Email Automation
Agent Workflow
When an API call/webhook arrives, it handles email using Google Docs, Google Sheets, Outlook.
What it does
### Customer Experience Agent (AI) Now this Node is an AI Agent who is speicalized to understand the Lead Source and the Inquiry sent by Cusomter. The Agent will look at company information, which has detials of producuts and services defined in Google Docs, and the Contacts Sheet where a column must be added mentioning that who is the person dealing in which products, solutions and services. Once the inquiry is about speicifc product solution and service it will look from the sheet and then will decide to whom the email has to be sent. Details is defined in the Agent. Make sure to drag fields from http request node
The steps
- Customer Lead AI Agent
- OpenAI Chat Model
- Abbriviations
- Lead Body
- Source Website and Status Open
- Microsoft Outlook
- Email Body Text Generated by AI
- Fields for Outlook
- Email Body for Outlook
- Inquiry has Notes
- Inquiry is Valid?
- Company Profile
- Company Policies
- Company Contact Database
16 steps in total.
Similar automations
Email AutomationAuto-Categorize Outlook Emails into Folders with an AI Agent8 stepsEmail AutomationLog Vapi legal intake calls to Google Sheets, Gmail/Outlook, and Clio11 stepsEmail AutomationReply to Outlook Emails with an OpenAI Agent4 stepsEmail AutomationSort Outlook Email with AI and Alert Telegram14 steps