Classify Emails and Send Replies with GPT-4o and gotoHuman for Supervision Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Let AI classify your incoming emails and draft replies. Use gotoHuman to approve emails before they are sent out. It also lets you manually edit the draft or even ask for a retry. How it works The workflow is triggered for each new email which gets passed to an AI classification agent. It assigns the email to one of the categories defined in the prompt (Customer Support, Sales opportunity, Promo, Personal,...). The agent also determines whether a reply is needed and if it is important. If a reply is needed, we ask the AI Email Writer to draft a response. Even if it is missing context it can help us draft an outline for the response. The email draft is sent to gotoHuman where the reviewer can manually edit it or ask to regenerate it with the option to even edit the prompt (Retries loop back to the AI Email Writer node) Approved email replies are automatically sent from the workflow How to set up Most importantly, install the gotoHuman node before importing this template! (Just add the node to a blank canvas before importing) Set up your credentials for gotoHuman, OpenAI, and Gmail In gotoHuman, select and create the pre-built review template "Email agent" or import the ID: v81wzxwYoFYvWpmuIBgX Select this template in the gotoHuman node Requirements You need accounts for gotoHuman (human supervision) OpenAI (classification, drafting) Gmail How to customize Change the predefined categories in the prompt of the AI classification agent Provide the AI Email Writer with more context to create replies. Consider adding tools that allow the agent to fetch more infos about clients, your calendar, FAQs for your product,...

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