Outlook Integration
Link to the Zapier Template - https://zapier.com/shared/drafting-email-responses-to-flagged-emails-in-microsoft-outlook/02318f8a543357bc9af228df3e5da61b3ef49eec
STEP 1: The first step of the Zap is the trigger step. Click on it.
Here we will build a trigger, which is the method used to identify when we want your AI to respond to something.
Under the "Trigger Event" section, use the dropdown arrow to choose the trigger you want. For example, selecting "New Starred Email" under the event section will allow you to flag which emails you want the AI to respond to.
Sign in to your email account under the "Account" section
[Optional] Under the "Configure" tab, you can select what Parent or Child folder you would like to use in the Zap.
Click "Test". After a few moments, you should see the examples that the trigger identified on the right hand side of the Zap. This test is just to make sure your trigger is working properly, nothing is happening quite yet.
STEP 2: Remove HTML Tags (Text Formatter) - Outlook ONLY
If you are using the Zap for Outlook, your second step should be "Remove HTML Tags". This is just a text formatter that Zapier uses for Outlook integrations, but it is important that we complete this step.
Open the App and Event section. Make sure "Text" is selected under the "Event" section.
Open the "Configure" tab. Under "Transform" make sure that "Remove HTML" tags is selected. Also make sure that the Input is set for "Body Content".
Run the test and wait for the green checkmark to pop up
STEP 3: Message My AI in Personal AI
Make sure "Message my AI" is selected under the "Action Event" section.
Under the "Account" section, you will need to paste your AI's API key to connect your personal AI account. The API key can be found under the user settings in your personal.ai app. (Click on the picture on the top left and select "Settings")
The "Configure" step should already have some of the settings that you will need. Here we identify the sender and the message we will be responding to (which is under the Message Sender and conversation ID)
TIP: Use the plus button to bring up dynamic tokens for the previous app used in the workflow. For example, hitting the plus button here will generate a list of data inputs from Gmail, which will change depending on the email starred, so it's important to use these for the steps shown in the image above.
Under the AI Domain Name you can specify which channel or persona you want the messages to go to.
To do this, copy and paste the domain name of the persona or channel neglecting the "personal.ai" part of the domain name (only the name of the channel/persona separated by dashes).
You can also select "Yes or No" under the "Add to Memory" section if you want the emails to be automatically added to your memory. Leave this option under "No" if you plan to modify your drafted emails before sending them.
Run the Test. This will only test the "message my AI function"; wait for the green check mark.
STEP 4: Create Draft Email
This step allows your Outlook or Gmail to then create a drafted email from the message your AI generated in respond to the trigger we created.
First choose your event under "Action Event" or leave it as "Create Draft.
Under the "Account" section, log in to your email again. It should already have your account under the dropdown arrow.
Under the "Configure" tab, you can set up the information for your draft email, such as the targeted recipient, the subject, the body, etc. Here, you'll want to make sure you are using the correct parts of your AI's message in the required fields.
Run the Test. The test should automatically create a draft response in your email inbox to the latest email you have flagged or starred. You can also view the response your AI gave in your channel.
STEP 5: Deploying your Zap
Finally, once the tests are working on Zapier and you see green check marks next to each step, click on the "Publish" button. This will finish integrating your email with your AI and set forth the new feature we created.
Your AI will now automatically draft emails to messages based on the emails you star.
To test the process after publishing, trying activating your trigger (star or an email). In just seconds, you should see a drafted email created by your AI!
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