AI Automation: GPT Agent as your Email Inbox Assistant

TravelB4Settle
25 Jul 202311:20

TLDRMiguel introduces an AI-powered email inbox assistant that categorizes, filters, and performs actions on emails using three free tools: make.com, an OpenAI account, and Airtable. The automation uses GPT 3.5 to read and categorize emails, then applies filters to determine actions such as moving emails to folders, drafting responses, or summarizing them. A plug-and-play template is available for users to customize and start using the automation easily. The script also covers a secondary automation for managing emails with minimal clicks, enhancing productivity.

Takeaways

  • 😀 Miguel created an AI-powered email inbox assistant automation using three free tools: make.com, an OpenAI account, and Airtable.
  • 🔧 The automation process is divided into three main parts: receiving and categorizing emails, applying filters based on categories, and performing actions such as moving emails, drafting responses, or summarizing them.
  • 📧 The first module of the automation watches for new emails and cleans them by removing unnecessary HTML elements and links to reduce token usage for OpenAI's services.
  • 📂 The categorization process uses OpenAI's GPT 3.5 Turbo to classify emails into predefined categories based on descriptions provided by the user.
  • 🔍 Filters are set up to determine the actions taken for each email category, such as moving emails to different folders, drafting responses, or summarizing them.
  • 💬 For drafting responses, the automation includes variables for tone of voice, identity, and intent to customize the email replies according to the user's needs.
  • 📝 The summarization module uses the AI to provide a one-liner summary of each email, which is then stored in Airtable for easy access and management.
  • 📌 The automation is built on Gmail but is compatible with any email provider, ensuring flexibility for users.
  • 🔗 Miguel provides a plug-and-play template for users to customize and start using the automation with minimal setup.
  • 🔄 An additional automation built on top of the email categorization allows for managing emails with simple clicks to delete, draft, or send emails directly from Airtable.
  • 👍 The video encourages viewers to like and follow for more content on AI automation, offering additional support and guidance in the comments section.

Q & A

  • What is the main purpose of the AI automation described in the video?

    -The main purpose of the AI automation is to act as an email inbox assistant, reading, categorizing, filtering, and taking actions on emails based on their categories.

  • How many tools are required to build the AI automation as described in the video?

    -Three tools are required to build the AI automation: make.com for automation software, an open AI account for AI capabilities, and Airtable for data organization.

  • What is the significance of using short GPT 3.5 in the automation?

    -Short GPT 3.5 is used because it is cost-effective, as OpenAI charges based on tokens, and it helps in reducing the number of tokens needed by cleaning up the emails before processing.

  • What does the AI categorize the emails into?

    -The AI categorizes emails based on user-defined categories, which can be as many as the user wants, each with a description and a name.

  • How does the AI determine the category of an email?

    -The AI uses the descriptions provided for each category to determine which category an email belongs to by prompting the email content to an AI model, which then outputs the category.

  • What actions can be taken based on the email categories in the automation?

    -Actions based on email categories include moving emails to different folders, drafting responses, and summarizing the content of the emails.

  • How does the automation handle the drafting of email responses?

    -The automation drafts email responses by defining variables such as tone of voice, identity, and intent, and using these to prompt the AI to create a draft directly in the user's Gmail.

  • What is the role of Airtable in this AI automation?

    -Airtable is used to store and organize information about the emails, such as subject, sender, and summary, and to manage emails with actions like delete, draft, or send.

  • How can users access the plug-and-play template for this AI automation?

    -Users can access the plug-and-play template by following the link provided in the video description, which allows them to change variables and start using the automation.

  • What additional feature does the video mention for managing emails with clicks?

    -The video mentions a feature that allows users to manage emails with three clicks: delete, draft, or send, using the Airtable interface.

  • How does the AI automation help in summarizing emails?

    -The AI automation helps in summarizing emails by prompting the AI model with the email content, and the model then outputs a one-liner summary of the email.

Outlines

00:00

🤖 Introduction to AI Email Inbox Assistant Automation

Miguel introduces an AI-powered email inbox assistant automation he created, which categorizes, filters, and takes actions on emails based on their content. He explains that the process uses free tools like make.com, an OpenAI account, and Airtable, and will guide viewers through the setup. The automation is built on Gmail but is compatible with other email providers. The first part of the automation involves reading and categorizing emails, with the use of OpenAI's GPT 3.5 to minimize costs while maintaining efficiency.

05:01

📂 Email Categorization and Action Filters

The second part of the automation focuses on filters that determine actions for each email category, such as moving emails to different folders, drafting responses, or summarizing them. Miguel details how to set up these filters using dynamic variables and conditions based on the email's category. He also explains how to create draft responses with specific tones and intents, and how to summarize emails for quick review, all facilitated by the automation.

10:01

🔄 Advanced Email Management with Airtable Integration

In the final part of the video script, Miguel discusses an advanced feature of the automation that integrates with Airtable for managing emails with just a few clicks. This includes deleting, drafting, or sending emails directly from the Airtable interface. He provides an example of drafting an email with a specific intent and tone, and then sending it through the automation. Miguel concludes by offering a plug-and-play template for viewers to use and customize, and encourages feedback and engagement.

Mindmap

Keywords

💡AI Automation

AI Automation refers to the use of artificial intelligence to automate tasks and processes, often to increase efficiency and reduce human effort. In the context of the video, AI Automation is the overarching theme, where the creator, Miguel, discusses building an AI-powered email inbox assistant. The assistant is designed to read, categorize, filter, and take actions on emails, showcasing how AI can streamline and enhance productivity in everyday tasks.

💡Email Inbox Assistant

An Email Inbox Assistant is a tool or system that helps manage emails more effectively. In the video, Miguel explains how he utilized AI to create such an assistant. The assistant categorizes incoming emails and performs actions based on their category, such as moving them to specific folders, drafting responses, or summarizing their content, which is crucial for managing a large volume of emails efficiently.

💡Categorize

To categorize means to sort or arrange items into categories. In the video script, categorizing is a key function of the AI assistant. It reads emails and assigns them to predefined categories based on their content. This process is essential for the next steps of filtering and taking actions on the emails, as it helps in organizing the inbox and deciding the subsequent tasks.

💡Filters

Filters in the context of the video refer to the criteria or conditions that determine the actions to be taken for each categorized email. Miguel describes setting up filters that trigger specific actions based on the category assigned by the AI assistant. For example, if an email is categorized as 'automations,' a filter may move it to an 'Automations' folder, demonstrating how filters automate the sorting process.

💡Actions

Actions are the responses or tasks performed on the emails after they have been categorized and filtered. In the video, actions include moving emails to different folders, drafting responses, or summarizing the content. These actions are automated based on the category each email falls into, showcasing the practical application of AI in managing email inboxes.

💡Chatbot

A chatbot is an AI-powered conversational agent that can interact with humans in natural language. In the video, the term 'chatbot' is used to describe the AI assistant's ability to understand and respond to the content of emails. The chatbot categorizes emails by asking which category an email belongs to, as seen in the script where it prompts the email content to determine its category.

💡Airtable

Airtable is a cloud-based platform for organization, collaboration, and automation. In the video, Miguel mentions using Airtable to manage the categories and actions for the AI assistant. It serves as a database that holds information about email categories, summaries, and other metadata, which is then used to automate the process of managing emails.

💡Gmail

Gmail is a widely used email service provided by Google. The video script mentions that the AI automation is built on Gmail, indicating that the system is designed to work with this email platform. However, Miguel also notes that the system can work with any email provider, emphasizing the flexibility of the AI assistant.

💡Variables

In the context of the video, variables refer to the customizable elements within the AI assistant's programming that can be adjusted by the user. These include the categories for email classification, the actions to be taken, and the details for drafting responses. Variables allow for personalization of the AI assistant to suit individual needs.

💡Draft Response

Drafting a response is one of the actions the AI assistant can perform on categorized emails. In the script, Miguel explains how the assistant can draft responses based on the email's category and the intent of the response. This feature is particularly useful for quickly generating replies to emails, saving time and effort.

💡Summarize

To summarize in this context means to provide a brief overview or condensed version of the content. The AI assistant is capable of summarizing emails, which is an action it can take after categorizing them. Summarization helps in quickly understanding the main points of an email without reading the entire content, as demonstrated in the script where the assistant summarizes emails for easier management.

Highlights

Miguel introduces an AI automation for email inbox assistance.

The AI categorizes, filters, and performs actions on emails based on their content.

A plug-and-play solution is available for easy setup and use.

Three free tools are required: make.com, an OpenAI account, and Airtable.

The automation is divided into three parts: receiving, categorizing, and filtering actions.

Gmail is used as the email provider, but the automation is compatible with others.

OpenAI charges based on tokens, so email cleaning is implemented to reduce costs.

Categories are defined with descriptions to guide the AI in categorizing emails.

Chatbot is used to determine the category of each email dynamically.

Filters are set based on categories to decide actions like moving emails or drafting responses.

Draft responses can be customized with tone of voice, identity, and intent.

Summarization of emails is another action the AI can perform.

Airtable is used to manage emails with simple clicks for deletion, drafting, or sending.

A second automation is mentioned for managing emails with clicks in Airtable.

The process is designed to be simple, with the ability to edit and personalize responses.

The video offers a template for a straightforward AI automation setup.

Miguel invites viewers to leave comments for further assistance and to like the video for more content.

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