AI Email Categorization Automation

This workflow is ideal for freelancers, small business owners, and professionals who manage a significant volume of emails daily. It is particularly useful for those who need to categorize emails efficiently and automate email management tasks, enabling them to focus on more critical business activities.

Managing emails can be overwhelming, especially when dealing with spam, promotional emails, and important communications. This workflow automates the categorization of Outlook emails, ensuring that users can easily identify and prioritize important messages while filtering out unwanted content. It helps in reducing the time spent on email management, allowing users to concentrate on their core tasks.

1. Manual Trigger: The workflow starts when the user clicks the 'Test workflow' button.
2. Fetch Emails: The workflow retrieves emails from the Outlook inbox that are not flagged and do not have any categories assigned.
3. Loop Over Emails: Each email is processed one by one to extract relevant information such as subject, sender, and body content.
4. Sanitize Email Content: The body of the email is cleaned to remove unnecessary HTML and formatting, preparing it for analysis.
5. Categorization with AI: The sanitized email is sent to an AI agent which categorizes the email into predefined categories like action, junk, receipt, SaaS, community, business, or other. The AI ensures the output is in valid JSON format.
6. Update Email Categories: Based on the AI's output, the workflow updates the email's categories in Outlook.
7. Move Processed Emails: Emails are moved to designated folders based on their categories, ensuring organized email management.
8. Error Handling: Any errors encountered during processing are captured and can be reviewed for troubleshooting.