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Automate email classification using AI

Classify, extract key information and react to incoming emails using AI.

For AI-powered features, ThinkAutomation can use either OpenAI’s ChatGPT or Parker Software's OptimaGPT - an on-premises or private cloud-hosted AI server. OptimaGPT offers localized AI processing, ideal for companies needing to avoid external data transfer due to privacy regulations. OptimaGPT allows organizations in regulated sectors to deploy AI securely while meeting data protection and compliance needs.

You can include requests to ChatGPT or OptimaGPT in your automation workflow and then act on the response.

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Use ThinkAutomation with AI to respond to incoming emails using a local knowledge store for context.
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Use ThinkAutomation with AI to classify incoming emails into categories allowing you to process accordingly.
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Use ThinkAutomation with AI to summarize incoming emails allowing you to save the summary in your database.
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Use ThinkAutomation with AI to extract company information from unstructured text to update your CRM system.
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and much more...
Email Classification Using ChatGPT

In the example automation below we receive various incoming emails into a mailbox. Some will be genuine sales enquiries, some will be product support requests and some will be marketing emails. We need to classify these so they can be dealt with by the correct team.

First, we send a prompt to ChatGPT with a summary of the email text. We ask ChatGPT to tell us if the text is 'sales', 'support' or 'marketing'. We give some additional information to help ChatGPT make the choice. ChatGPT is able to classify text using one of the standard models. You can improve accuracy even further by fine-tuning a model with your own training data.

Based on the response from ChatGPT we request confirmation from a user. ThinkAutomation sends a validation request to a user and waits for the response.

If the email is a genuine sales enquiry then we update our CRM system which also sends a notification to the sales team.

If the email is a genuine support request we then create a support ticket.

If it's a marketing email we simply move the email to a different folder.

ThinkAutomation handles the incoming message queuing and automatically handles any rate limit responses from ChatGPT.

Email Automation Using ChatGPT

See Also: AI Automation Action

email arrives

1. Email arrives

Your inbound emails all pass through ThinkAutomation

parse

2. Send the summary (digest) to AI

ThinkAutomation sends a summary of the email to AI to classify the content

actions

3. Process the response

Email data is then synced to the right place in your systems, based on the classification

database
Update A Database
contact
Create CRM Record
onedrive
Save Attachments To OneDrive
pdf
Create A PDF Document
slack
Send Slack Message
email
Send Email

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