How to Generate Outlook Email Summaries Using AI Agent with Pabbly Connect

Learn how to generate Outlook email summaries using AI Agent and Pabbly Connect in this detailed tutorial. Step-by-step guidance for integration and automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Summaries

To generate Outlook email summaries using AI Agent, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, where you can either sign in or create a new account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to set up your account. Existing users can simply sign in to access their dashboard. Once logged in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a workflow for your AI agent. Click on the ‘Create Workflow’ button and name it, for example, ‘AI Agent for Email Summary’. You can choose any folder for your workflow. using Pabbly Connect

• Click on ‘Create’ to open the workflow editor.
• The interface consists of a trigger window and an action window.
• Triggers indicate when an action should occur, while actions define what happens.

Now that you have set up your workflow, you can proceed to connect your Outlook account to Pabbly Connect as the first step in this automation process.

3. Connecting Outlook to Pabbly Connect

The next step is to connect your Outlook account with Pabbly Connect. In the trigger step, search for ‘Microsoft Office’ and select it. Choose ‘New Email Beta’ as the trigger event and click on ‘Connect’.

To establish the connection, click on ‘Connect with Microsoft Office 365’. A pop-up will appear, allowing you to log into your Outlook account. After logging in, scroll down and click ‘Accept’ to grant permissions. Once connected, click on ‘Save and Send Test Request’ to capture the details of the latest email.

• The most recent email’s details, such as sender name and subject, will be captured.
• You will see the email’s body content and other relevant information.

This step successfully connects your Outlook account with Pabbly Connect, enabling the automation of email summaries.

4. Sending Email to AI for Summarization

After capturing the email details, the next step is to send this information to an AI platform for summarization. In the action step, search for ‘OpenAI’ and select it. Choose ‘Chat GPT’ as the action event and click on ‘Connect’.

You will need to enter your OpenAI API key to connect. To obtain this, go to your OpenAI account, navigate to the API key section, and create a new secret key. Copy the key and paste it into Pabbly Connect.

Select a model, such as GPT-4 Mini, for processing the email. Enter a prompt specifying that the AI should summarize the email content.

This integration with Pabbly Connect allows the AI to generate concise summaries of the emails, which can then be sent to Slack.

5. Sending the Summary to Slack

The final step involves sending the email summary to a Slack channel. Click on ‘Add Action Step’ and search for ‘Slack’. Select it and choose ‘Send Channel Message’ as the action event. Click on ‘Connect’ and establish a connection with your Slack account. using Pabbly Connect

Once connected, select the channel where you want to send the summaries. You can customize the message to include the sender’s name, subject, and the summary generated by the AI. Use the mapping feature to populate these fields with the data captured earlier.

Enter a message format, such as ‘New Email Alert’. Map the sender name, subject line, and summary to the message.

Click on ‘Save and Send Test Request’ to send the message to your Slack channel. This confirms that the integration is working correctly, and you can see the summary posted in your Slack channel.

Conclusion

Using Pabbly Connect, you can efficiently generate Outlook email summaries with the help of an AI agent. This integration allows for seamless automation between Outlook and Slack, enhancing productivity and communication.