Email Automation Workflow

Target Audience

• Office Workers: Those who frequently handle emails and need automated responses.
• Managers: Individuals who want to streamline communication and ensure timely replies to emails.
• Developers: Tech-savvy users looking to integrate email with other applications like Slack and spreadsheets.
• Teams: Groups needing a collaborative response mechanism for incoming emails, especially in customer service or HR roles.

Problem Solved

This workflow automates the process of responding to specific emails, particularly from Louis Litt, by generating a customized excuse based on data from an Excel file. It minimizes manual effort and ensures that responses are sent promptly, thereby improving efficiency and communication effectiveness.

Workflow Steps

1. Read Email: The workflow begins by retrieving emails from Harvey's inbox using the IMAP protocol.
2. Identify Sender: It checks if the email is from Louis Litt to determine the appropriate response.
3. Read Excuses File: If the email is from Louis, it reads an Excel file containing potential excuses.
4. Retrieve Data: The workflow extracts data from the Excel file for generating excuses.
5. Generate Excuse: A random excuse is generated by combining various components (leadin, perpetrator, delay) from the spreadsheet data.
6. Merge Data: The generated excuse is merged with the original email data to prepare for response.
7. Send Email: An email response is sent back to Louis, including the generated excuse.
8. Notify on Slack: A notification is sent to a specific Slack channel, providing details of the email received and the response sent.
9. General Notification: A general notification is sent to another Slack channel to alert team members about the incoming email.