Automate Follow-Up Emails with Pabbly Connect and Google Gemini

Learn how to automate follow-up emails using Pabbly Connect with Google Gemini, Gmail, and Email Parser. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start automating follow-up emails, access Pabbly Connect by visiting the Pabbly website. Here, you will find options to sign in or sign up for a free account. As an existing user, I clicked on the ‘Sign In’ button to access my dashboard.

Once logged in, navigate to the Pabbly Connect application. Click on the ‘Access Now’ button to open your workflows. This is where you will create the automation to send follow-up emails based on feedback received from customers.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; I named mine ‘Automatically Generate Follow-Up Emails with Google Gemini’ and saved it in the ‘Automations’ folder.

• Click on ‘Create’ to proceed to the workflow window.
• Select your trigger application. In this case, choose ‘Email Parser’.
• Set the trigger event as ‘New Email’.

By selecting these options, you set the foundation of your automation in Pabbly Connect. This allows the workflow to be triggered whenever a new email is received, making it essential for follow-up actions.

3. Setting Up Email Forwarding for Gmail

After defining the trigger in Pabbly Connect, the next step involves setting up email forwarding in Gmail. Copy the email address generated by Pabbly Connect and open your Gmail settings. Navigate to ‘Forwarding and POP/IMAP’ and add the copied email address as a forwarding address.

Complete the verification process by confirming the forwarding request sent to the Pabbly Connect email. Once verified, return to your Gmail settings and select the option to forward incoming mail to the Pabbly Connect address. Ensure you also keep a copy in your inbox.

4. Filtering Feedback in Pabbly Connect

With the email forwarding set up, return to Pabbly Connect to filter the feedback received. Add a filter action step by selecting ‘Filter by Pabbly’. This step is crucial as it determines whether the feedback is positive or negative based on the email subject.

• Set the filter type to ‘Contains’ and enter ‘Feedback’ as the value.
• Save the filter and send a test request to ensure it captures the correct data.

This filtering process allows Pabbly Connect to decide which emails to process further based on their content, enabling tailored follow-up actions.

5. Sending Follow-Up Emails Based on Feedback

Once the filter is set, it’s time to send follow-up emails. Use the Google Generative AI action in Pabbly Connect to analyze the feedback. Set it to generate content based on the received feedback, allowing for dynamic email responses.

Based on the analysis, create two routes: one for positive feedback and another for negative feedback. For positive feedback, configure Gmail to send a thank-you email. For negative feedback, set up a different email response addressing the concerns raised.

By using Pabbly Connect, you can automate the entire process of sending personalized follow-up emails without manual intervention, enhancing customer experience significantly.

Conclusion

This tutorial demonstrates how to automate follow-up emails using Pabbly Connect, Google Gemini, and Gmail. By following these steps, you can streamline your customer feedback process and improve engagement effectively.