How to Summarize Received Outlook Email and Send on Slack Using Pabbly Connect

Learn how to use Pabbly Connect to summarize Outlook emails and send them on Slack using AI. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Summarization

To begin automating the summarization of received Outlook emails, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com/connect.

Once on the landing page, you will see options to sign in or sign up. Existing users should click on ‘Sign In’, while new users can opt for ‘Sign Up for Free’ to receive 100 tasks monthly. After signing in, navigate to the Pabbly apps page and select Pabbly Connect to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow for summarizing received Outlook emails. Click on the ‘Create Workflow’ button, and enter a suitable name such as ‘How to Summarize Received Outlook Email and Send on Slack Using AI Agent’. using Pabbly Connect

• Enter a name for your workflow.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two boxes labeled Trigger and Action. The trigger box is where you set the event that starts the workflow, while the action box defines what happens next.

3. Setting Up Trigger and Action in Pabbly Connect

To summarize received Outlook emails, select Microsoft Office 365 as the trigger application. Choose the ‘New Mail’ trigger event, then click on ‘Connect’. If you have an existing connection, select ‘Save’; otherwise, create a new connection by clicking on ‘Add New Connection’. using Pabbly Connect

After connecting to Microsoft Office 365, grant the necessary permissions. Once authorized, Pabbly Connect will check for new emails every 10 minutes due to its polling nature. This means you will not receive instant notifications but rather periodic updates.

• Select Microsoft Office 365 as the trigger application.
• Choose ‘New Mail’ as the trigger event.
• Connect and authorize your Microsoft account.

After setting up the trigger, you can test this step by sending a sample email to your Outlook account to ensure that Pabbly Connect captures the new mail correctly.

4. Integrating OpenAI for Email Summarization

Once the trigger is set up, the next step is to integrate OpenAI for summarizing the received email. Select OpenAI as the action application, and choose ‘Chat GPT’ as the action event. Click on ‘Connect’ and enter your API token to establish the connection. using Pabbly Connect

Enter the AI model and prompt for summarization. For example, set the AI model to ‘GPT-4 Mini’ and write a prompt like ‘Summarize the following email in three bullet points focusing on key takeaways, action items, and the tone of the email.’ Use mapping to pull the email content dynamically from the previous step.

Select OpenAI as the action application. Choose ‘Chat GPT’ as the action event. Enter your prompt and map the email content.

After setting up the prompt and mapping, click ‘Save and Send Test Request’ to generate the summary. Review the response to ensure it meets your requirements.

5. Sending the Summary to Slack Channel

The final step in this automation is sending the summarized email to a Slack channel. Add a new action step, select Slack as the action application, and choose ‘Send Channel Message’ as the action event. Connect to your Slack account by entering the required token.

Specify the channel ID where you want to send the message and enter the message content, which will be the summary generated by OpenAI. Click ‘Save and Send Test Request’ to send the message to your Slack channel.

Select Slack as the action application. Choose ‘Send Channel Message’ as the action event. Enter the channel ID and message content.

After sending the message, check your Slack channel to confirm that the summary has been delivered successfully. This completes the automation process using Pabbly Connect.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of summarizing received Outlook emails and sending them to Slack. This integration not only saves time but also enhances communication within teams. Start using Pabbly Connect today to streamline your workflows!