Auto-categorize Gmail emails with AI and send prioritized Slack alerts
Who is this for? - Teams using Gmail and Slack who want to streamline email handling. - Customer support, sales, and operations teams that want emails sorted by topic and priority automatically. - Anyone tired of manu...
Template notes
Who is this for? - Teams using Gmail and Slack who want to streamline email handling. - Customer support, sales, and operations teams that want emails sorted by topic and priority automatically. - Anyone tired of manually triaging customer emails.
What does it solve? - Stops important messages from slipping through the cracks. - Automatically identifies the nature and urgency of incoming emails. - Routes emails to the right Slack channel with a clear, AI-generated summary.
How it works - The workflow watches for unread emails in your Gmail inbox. - It fetches the full email content and passes it to OpenAI for classification. - The AI returns structured JSON with the email’s category, priority, summary, and sender. - Based on the AI result, it assigns a label and Slack channel. - A message is sent to the right Slack channel with the details.
How to setup? 1. Connect credentials: - Gmail (OAuth2) - Slack (OAuth2) - OpenAI (API Key)
2. Adjust email polling: - Open the Gmail Trigger node and set how frequently it should check for new emails.
3. Verify routing settings: - In the “Routing Map” node, update Slack channel IDs for each category if needed.
4. Customize AI behavior (optional): - Tweak the AI Agent prompt to better match your internal categorization rules.
How to customize this workflow to your needs - Add more categories: Update the AI prompt and the schema in the “Structured Output Parser.” - Change Slack formatting: Modify the message text in the Slack node to include links, emojis, or mentions. - Use different routing logic: Expand the Routing Map to assign based on keywords, domains, or even sentiment. - Add escalation workflows: Trigger follow-up actions for high-priority or complaint emails.