1.Monitors new emails matching search
Integrate Microsoft Outlook and email parsing tools to catch new client emails, to classify intent and start the workflow.
When new client emails arrive, delays can stall availability coordination and create extra back-and-forth. This automation classifies email intent and sends a templated reply while updating Airtable and creating an Asana follow-upβso your team can act on time.
Integrate Microsoft Outlook and email parsing tools to catch new client emails, to classify intent and start the workflow.
Integrate ChatGPT (OpenAI) and AI text tools to classify intent and extract a cleaned summary, to create inquiry fields.
Integrate Airtable and database tools to find or create inquiry records, to update inquiry details and timestamps.
Integrate Microsoft Outlook and email templating tools to send intent-mapped replies, to include availability links and next steps.
Integrate Asana and task management tools to create a follow-up task, to assign the owner and capture notes.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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