How to Summarize Received Gmail Emails and Send to Slack Using Pabbly Connect

Learn how to automate summarizing Gmail emails and sending them to Slack using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of summarizing received Gmail emails and sending them to Slack, start by accessing Pabbly Connect. You can do this by visiting pabby.com/connect in your browser. Once there, sign into your Pabbly account using the ‘Sign In’ option located at the top right corner.

After signing in, you will arrive at the Pabbly apps page. Here, click on the Pabbly Connect icon to access the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. This action sets the stage for integrating Gmail and Slack through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for summarizing emails and sending them to Slack. Name your workflow ‘How to Summarize Received Gmail Email and Send on Slack Using AI Agent’. Select the appropriate folder to save your workflow, then click on the ‘Create’ button.

• Click on ‘Create Workflow’.
• Enter a name for your workflow.
• Select the folder for saving the workflow.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. In this case, the trigger will be set to capture new emails received in Gmail, while the action will summarize the email using OpenAI and send the summary to Slack. This is where Pabbly Connect plays a crucial role in linking these applications together.

3. Setting Up the Trigger with Gmail Parser

Now that the workflow is created, the next step is to set up the trigger. Select ‘Email Parser by Pabbly’ as your trigger application. Choose the event ‘New Email Received’ to initiate the workflow when a new email arrives. You will be provided with an email parser address.

Forward your Gmail emails to the provided parser address. This is done by accessing your Gmail settings, selecting ‘See All Settings’, and then navigating to the ‘Forwarding and POP/IMAP’ tab. Add the parser address as a forwarding address and confirm the verification. Once this is done, Pabbly Connect will be ready to capture the email details automatically.

4. Filtering Emails for Relevant Summaries

To ensure that only relevant emails are processed, you can set up a filter in Pabbly Connect. After capturing the email response, add a new action step and select ‘Filter by Pabbly’. Set the filter condition based on the subject of the email, such as checking if it contains the word ‘order’.

• Choose ‘Filter by Pabbly’ as the action application.
• Set the filter type to ‘Contains’ and specify the keyword.
• Save the filter settings to proceed.

This filtering step ensures that only emails related to orders are summarized and sent to Slack. Utilizing Pabbly Connect for filtering allows you to streamline the process efficiently.

5. Summarizing Emails and Sending to Slack

After filtering, the next action is to summarize the email. Add another action step, select OpenAI, and choose the action event ‘ChatGPT’. Connect to OpenAI using your API key and specify the model you wish to use, such as ‘GPT-4 Mini’. In the prompt, instruct OpenAI to summarize the email content in bullet points suitable for Slack messages.

Finally, add another action step to send the summary to Slack. Choose Slack as the action application and select ‘Send Channel Message’. Connect to your Slack account, select the channel ID, and map the message content from the OpenAI response. This process demonstrates how Pabbly Connect effectively facilitates the entire workflow from Gmail to Slack.

Conclusion

This tutorial has guided you through the process of summarizing received Gmail emails and sending them to Slack using Pabbly Connect. By following these steps, you can automate your email management and ensure your team stays informed promptly. Utilizing Pabbly Connect simplifies the integration process between Gmail, OpenAI, and Slack, enhancing your productivity.