For Microsoft Outlook, this manual-triggered workflow automates the categorization of emails using AI, streamlining email management by sorting messages into relevant categories like "action," "junk," "receipt," and more. With 36 interconnected nodes, it enhances productivity by efficiently processing and organizing emails, ensuring important messages are prioritized and easily accessible.
This workflow is designed for freelancers and small business owners who receive a high volume of emails and need an efficient way to categorize and manage them. It is particularly useful for those who rely on Microsoft Outlook for their email communication and want to streamline their workflow using automation. Users who are looking to leverage AI for better email management will find this workflow invaluable.
The workflow addresses the challenge of manually sorting through numerous emails by automating the categorization process. It uses AI to analyze the content of emails and assign appropriate categories based on predefined criteria. This reduces the time spent on email management, allowing users to focus on more important tasks and improving overall productivity.
1. Manual Trigger: The workflow starts when the user clicks the 'Test workflow' button.
2. Fetch Emails: It retrieves unread emails from the specified Outlook folder, applying filters to exclude flagged messages and those with existing categories.
3. Process Emails: Each email is processed in batches, where HTML content is sanitized and converted to markdown format.
4. AI Categorization: An AI agent analyzes the email content and assigns categories such as "action", "junk", "receipt", "SaaS", "community", or "business" based on the email's context.
5. Conditional Logic: The workflow checks if the email has been read and routes the email to the appropriate folder based on its category.
6. Update Email Categories: The workflow updates the email's categories in Outlook, ensuring that emails are correctly tagged for future reference.
7. Error Handling: If any errors occur during processing, they are caught and logged for review, allowing the workflow to continue without interruption.
- Adjust Email Filters: Modify the filters in the 'Microsoft Outlook23' node to change which emails are fetched based on your specific criteria.
- Change Categories: Update the category definitions in the 'varID & Category1' node to reflect your unique categorization needs.
- AI Model Settings: If you want to change the AI model used for categorization, update the 'Ollama Chat Model1' node with a different model name or parameters.
- Modify Email Processing Logic: Customize the sanitization and markdown conversion logic in the 'varEmal1' node to better fit your email formats.
- Add Additional Actions: You can add more nodes to perform actions based on specific categories, such as sending notifications or creating tasks in project management tools.