- Automatically categorize incoming emails based on content and sender.
- Prioritize important emails for immediate attention.
- Integrate CRM contacts for better context in email analysis.
- Utilize AI to enhance email management efficiency.
Trigger the workflow manually or via a schedule. Retrieve emails from Microsoft Outlook using specified filters. Analyze email content with OpenAI to determine categories and importance. Update email categories and importance in Microsoft Outlook. Sync contacts from Monday.com for enriched email context.
- 1Import the workflow template into n8n.
- 2Connect your Microsoft Outlook and OpenAI accounts.
- 3Configure the email retrieval parameters and filters.
- 4Set up the AI analysis parameters for categorization.
- 5Test the workflow to ensure proper functionality.