Automate Email Summarization with OpenAI & Zapier

Automate Email Summarization with OpenAI & Zapier

Table of Contents

• Introduction
• Three Simple Steps For Email Summarization Automation
• Building The Automation Step By Step
  • Step 1: Create a New Zapier App and Choose Email by Zapier as the Trigger
  • Step 2: Create a Zapier Inbox for Summarizing Emails
  • Step 3: Add a New Action to the Automation and Select OpenAI as the App
  • Step 4: Add One More Step to Send the Summary Wherever You'd Like It to Go
• Advantages Of Using Automation Tools For Email Summarization
• Limitations Of Email Summarization Automation
• Pros And Cons of Using AI Tools for Email Summarization
• Highlights
• FAQs

Three Simple Steps For Email Summarization Automation

Are you tired of going through long emails that eat up your time? If so, this article is for you. In this article, you will learn how to automate email summarization using AI and no-code tools. The automation consists of three simple steps.

Step 1: Send the Email to a Customized Zapier Inbox

First, you need to send any email you want to summarize to a customized Zapier inbox that triggers the automation to run. You can create a Zapier inbox and forward any email you want to summarize.

Step 2: Use OpenAI to Summarize the Email

The Automation sends a prompt to OpenAI for a summary of the email. You need an OpenAI account with a payment method on file to use this step. You can create an account on OpenAI and use the API keys to integrate OpenAI with Zapier. The charges probably won't amount to much, but if you want to avoid getting charged during your testing and building of this automation, you can test out the prompt that you want to use directly through Chat GPT instead.

Step 3: Send the Summary Wherever You'd Like It to Go

Finally, you just need to add one more step that will send your summary wherever you'd like it to go. For this tutorial, we'll just send the summary as an email back to the original sender.

Building The Automation Step By Step

Let's take a look at building this automation step by step.

Step 1: Create a New Zapier App and Choose Email by Zapier as the Trigger

To trigger the automation immediately whenever you forward an email, you need to create a new Zapier app and choose Email by Zapier as the trigger. If you use Gmail or Outlook as the trigger, you'll have to wait 5 to 15 minutes for the automation to actually start. Select Email by Zapier as the app for your trigger and "New Inbound Email" as the event.

Step 2: Create a Zapier Inbox for Summarizing Emails

You can create a Zapier inbox where you'll forward any email you want to summarize. Give the inbox a name like "Summarize Bot" and copy the address to your clipboard. Send an email to the address and test the trigger.

Step 3: Add a New Action to the Automation and Select OpenAI as the App

To summarize the email, you can use OpenAI. So add a new action to the automation and select OpenAI as the app. Choose "Send Prompt" as the event. You'll need an OpenAI account with a payment method on file to use this step. If you don't have one, create a new account on OpenAI. Click on your profile in the top-right corner and select "Manage Account". Click on "Settings" on the left menu to get your Org ID. Under billing, you can add a credit card and set hard and soft usage limits.

Step 4: Add One More Step to Send the Summary Wherever You'd Like It to Go

For this tutorial, you just need to add one more step that will send your summary wherever you'd like it to go. For sending the summary via email, add a new action and pick the email app that you use like Gmail or Outlook, or even choose "Send Email by Zapier" as the action. Fill out the necessary fields to Compose your email. Set the to-address as the address of the original sender from the trigger. Add the AI-generated summary into the body of the email.

Advantages Of Using Automation Tools For Email Summarization

Automation tools can help you speed up your workflow and save a lot of time and effort. Email summarization automation can help you quickly go through emails and focus only on the important details. It can help you prioritize your work and avoid spending time on lengthy emails that are not important.

Limitations Of Email Summarization Automation

Email summarization automation has its limitations. Email summaries generated by AI may not always be accurate, and important details may get missed out. The summarization tools may not be able to understand the Context or tone of the email, leading to incorrect summaries.

Pros And Cons of Using AI Tools for Email Summarization

Pros

• Saves time and effort
• Helps focus only on important details
• Can prioritize work
• Helps avoid spending time on lengthy emails
• Can be integrated with other automation tools to reduce workloads

Cons

• May not always be accurate
• May miss important details
• May not understand the context or tone of the email
• Charges may Apply for using OpenAI

Highlights

• Automating email summarization can help you prioritize your work and save time and effort
• The automation consists of three simple steps: Send the Email to a Customized Zapier Inbox, Use OpenAI to Summarize the Email, and Send the Summary Wherever You'd Like It to Go
• OpenAI is a useful tool to speed up anyone's workflow
• AI-generated email summaries may not always be accurate
• Using automation tools for email summarization can have both pros and cons

FAQs

Q1. Can email summarization automation be used for personal emails as well?

Yes, email summarization automation can be used for personal as well as professional emails.

Q2. Can I customize the AI-generated email summaries?

Yes, you can customize the AI-generated email summaries by crafting a prompt that you like.

Q3. Can I use other AI tools for email summarization?

Yes, you can use other AI tools for email summarization. OpenAI is just one of the options available.

Q4. Will I get charged for using OpenAI?

Yes, you will get charged for using OpenAI's API. The charges are really reasonable, and at X-ray, they burn through only about five or fifteen dollars a month.