1.Detect new email in inbox
Integrate Microsoft Outlook and email dedupe keys to capture sender details and message content for classification processing.
When new emails arrive, inbox clutter and missed follow ups can pile up fast. This automation classifies messages, finds the right folder destination, and moves emails and review alerts into placeβso you can keep things organized.
Integrate Microsoft Outlook and email dedupe keys to capture sender details and message content for classification processing.
Integrate Zapier Tables and lookup tables to find any existing sender pattern and return saved classification guidance.
Integrate AI by Zapier and AI analysis to output a category and confidence score from sender and message details.
Integrate Formatter by Zapier and folder mapping tables to translate the AI category into a destination folder ID.
Integrate Microsoft Outlook and review alerts to apply categories, move the message, and send review guidance when needed.
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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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