Automate Email Replies with Pabbly Connect and OpenAI

Learn how to automate email replies using Pabbly Connect, Microsoft Outlook, and OpenAI. This tutorial provides step-by-step instructions for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate email replies using Pabbly Connect, start by accessing the platform. Open your browser and navigate to the Pabbly Connect website. Here, you will find options to sign up or log in to your existing account.

If you’re new to Pabbly Connect, click on the sign-up button to create a free account. This process takes just a couple of minutes. Once signed in, you will be directed to the dashboard where you can begin setting up your automation workflow.

2. Creating Your Automation Workflow in Pabbly Connect

After logging into Pabbly Connect, it’s time to create your automation workflow. Click on the ‘Create Workflow’ button and name your workflow. For this tutorial, we’ll name it ‘Outlook to OpenAI’. Select the folder where you want to save this workflow and click on ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow (e.g., ‘Outlook to OpenAI’)
• Select the folder for your workflow

This will open the workflow interface, where you will see a trigger window and an action window. The trigger is what starts the automation, while the action is what happens as a result.

3. Connecting Outlook to Pabbly Connect

In the trigger window, select Microsoft Office 365 as the application. Choose the trigger event as ‘New Email’. This means that every time a new email arrives in your Outlook account, it will trigger the automation.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log into your Microsoft account. Once logged in, allow permissions for Pabbly Connect to access your Outlook account. After connecting, click on ‘Save and Send Test Request’ to test the connection.

• Select Microsoft Office 365 in the trigger window
• Choose ‘New Email’ as the trigger event
• Allow permissions for Pabbly Connect access

Once the test request is successful, you will see the details of the latest email received in your Outlook account. This confirms that the connection between Pabbly Connect and Outlook is established.

4. Sending Email Data to OpenAI for Analysis

Now that your Outlook account is connected to Pabbly Connect, you can send the email data to OpenAI for analysis. In the action step, select OpenAI as the application and choose the action event as either ‘ChatGPT’ or ‘GPT Advance’. Click on ‘Connect’ and add your OpenAI API key.

To retrieve your API key, log into your OpenAI account and navigate to the API key section. Create a new secret key and copy it. Paste this key into Pabbly Connect to establish the connection. After connecting, you will need to specify the AI model (e.g., GPT-4) and the prompt for your analysis.

Select OpenAI in the action step Choose your AI model (e.g., GPT-4) Input your custom prompt for email analysis

Once everything is set, click on ‘Save and Send Test Request’. OpenAI will process the email and generate a reply based on your prompt, which you can then use in your Outlook account.

5. Creating a Draft Email in Outlook

The final step involves creating a draft in your Outlook account using the reply generated by OpenAI. In the action step, again select Microsoft Office 365. This time, choose the action event as ‘Create a Draft Message’. You don’t need to create a new connection since it’s already connected.

Map the subject line and body content fields to the responses received from OpenAI. For the recipient field, select the sender’s email address from the trigger step. After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will create a draft in your Outlook account.

Select ‘Create a Draft Message’ in Microsoft Office 365 Map the fields for subject, body, and recipient Click ‘Save and Send Test Request’ to create the draft

Now, you can check your Outlook drafts to see the newly created draft email with the response generated by OpenAI. This automation workflow using Pabbly Connect has now been successfully set up, allowing you to automate email replies efficiently.

Conclusion

Using Pabbly Connect to automate email replies with OpenAI enhances productivity and streamlines communication. This tutorial has detailed every step required to set up the integration effectively.