AI Email Automations

This is just placeholder text. Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.

Download Blueprint

By the end of this guide, you’ll be able to set up an automation that watches for specific emails, extracts their content, and sends summarized alerts as text messages or Slack notifications.

  1. Setting Up Gmail Watch Emails Trigger: Start by scheduling the Gmail watch emails trigger to run at regular intervals, such as every half hour. This trigger will monitor your specified email folder (e.g., inbox) for new emails. It’s crucial to set a folder and apply filters based on your needs, such as emails from certain senders or containing specific keywords. These filters ensure the automation processes only the relevant emails, keeping your workflow efficient.
  2. Extracting Email Content with HTML to Text Parser: Emails often contain HTML elements that make them difficult to read in a plain text format. To address this, utilize an HTML to text parser. This tool will take the HTML content from the Gmail module and convert it into clean, readable text. This step is vital for preparing the email content for further processing, like summarization.
  3. Summarizing Emails with ChatGPT: Once you have the clean text, feed it into ChatGPT to generate a concise summary. This AI-powered step is designed to distill the email’s content into a short sentence or two, making it easier to grasp the email’s essence at a glance. Such summaries are particularly useful for quick updates or alerts that need to be communicated efficiently.
  4. Sending Alerts via Text Messaging or Slack: Depending on your organization’s communication preferences, these summaries can be sent as text messages or Slack notifications. For text messages, you can use platforms like Contiguity that offer a certain number of free texts monthly. Alternatively, if your team uses Slack, consider setting up a Slack module to channel these summaries to specific channels or individuals. This step ensures that vital information is promptly communicated, allowing for swift action or acknowledgment.

To refine this automation further, introduce filters to process only emails containing keywords like “donation” or “gift.” You can also expand its functionality with routers for different processing paths or additional AI modules for varied responses. With these modules, the possibilities for customization and efficiency are endless, allowing your NFP to focus on what matters most while staying informed and responsive.