How to Create an AI Agent for Automated Email Extraction with Pabbly Connect

Learn how to automate email extraction using Pabbly Connect, integrating Gmail, Open AI, and Salesforce 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 Automation

To start creating an AI agent for automated email extraction, first access Pabbly Connect. Navigate to the homepage by entering the URL Pabbly.com/connect in your browser. This platform allows you to automate tasks without coding, making it user-friendly for everyone.

Once on the homepage, you will see options to sign in or sign up for free. If you’re a new user, click on sign up for free to create a new account. As an existing user, click on sign in to log into your account. After signing in, access the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the create workflow option. This opens a dialog box where you can name your workflow. For this tutorial, name it Create an AI Agent to Extract Emails.

• Select a folder for organization, such as AI Automations.
• Click on create to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger initiates the workflow, while the action is the response to that trigger. For this integration, you will set Gmail as the trigger application.

3. Setting Up Gmail as the Trigger Application

To set up Gmail as your trigger application in Pabbly Connect, select Email Parser by Pabbly as the trigger application. Choose the trigger event as New Email Received. This allows Pabbly Connect to react to incoming emails.

Next, you will receive an email parser address (email hook) that connects your Gmail account with Pabbly Connect. Copy this email hook and go to your Gmail settings. Under the Forwarding and POP/IMAP tab, add the email hook to enable email forwarding.

• Click on Add a Forwarding Address.
• Paste the email hook and proceed with the verification process.

Once verified, enable forwarding for incoming emails to the email parser address. This setup ensures that every email received in your Gmail account is captured by Pabbly Connect for further processing.

4. Integrating Open AI for Email Extraction

With Gmail set up as the trigger, the next step is to integrate Open AI as the action application in Pabbly Connect. Select Open AI and choose the action event as Chat GPT for extracting email details.

To connect Open AI, you need an API key. Click on Add New Connection and follow the instructions to obtain your API key from the Open AI platform. Once obtained, paste the key into Pabbly Connect and save the connection.

Select the model you want to use, typically the latest version available. Provide a prompt that instructs Open AI to extract details from the email.

For example, the prompt could be: Extract the details from this email and provide them in JSON format. This instruction helps the AI understand what information to retrieve from the email.

5. Adding Extracted Details to Salesforce CRM

After extracting the email details, the final step is to send this information to your Salesforce CRM. In Pabbly Connect, select Salesforce as the action application and choose Create Record as the action event.

Connect your Salesforce account to Pabbly Connect by allowing the necessary permissions. Once connected, map the fields from the extracted email details to the corresponding fields in Salesforce, such as first name, last name, email address, and inquiry details.

Ensure all mandatory fields are filled in Salesforce. Click on Save and Send Test Request to verify that the record is created successfully.

Once the record is created, you can check your Salesforce CRM to confirm that the lead details have been added correctly. This automation streamlines the process of managing incoming inquiries and enhances your lead management efficiency.

Conclusion

In this tutorial, we explored how to create an AI agent for automated email extraction using Pabbly Connect. By integrating Gmail, Open AI, and Salesforce, you can efficiently manage leads without any coding. Automate your email workflows today for improved productivity!