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Library / Email Automation

Email Automation

Sort Outlook Emails with OpenAI Using monday.com Contacts

On a schedule or manual run, OpenAI categorizes and sets the importance of Outlook emails using supplier and client contacts from monday.com and Airtable.

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What it does

## CRM Contact List Integration For this workflow I am retrieving supplier & client contacts from Monday.com the email assistant has better context to categorise, prioritise and reply to emails. The list is updated daily or you can change the scheduler trigger to update more or less frequently. You could replace this with your own CRM.

The steps

  1. When clicking ‘Test workflow’
  2. Microsoft Outlook23
  3. OpenAI Chat Model
  4. Set Category
  5. Structured Output Parser
  6. If Node
  7. Set Importance
  8. AI: Analyse Email
  9. Check Mail Schedule Trigger
  10. Update Contacts Schedule Trigger
  11. Monday.com - Get Contacts
  12. Airtable - Contacts
  13. Convert to Markdown
  14. Email Messages

22 steps in total.

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