How to Create an AI Agent to Extract Emails Using Pabbly Connect

Learn how to create an AI agent to extract emails and log details into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Extraction

To create an AI agent for email extraction, start by accessing Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. Here, you will find options to sign in or sign up for free, allowing you to explore the features of Pabbly Connect.

If you’re a new user, click on ‘Sign up for free’ to get started. For existing users, simply sign in. Once logged in, click on ‘Access Now’ under Pabbly Connect to reach your dashboard, where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Name it ‘How to Create an AI Agent to Extract an Email’ and select a folder to save it in, such as the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Select ‘Email Parser’ as your trigger application.
• Choose ‘New Email Received’ as the trigger event.

This setup will allow Pabbly Connect to listen for new emails and process them accordingly. Once you have set your trigger, you can proceed to configure the email parser settings.

3. Configuring the Email Parser in Pabbly Connect

Next, you need to configure the email parser in Pabbly Connect. Copy the email parser address provided in the workflow and head over to your Gmail settings. In Gmail, navigate to ‘See All Settings’ and then to the ‘Forwarding and POP/IMAP’ tab.

Click on ‘Add a Forwarding Address’ and paste the email parser address you copied earlier. After confirming the forwarding address through verification, return to your Pabbly Connect workflow to capture the email parser response.

• Click on ‘Recapture Email Parser Response’ to get the latest email data.
• Send a test email to the Gmail account to trigger the parser.

Once the email is sent, Pabbly Connect will capture the response, allowing you to see the email details, which will be used in the next steps of your automation.

4. Adding Filter Conditions in Pabbly Connect

To ensure that only relevant emails trigger your workflow, you need to add filter conditions in Pabbly Connect. Select ‘Filter by Pabbly’ as your action application and choose the ‘Filter Values’ action event.

Set up your filter by selecting the subject line of the email. You can create conditions such as:

If the subject contains the word ‘interested.’ If the subject contains the word ‘query.’ If the subject contains the word ‘quote.’

This will ensure that only leads or inquiries trigger the next steps in your automation. After setting your conditions, click ‘Save and Send Test Request’ to verify that the filter works as intended.

5. Extracting Lead Details Using Open AI in Pabbly Connect

Now you can proceed to extract lead details from the email using Open AI within Pabbly Connect. Select Open AI as your action application and choose ‘Chat GPT’ as the action event. If you haven’t connected your Open AI account yet, you will need to do so by providing your API key.

Once connected, enter the prompt to extract lead information. For example, instruct the AI to extract the following details from the email body: full name, phone number, company name, and inquiry summary. Map the email subject and body from the previous steps to ensure dynamic data extraction.

Click ‘Save and Send Test Request’ to test the extraction. Verify that the AI successfully extracts the details from the email.

With this, you have successfully configured the AI agent to extract lead details automatically. The extracted information can now be sent to Google Sheets for storage and organization.

Conclusion

In this tutorial, we demonstrated how to create an AI agent using Pabbly Connect to extract emails and log the details into Google Sheets. By following these steps, you can automate your email processing and improve your lead management efficiency.

Utilizing Pabbly Connect simplifies the integration process, allowing you to focus on your business while the automation handles the repetitive tasks. Try this setup in your own business to experience seamless email management!