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.

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