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    Quicktion vs InFiler: the Quicktion alternative for client work

    By the InFiler product team

    Quicktion gets your emails into your apps. InFiler gets your client work done from the email itself.

    Download for Outlook

    Forwarding tool vs Outlook add-in: the short answer

    Quicktion is a forwarding tool. Each destination gets its own email address, and whatever you send there becomes a new row, page or card in Notion, Airtable, Google Sheets, Linear, Trello or Google Drive. It's quick to set up and works with any email client.

    InFiler is an Outlook add-in (Gmail in early access) that works inside the email you're reading. You decide what the email means: which client or project it belongs to, what task it creates and for whom, how much time to bill, which expense to record, which folder the documents go in. When you hit save, the record in your app is finished.

    Forwarding moves the email. InFiler moves the work. If you're looking for a Quicktion alternative because your business runs on clients, that's the difference that matters.

    Quicktion vs InFiler at a glance

    FeatureInFilerQuicktion
    How you use itA panel inside the email you're reading, in Outlook (Gmail in early access)Forward emails to a dedicated address, by hand or with mailbox rules. A Gmail add-on is also available
    Who decides what's savedYou, per email: client, due date, assignee, duration, billable, amount, folderDefaults you set once per destination; optional AI fills fields on the Pro plan
    Link to an existing client or matterYes — search your records and attach the emailEach email creates a new record
    TasksAirtable or Monday.com, with due date, priority, assignee and attachmentsNew record, card or issue per forwarded email
    Time entriesAirtable or Harvest, with duration, date, billable and notesNot available
    ExpensesAirtable or Harvest, with amount and date pre-filled from the email, plus the receiptCan capture receipt emails as records
    DocumentsChoose which attachments to keep, rename them, pick the Dropbox folder, save the email as PDFAttachments uploaded to the destination; Google Drive saves the email as PDF
    Client contextSee the sender's open matters, recent time, tasks and documents while you readNot available
    Edit after savingUpdate a task, time entry or expense from the same email laterEdit in the destination app
    IntegrationsAirtable, Monday.com, Harvest, DropboxNotion, Google Sheets, Airtable, Linear, Trello, Google Drive
    Email clientsOutlook on the web, Windows and Mac (Microsoft 365). Gmail in early accessAnything that can forward: Gmail, Outlook, Apple Mail, Spark, Yahoo, Thunderbird
    AINoneOptional on Pro, processed by Google Vertex AI (Gemini)
    PricingFree plan · paid from $6.50/seat/month, billed annually (see pricing)Free plan (25 emails/month) · paid from $12/month (see their pricing)

    Forwarding saves the email. Your team still has to do the work.

    A forwarded email lands in your app with its subject, sender, body and attachments. That's useful. But look at what's still missing when it arrives:

    • Which client or project is it about?
    • Who is responsible for the follow-up, and by when?
    • How much time did it take, and is it billable?
    • Is that attachment the signed contract, and where should it be filed?

    Someone still has to open the app, find the new record, link it to the right client, fill in the fields and log the time somewhere else. The copy-paste moved, it didn't disappear.

    The same client email, in both tools

    A client writes: "Can you review the attached agreement and send your comments by Friday?"

    With Quicktion

    The email becomes a new row in your Airtable table, tagged with whatever defaults you set for that address. Then you open Airtable, link the row to the client, set the due date, assign it, and open Harvest to log your time.

    With InFiler

    Without leaving the email you:

    1. Attach it to the client's project in Airtable.
    2. Create a task due Friday in Monday.com or Airtable, assigned to your colleague, with the agreement attached.
    3. Log 0:30 of billable time to the client in Harvest.
    4. Save the agreement to the client's Dropbox folder.

    Each record arrives complete, in the right place, because you made the calls while the context was in front of you. Nothing to clean up afterwards.

    No forwarding rules: you stay in your Outlook inbox, in control

    Quicktion's hands-off mode depends on mailbox rules that auto-forward messages to an outside address. Rules can sort by sender or subject, but they can't tell that a repeat client's email is about one engagement and not another. And on Microsoft 365, automatic forwarding to external addresses is switched off by default, so running those rules usually means asking an administrator to change a security setting.

    InFiler doesn't forward anything and doesn't rely on rules. It works on the email in front of you, through Microsoft's own add-in platform, and it doesn't send your mail to an AI model. You decide what gets filed, where, and with what detail.

    When to choose Quicktion or InFiler

    When Quicktion is the better choice

    • You work in Notion, Google Sheets, Linear or Trello — InFiler doesn't connect to those today.
    • You use Apple Mail, Spark, Thunderbird or another client without add-in support.
    • You want fully automatic capture of high-volume, routine email like newsletters, receipts or lead notifications, with no clicks at all.
    • You want AI to summarize emails or extract fields for you.

    When InFiler is the better choice

    • Your work is organized around clients, projects or matters, and emails need to attach to records that already exist.
    • You bill for your time and want to log it from the email that created the work.
    • You want tasks, time, expenses and documents handled from one panel, instead of one tool per app.
    • You'd rather decide what's filed than set up rules and clean up afterwards.
    • You're on Microsoft 365 and don't want to ask IT to allow external auto-forwarding.

    Quicktion vs InFiler: frequently asked questions

    Is InFiler a Quicktion alternative?

    Yes, for professionals who work with clients from Outlook or Gmail — firms, consultancies, accounting practices, agencies. Quicktion is the broader choice for automatically moving large volumes of email into Notion, Sheets, Linear or Trello.

    Does Quicktion have an Outlook add-in?

    No. Quicktion supports Outlook by forwarding, manually or through Outlook mailbox rules, to a dedicated Quicktion address. It has a dedicated add-on for Gmail only. InFiler is a native Outlook add-in, available on Microsoft AppSource.

    Can I log billable time from an email with Quicktion?

    Quicktion doesn't create time entries. InFiler logs time to Harvest or Airtable directly from the email, with duration, date, billable status and notes.

    Does Quicktion auto-forwarding work with Microsoft 365?

    Manual forwarding works. Automatic forwarding rules to external addresses are blocked by Microsoft 365's default outbound policy, so an administrator has to allow them first.

    Can I save Outlook emails to Airtable with InFiler?

    Yes. InFiler attaches Outlook emails to existing client or project records in Airtable, and can also create tasks, time entries and expenses there, with the fields you choose filled in before saving.

    Your client work starts in your inbox. Finish it there.

    Download for Outlook

    Quicktion is a trademark of its respective owner. This comparison is based on publicly available information as of September 26, 2026. InFiler is not affiliated with or endorsed by Quicktion.