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Library / Email Automation

Email Automation

Turn video brief emails into priced PDF quotes with OpenAI, Gmail, Google Sheets and Slack

When you run it, it handles email with OpenAI / ChatGPT using Gmail, Google Drive, Google Sheets, Slack.

What it does

## Turn emailed video briefs into priced PDF quotes with OpenAI, Gmail, Google Sheets and Slack ### Who is it for Video producers and small studios who quote brand clients by email and want every brief priced the same way. ### How it works 1. A client emails a brief with "brief", "quote" or "video project" in the subject. The email, the first PDF and up to three reference images are read. 2. OpenAI pulls out the videos, lengths, deadline and budget. If details are missing, a reply asking for them is saved as a Gmail draft. 3. Plain code prices the job from your Rate Card tab, and you approve the price on Slack. 4. A PDF quote is saved to Google Drive. You choose Send it or Save as draft on Slack, so nothing reaches a client without you. 5. Each morning it checks for replies and drafts follow-ups after 3 quiet days. Each Monday you get a Slack report. ### How to set up - [ ] Connect Gmail, Google Sheets, Google Drive, Slack and OpenAI. - [ ] Run Run Once to Set Up one time. It creates the sheet, a Gmail label and a Drive folder. - [ ] Copy the three IDs from Show Your Setup Values into Quote Settings, with your name, email, currency and Slack member ID (Slack profile, three dots, Copy member ID). - [ ] Change the example prices in the Rate Card tab, set your timezone in the workflow settings, and publish. - [ ] Test it with a brief sent from a different address. Emails from your own address are ignored. ### Requirements Gmail, Google Sheets, Google Drive, Slack and an OpenAI API key. ### How to customize the workflow Change the subject words in When Brief Email Arrives, the follow-up timing in Decide Follow-up and the PDF layout in Build Quote Document.

The steps

  1. Run Once to Set Up
  2. When Brief Email Arrives
  3. Quote Settings
  4. Every Morning at 9
  5. Every Monday at 8
  6. Route by Trigger
  7. Read Email
  8. Find Quote for Thread
  9. Route by Thread
  10. Get Email with Attachments
  11. Tell Me About Extra Email
  12. Mark Quote Replied
  13. Tell Me About Reply
  14. Find Attachments

88 steps in total.

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