Automate Email Summarization Using Pabbly Connect and AI Agent

Learn how to automate email summarization with Pabbly Connect and an AI Agent step-by-step for efficient lead management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Summarization

To begin automating email summarization, first access Pabbly Connect by navigating to the URL pav.com/connect/inr in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users should simply sign in. Once logged in, you can explore the powerful automation capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ option to initiate a new automation. You will be prompted to name your workflow for easy identification.

• Provide a name for the workflow, e.g., ‘Automated Email Summarization’.
• Select an appropriate folder for your automation.
• Click on the ‘Create’ button to save your workflow settings.

Once created, the workflow screen will display trigger and action options essential for setting up email summarization automation.

3. Setting Up the Trigger with Gmail

In the trigger section, select Gmail as the application to initiate the workflow. The trigger event should be set to ‘New Email Received’. This means that every time a new email arrives in your Gmail account, it will trigger the workflow.

To connect Gmail with Pabbly Connect, you will use the Email Parser feature. Copy the provided email parser address and paste it into your Gmail settings under ‘Forwarding and POP/IMAP’. This will allow emails received in Gmail to be forwarded to Pabbly Connect.

4. Integrating AI Agent for Email Summarization

After setting up the trigger, the next step is to integrate the AI Agent for summarization. In the action step, choose OpenAI as the application. The action event should be set to ‘Summarize Email’. This integration allows you to utilize AI for summarizing the content of the received emails.

• Ensure you are logged into your OpenAI account to create a connection.
• Provide the necessary API token to facilitate the connection between OpenAI and Pabbly Connect.
• Set the model to use for summarization, e.g., GPT-4.

With this setup, the AI Agent will automatically summarize incoming emails based on the defined parameters, enhancing productivity and efficiency.

5. Recording Summarized Emails in Google Sheets

The final step is to record the summarized email details in Google Sheets. In the action step, select Google Sheets as the application and choose ‘Add New Row’ as the action event. This allows you to create a systematic record of the summarized inquiries. using Pabbly Connect

Map the fields from the AI Agent’s response to the corresponding columns in your Google Sheets, such as name, email, subject, and summarized inquiry. Once mapped, click on ‘Save and Send Test Request’ to ensure that the data is recorded correctly.

Conclusion

By following the steps outlined in this tutorial, you can effectively automate email summarization using Pabbly Connect and an AI Agent. This integration allows for efficient lead management, ensuring that you never miss important inquiries while maintaining organized records.