- Automatically categorize incoming emails based on predefined rules.
- Prioritize emails to ensure important messages are addressed first.
- Integrate contact information from CRM systems to enhance email context.
- Remove unnecessary HTML and formatting from email content for clarity.
- Utilize AI to analyze email content and suggest appropriate categories.
Trigger the workflow manually or on a schedule to check for new emails. Retrieve emails from Microsoft Outlook with specific filters applied. Process email content to remove HTML and irrelevant information. Analyze the cleaned email data using OpenAI's language model. Categorize and prioritize emails based on AI analysis and predefined rules. Update email categories and importance in Microsoft Outlook.
- 1Import the workflow template into n8n.
- 2Connect your Microsoft Outlook and OpenAI accounts.
- 3Set up Airtable and Monday.com integrations for contact and rule management.
- 4Adjust the email filters and categorization rules as needed.
- 5Test the workflow by triggering it manually to ensure proper functionality.