Integrations
Microsoft Outlook
AI Agent
Ollama Chat Model
Loop Over Items (Split in Batches)
If
Merge
Edit Fields (Set)
Switch
Markdown
Sticky Note
Manual Trigger
Filter
Automate your email management with this workflow, ideal for freelancers and professionals dealing with high email volumes. By using AI-driven categorization and dynamic email processing, this template helps organize your inbox and streamline communication, enhancing efficiency and productivity.
How it works:
- Fetch & Filter Emails: The workflow retrieves emails from your Microsoft Outlook account, filtering out flagged emails and those already categorized.
- Content Preparation: Each email is cleaned up and converted into a structured Markdown format for easier AI processing.
- AI Categorization: An AI model analyzes and categorizes emails into predefined groups (e.g., Action, Junk, Business, SaaS) based on context and content.
- Email Categorization & Folder Management: Categorized emails are updated in Microsoft Outlook and moved to designated folders like "Junk Email" or "Receipts" based on the AI's classification.
- Conditional Processing & Final Checks: Additional conditions ensure only unread emails are processed, with error management to maintain workflow stability.
Setup steps:
- Connect Microsoft Outlook: Link your Microsoft Outlook account through the credentials node to enable email fetching, updating, and folder management.
- Configure AI Model (Ollama API): Set up the AI model by connecting to the Ollama API and selecting your preferred language model for categorization.
- Modify Email Categories (Optional): Customize categories and subcategories to fit your unique email management needs.
- Set Up Error Handling: Review the error handling settings to ensure seamless workflow execution.
This template offers a comprehensive solution for managing and organizing your inbox, saving time and helping you stay focused on essential emails.
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