Automate Email Management with Pabbly Connect and AI Integration

Learn how to automate email labeling and replies using Pabbly Connect with AI tools like CH GPT. Step-by-step guide to streamline your email management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To begin automating your email management, first, access Pabbly Connect. You can create a free account in just a few minutes. Once logged in, navigate to the dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Automatically Label Emails and Drop Replies Using AI’. Select the appropriate folder in your Pabbly Connect account for this automation and click on ‘Create’. This sets the stage for integrating various applications.

2. Integrating Gmail as a Trigger in Pabbly Connect

In this step, we will connect your Gmail account to Pabbly Connect. This allows the automation to trigger whenever a new email is received. In the trigger window, select Gmail and choose the event ‘New Email’.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Select your Gmail account and allow permissions.
• Choose the label ID (e.g., Inbox) and set the body content type to Plain Text.

After completing these steps, turn off the workflow to avoid triggering it during testing. Click on ‘Save and Send Test Request’ to ensure the connection works properly. Once you receive a test email, turn the workflow back on and proceed to the next step.

3. Using CH GPT for Email Categorization

Next, we will utilize Pabbly Connect to send the email details to CH GPT for categorization. In the action step, search for CH GPT and select the action event ‘Ask CH GPT’.

Connect your CH GPT account by entering the API token from your OpenAI account. After connecting, select the AI model (e.g., GPT-4) and create a prompt that instructs CH GPT to categorize the email. This prompt should specify the categories you want, such as client, supplier, invoice, refund, advertisement, or newsletter.

• Map the email subject and body from the Gmail trigger step into the prompt.
• Click ‘Save and Send Test Request’ to test the CH GPT integration.

Upon receiving a response, you will see the categorized email, which is crucial for the next steps in your automation.

4. Creating Routes for Different Email Categories

With the email now categorized, it’s time to create routes in Pabbly Connect based on the email type. Click on ‘Add Action Step’ and select ‘Router’. This allows you to create different branches for processing emails.

Set up conditions for each route based on the categories detected by CH GPT. For example, if the category is refund, invoice, or client, continue to the first route where you will generate a reply. If it’s an advertisement or newsletter, move to the second route to update the email label.

Configure the filter conditions for each route based on the categorized email. Test each route by sending a sample email to ensure the conditions are met correctly.

Once the routes are set up and tested, you can proceed to generate replies or update labels based on the email type.

5. Finalizing the Automation Workflow in Pabbly Connect

Finally, complete your automation by configuring the actions for each route. For the first route, use Gmail to create a draft reply based on the response from CH GPT. Select ‘Create Draft Reply’ as the action event and map the necessary fields such as thread ID and email body. using Pabbly Connect

For the second route, select ‘Add or Update Label’ to change the email’s label to spam or trash. Map the message ID to identify the email you want to update. Once all actions are configured, click ‘Save and Send Test Request’ to test the entire workflow.

After testing, you can monitor the automation to ensure it functions as intended. Each email will now be categorized and processed automatically, saving you time and effort.

Conclusion

By utilizing Pabbly Connect, you can automate email management effectively. This integration with CH GPT allows for intelligent email categorization and response generation, streamlining your workflow significantly.