How to Create Outlook Email Draft Using Pabbly Connect and AI Agent

Learn how to create an Outlook email draft using Pabbly Connect and AI Agent. This step-by-step guide covers the integration process with Microsoft Office 365 and Open AI.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an Outlook email draft using Pabbly Connect, start by accessing the platform. Pabbly Connect is a powerful automation tool that requires no coding skills. Simply go to the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once you are on the landing page, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to start. You will need to provide a name for your workflow. For this integration, name it as ‘Create Outlook Email Draft Using AI Agent’. using Pabbly Connect

• Click on the plus icon to create a new folder if needed.
• Select the folder where you want to save this workflow.

After naming your workflow, click on the ‘Create’ button. This will set up your workflow environment where you can define triggers and actions for your automation.

3. Setting Up the Trigger for Outlook

Now, it’s time to set up the trigger for your workflow. The trigger will initiate the automation when a specific event occurs. In this case, select ‘Microsoft Office 365’ as your trigger application. using Pabbly Connect

Choose the event as ‘New Mail’. This means whenever you receive a new email in your Outlook account, it will trigger the workflow. After selecting the trigger, click on ‘Connect’ to establish a connection with your Microsoft Office 365 account.

• Authorize Pabbly Connect to access your Microsoft Office 365 account.
• Once authorized, you will see a success message indicating the connection is established.

This connection allows Pabbly Connect to monitor your Outlook account for any new emails, which will kickstart the automation process.

4. Configuring the Action to Create Email Draft

With the trigger set, the next step is to define the action that Pabbly Connect will take. Select ‘Open AI’ as your action application. Here, you will configure the action to generate a draft reply using AI. using Pabbly Connect

Choose the action event as ‘Chat GPT’. This action uses AI to generate a draft based on the content of the new email received. Click on ‘Connect’ to link your Open AI account with Pabbly Connect.

Enter the required API key for Open AI to enable the connection. Once connected, you can define the parameters for the AI response, such as the email content and format.

This configuration allows Pabbly Connect to utilize AI for creating a professional draft response for your Outlook emails.

5. Finalizing the Email Draft in Outlook

The last step involves finalizing the email draft in your Outlook account. After generating the draft using AI, you will need to send this draft back to your Microsoft Office 365 account. using Pabbly Connect

In this step, select ‘Microsoft Office 365’ again as the action application. Choose the action event as ‘Create Draft’. This will save the AI-generated draft directly into your Outlook drafts folder.

Map the email body content generated by Open AI to the draft body. Specify the recipient’s email address from the incoming email.

After mapping the required fields, click on ‘Save and Send Test Request’ to check if the draft is created successfully. Once confirmed, your automation is complete, and Pabbly Connect will handle future drafts automatically.

Conclusion

In this tutorial, we explored how to create an Outlook email draft using Pabbly Connect and AI Agent. By following the steps outlined, you can automate email responses efficiently, saving time and improving productivity. Pabbly Connect serves as the central platform that connects Microsoft Office 365 and Open AI seamlessly, enabling you to streamline your email management process.