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How to Streamline Your Email Templates

Writer's picture: Jessica Kryzer, Founder & CEOJessica Kryzer, Founder & CEO

Want to save time and streamline your email communications? This is my favorite admin hack, which I use daily for Mindful Admins operations.

 

Turn on your Gmail Templates!

 

Gmail’s Templates feature allows you to create and reuse messages for frequently sent emails—like appointment confirmations, follow-ups, or billing inquiries.

 

Here’s how to turn on and use this feature:

 

Step 1: Enable Templates in Gmail

 

  1. Open Gmail and click the gear icon in the top-right corner.

  2. Select “See all settings.”


    Google workspace settings

  3. Go to the “Advanced” tab.

  4. Find the “Templates” section and select “Enable.”

  5. Scroll down and click “Save Changes.”


    Google Workspace advanced settings

 

Step 2: Create Your First Template

 

  1. Compose a new email with the text you want to save as a template.

  2. Click the three dots (More Options) in the bottom-right corner of the compose window.

  3. Hover over “Templates” and select “Save draft as template > Save as new template.”

  4. Give it a name for easy access!



    Google Workspace tempaltes

 

Step 3: Use Your Template

 

  1. Open a new email and click the three dots (More Options).

  2. Hover over “Templates” and select the one you need.

  3. Customize as needed, then hit send!

 

Pro Tip: Use templates for new inquiries, frequently asked questions, follow-up reminders, or onboarding emails. This small change can save you hours over time and keep your email responses consistent and professional.


Need help setting up templates or exploring other time-saving tools? Let’s chat and work together. Learn more about our services by watching this short video, and then click here to schedule a 15-minute discovery call with our CEO, Jessica Kryzer.

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