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Analyze Gmail inquiries with Perplexity, create reply drafts, and send notifications

Analyze Gmail inquiries with Perplexity, create reply drafts, and send notifications

Launch this workflow to connect Perplexity AI & Gmail & Slack !
■Overview
Are you spending too much time and effort responding to the many inquiry emails you receive every day? While quick responses are essential, reviewing each inquiry and drafting a reply one by one can be a significant burden. This workflow helps address these challenges by automating the entire process: Perplexity AI analyzes specific inquiries received in Gmail, drafts replies, and sends notifications to Slack.

■Who This Template Is For
  • Customer support professionals who spend a significant amount of time handling inquiries in Gmail
  • Team leaders who want to streamline inquiry handling with AI
  • Anyone who wants to automate manual reply processes and create an environment that allows them to focus on core tasks

■Benefits of Using This Template
  • Automating the process from receiving inquiries to drafting replies reduces the time spent handling each request.
  • Using reply drafts generated by Perplexity helps reduce variations in responses between team members and maintain consistent support quality.

■Flow Bot Workflow
  1. First, connect Gmail, Perplexity, and Slack to Yoom.
  2. Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
  3. Then, set up Perplexity’s “Generate text” action as an operation to create a reply draft based on the content of the received email.
  4. Finally, set up Slack’s “Send a message to a channel” action as an operation to notify the designated channel of the generated reply draft.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options
  • In the Gmail trigger settings, specify the keywords included in the emails you want to automate.
  • For Perplexity’s text generation action, you can freely customize the prompt to suit your needs. You can also use information such as the email body retrieved from Gmail in the previous step as variables.
  • For Slack notifications, you can specify the destination channel and message content. In addition to fixed text, you can also insert values retrieved in previous steps as variables.

■Notes
  • Connect each of Gmail, Perplexity, and Slack to Yoom. 
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. 
  • Please note that the shortest available trigger interval varies by plan.
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About the Apps
Perplexity AI
Templates using
Perplexity AI

The content of the inquiry form is automatically answered by Perplexity, and the Q&A history is accumulated in Notion as part of the business workflow. Since Perplexity generates responses automatically, customer service can be conducted swiftly.

This is a business workflow that summarizes the content received via email using Perplexity and notifies it on Slack. By concisely summarizing email information and sharing it on Slack, communication within the team becomes smoother, enhancing work efficiency.

In the workflow integrating Notion and Perplexity using Yoom, new article creation requests in Notion are drafted in Perplexity and then reflected back in Notion. This streamlines the initial stages of article creation and provides an environment for smooth content management.
Gmail
Templates using
Gmail

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Slack
Templates using
Slack

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
About the apps you use
Perplexity AI
In Yoom, you can integrate with Perplexity's API without any coding and perform searches through the API. For example, you can execute Perplexity searches from chat tools like Slack or Teams, or integrate with CRMs like Salesforce or HubSpot to perform Perplexity searches.
see details
Templates

The content of the inquiry form is automatically answered by Perplexity, and the Q&A history is accumulated in Notion as part of the business workflow. Since Perplexity generates responses automatically, customer service can be conducted swiftly.

This is a business workflow that summarizes the content received via email using Perplexity and notifies it on Slack. By concisely summarizing email information and sharing it on Slack, communication within the team becomes smoother, enhancing work efficiency.

In the workflow integrating Notion and Perplexity using Yoom, new article creation requests in Notion are drafted in Perplexity and then reflected back in Notion. This streamlines the initial stages of article creation and provides an environment for smooth content management.
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
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No-Code API Actions
Executable API actions
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Search the Web (AI Summarizes)
    Search for Information
    Generate Text
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    There is no action.
Flowbot operations
    Search the Web (AI Summarizes)
    Search for Information
    Generate Text
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access