Email Automation
Draft change-order replies to out-of-scope client emails with Gmail and OpenAI
Checks each new Gmail client email against your agreed scope in Google Sheets and drafts a firm change-order reply with OpenAI, alerting you via Telegram.
What it does
## Scope Creep Guard: AI Change-Order Assistant for Freelancers Clients keep asking for "one small extra" and freelancers say yes to avoid awkward conversations, bleeding 30+ unbilled hours per project. This workflow watches your inbox, compares every client request against your agreed scope of work, and drafts a warm-but-firm change-order email the moment a request falls outside the scope. ### How it works 1. The Gmail trigger fires on every new client email (press Execute on the manual trigger any time to test with a sample). 2. The Configuration node holds everything you edit once: your scope of work text, hourly rate, and where drafts and alerts go. 3. AI reads the email against your scope and classifies it: in_scope, out_of_scope, or ambiguous, quoting the exact scope clause and estimating extra hours and cost. 4. Out-of-scope requests get a ready-to-review change-order draft emailed to YOU (not the client). Ambiguous ones ping you on Telegram. In-scope ones are just logged. 5. Every decision lands in a Google Sheets ledger so you always know how much unbilled work you quoted, waived, or are still owed. ### Setup 1. Paste your scope of work (or scope bullets) into the Configuration node. 2. Set the Gmail trigger filter to your client, e.g. from:client@company.com. 3. Connect Gmail, OpenAI, Google Sheets, and Telegram credentials. 4. Create a blank Google Sheet and paste its ID into the Configuration node. Nothing is ever sent to the client automatically. You always review first.
The steps
- Client Email Trigger
- Manual Test Trigger
- Workflow Configuration
- Classify Request vs SOW
- Parse AI Classification
- Is Out of Scope?
- Is Ambiguous?
- Draft Change-Order Email
- Send Draft to Freelancer
- Log to Scope Ledger
- Alert Freelancer to Review
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