ManualTrigger Automate

For the ManualTrigger Automate workflow, streamline your email management by automatically categorizing Outlook emails using AI. Triggered manually, this complex workflow integrates with Sticky Note and LangChain to enhance organization and efficiency. It processes flagged emails, applies custom categories, and moves messages to designated folders, ensuring a tidy inbox and improved productivity.

7/8/2025
36 nodes
Complex
manualcomplexsticky notelangchainmicrosoftoutlooksplitinbatchesmarkdownfilteradvancedlogicconditionalrouting
Categories:
Communication & MessagingComplex WorkflowManual Triggered
Integrations:
Sticky NoteLangChainMicrosoftOutlookSplitInBatchesMarkdownFilter

Target Audience

This workflow is ideal for freelancers, small business owners, and professionals who manage a significant volume of emails daily. It is particularly useful for those who need to categorize emails efficiently and automate email management tasks, enabling them to focus on more critical business activities.

Problem Solved

Managing emails can be overwhelming, especially when dealing with spam, promotional emails, and important communications. This workflow automates the categorization of Outlook emails, ensuring that users can easily identify and prioritize important messages while filtering out unwanted content. It helps in reducing the time spent on email management, allowing users to concentrate on their core tasks.

Workflow Steps

  • Manual Trigger: The workflow starts when the user clicks the 'Test workflow' button.
    2. Fetch Emails: The workflow retrieves emails from the Outlook inbox that are not flagged and do not have any categories assigned.
    3. Loop Over Emails: Each email is processed one by one to extract relevant information such as subject, sender, and body content.
    4. Sanitize Email Content: The body of the email is cleaned to remove unnecessary HTML and formatting, preparing it for analysis.
    5. Categorization with AI: The sanitized email is sent to an AI agent which categorizes the email into predefined categories like action, junk, receipt, SaaS, community, business, or other. The AI ensures the output is in valid JSON format.
    6. Update Email Categories: Based on the AI's output, the workflow updates the email's categories in Outlook.
    7. Move Processed Emails: Emails are moved to designated folders based on their categories, ensuring organized email management.
    8. Error Handling: Any errors encountered during processing are captured and can be reviewed for troubleshooting.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Categories: Adjust the categories in the 'varID & Category1' node to fit their specific needs or preferences.
    - Changing Email Filters: Alter the filters in the 'Microsoft Outlook23' node to fetch different sets of emails based on specific criteria.
    - Adjusting AI Parameters: Users can tweak the AI model parameters (like temperature) in the 'Ollama Chat Model1' node to influence the categorization behavior.
    - Updating Sticky Notes: The sticky notes throughout the workflow can be edited to include additional instructions or notes for future reference or team members.
    - Expanding Workflow Steps: Users can add more nodes to introduce additional processing steps, such as sending notifications or generating reports based on categorized emails.