When an email is received in Gmail, use an AI worker to search email content, then use OpenAI to assess priority and draft a reply
When an email is received in Gmail, use an AI worker to search email content, then use OpenAI to assess priority and draft a reply
Launch this workflow to connect
Gmail &
Google Sheets &
OpenAI
!
■Overview
Are you spending too much time handling the large volume of Gmail messages you receive every day, prioritizing important emails, and drafting replies? With this workflow, when you receive a specific email in Gmail, an AI agent (AI worker) uses OpenAI to analyze past interactions, automatically determine the priority, and draft a reply. It works like a highly capable Gmail assistant, helping you streamline email handling.
■Who should use this template
- Customer support professionals who spend a significant amount of time handling inquiries in Gmail
- Anyone who wants to streamline email handling with an OpenAI-powered Gmail assistant
- Team leaders who want to prevent important emails from being overlooked and improve the quality and speed of replies
■Benefits of using this template
- Automatically generates a priority rating and draft reply when an email arrives in Gmail, reducing the time required to review emails and write responses
- OpenAI provides objective analysis to clarify response priorities, helping improve and standardize reply quality
■Flowbot steps
- First, connect Gmail and OpenAI to Yoom
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received”
- Finally, configure an AI worker as an operation and create a manual (instructions) to analyze past email history, determine the priority, generate a draft reply, and record it in Google Sheets
※“Trigger”: An action that initiates a flow; “Operation”: An action that processes data within the flow after the trigger starts
■Customization options
■Customization options
- In the Gmail trigger settings, set any keywords, such as “Urgent” or “Inquiry,” that you want to target for automation
- In the AI worker operation settings, customize the instructions (prompt) for the AI to match your actual workflow, including the criteria for determining priority and the tone of the draft replies
■Notes
- Connect Gmail, Gemini, and Google Sheets to Yoom individually. The tools (apps) used within the AI worker also need to be connected through My Apps.
- For basic AI worker settings, see “[AI Worker] How to Configure Basic Settings.”
- The number of concurrent AI worker executions, the number of AI workers you can create, and the AI models available to you vary by your plan.
- The apps and operations available within AI workers are subject to the same usage limits as Flowbots.
- Please note that AI workers consume tasks during test runs in the same way as during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
- AI workers are more likely to perform the appropriate actions when their manuals are configured in detail. For details, see “[AI Worker] How to Create a Manual.”
- You can select 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 you use
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.
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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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OpenAI
At Yoom, you can utilize OpenAI's API without any coding. By integrating OpenAI with Yoom, you can instruct OpenAI using information from the Yoom database and various SaaS platforms. For example, you can automate various tasks using OpenAI, such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
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Flowbot operations
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