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Library / Email Automation

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

  1. Client Email Trigger
  2. Manual Test Trigger
  3. Workflow Configuration
  4. Classify Request vs SOW
  5. Parse AI Classification
  6. Is Out of Scope?
  7. Is Ambiguous?
  8. Draft Change-Order Email
  9. Send Draft to Freelancer
  10. Log to Scope Ledger
  11. Alert Freelancer to Review

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