How to build an Email Classification Automation
Summary
The video showcases the process of building a custom AI workflow to categorize emails automatically using Outlook as a trigger. It demonstrates the categorization of emails into various categories like recruiting, customer support, reports, etc., based on subject and content. The use of logic nodes to define paths for different email categories and handling email attachments, such as saving resume attachments to a specific folder like 'resumes', is explained. Finally, a practical demonstration is shown where an email is received, categorized, and processed accordingly, emphasizing the efficiency of the email categorization process.
Introduction and Setting Up Pipeline
The video starts with an introduction to building a pipeline for categorizing emails automatically. The speaker navigates to the pipelines tab to build a custom AI workflow triggered by new emails in the inbox.
Setting Up Triggers for New Emails
The speaker sets up Outlook as the trigger for new emails, explains the process to connect Outlook or Gmail, and selects the inbox as the event for triggering the pipeline.
Categorizing Emails Into Different Categories
The process of categorizing emails into different categories based on subject and content is demonstrated. Categories like recruiting, customer support, reports, introductions, and other are set up for email classification.
Logic and Path Selection
Utilizing logic nodes to define paths based on email categories. The speaker sets up a path for customer support emails, demonstrating how to send a Slack message with email details to the customer support channel.
Handling Attachments and Saving Resumes
Demonstrating how to handle email attachments, specifically saving resume attachments. The speaker configures the pipeline to save the first attachment, assumed to be a resume, into a specific folder like 'resumes'.
Demonstration and Conclusion
The video concludes with a demonstration of the pipeline in action, where an email is received, categorized, and processed accordingly. The speaker sends a test email with an attachment and concludes the email categorization process.
FAQ
Q: What is the purpose of building a pipeline for categorizing emails automatically?
A: The purpose is to automate the process of categorizing incoming emails based on certain criteria.
Q: How is Outlook utilized in the setup for triggering the pipeline?
A: Outlook is set up as the trigger for new emails, allowing the pipeline to be initiated when a new email is received in the inbox.
Q: What are some of the categories set up for email classification in the demonstrated pipeline?
A: Categories like recruiting, customer support, reports, introductions, and others are set up for email classification.
Q: How are logic nodes used in the pipeline setup?
A: Logic nodes are utilized to define paths based on email categories, determining the actions to be taken for each category.
Q: How is handling of email attachments demonstrated in the video?
A: The video demonstrates how to save specific types of email attachments, like resumes, into designated folders within the system.
Q: Can you explain the process shown for handling customer support emails in the pipeline?
A: A specific path is set up for customer support emails, showing how to send details from such emails to a designated Slack channel for the support team.
Q: What is the end goal of the demonstrated email categorization process?
A: The end goal is to efficiently categorize incoming emails, handle attachments, and trigger relevant actions based on email content automatically.
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