DataBridge offers another layer of customization by enabling users to choose which email senders should trigger task creation.
Understanding Sender Categories:
Organizational Contacts:
Typically, emails from within the company are reliable and usually include actionable items. These are set by default for monitoring.Non-Organizational Contacts:
Emails from outside the organization are not automatically selected. This helps prevent the assistant from creating tasks based on newsletters or less relevant communications.
Final Selection Process:
Users review a list of senders compiled from emails received in the past four weeks.
By clicking Confirm and create tasks, they finalize the process, at which point DataBridge begins processing emails from selected senders.
These steps ensure that the task management system focuses on what truly matters to the user.
Behind the Scenes: Automated Task Creation
After configuration, Burai DataBridge works autonomously in the background to keep the user's task list updated. This seamless operation is one of the tool's greatest strengths.
Email Extraction Details:
The assistant scans emails from the past 7 days, ensuring that tasks are created from recent and actionable information.
A maximum of 5,000 emails is processed per session. In case the account contains more than this number, DataBridge processes only the first 5,000 emails and notifies the user of this limit.
Continuous Monitoring:
Once the settings are confirmed, every time an email arrives in the selected folders from an approved sender, DataBridge automatically analyzes the content.
Any actionable items identified are converted into tasks, keeping the user’s to-do list current and relevant without manual intervention.
This consistent, automated process allows users to focus on their core activities without worrying about missed deadlines or forgotten tasks.
Troubleshooting and Getting Help
Recognizing that technical issues can occasionally occur, Burai DataBridge includes built-in support options to help users quickly resolve any problems.
Error Messages and Support Options:
If an error occurs during operation, an informative message is displayed on the screen. This message outlines the next steps to help resolve the issue.
Available Solutions:
Try Again:
This option gives DataBridge another chance to connect, ideal for addressing temporary glitches or minor network issues.Report a Problem:
If the error persists, users can click this option to open a support form. By providing details about the issue, users enable the Burai support team to offer targeted assistance and resolve the problem efficiently.