Master Email Drafting with OpenAI's Bardeen!

Table of Contents

1. Introduction
2. Daily Automation Challenge
3. Favorite Automation for VCS Salespeople
4. How to Create an Email Draft using OpenAI
   • Step 1: Accessing the Playbook in Boarding
   • Step 2: Filling in the Input Fields
   • Step 3: Running the Automation
5. The Email Draft and its Components
   • Empathetic Introduction
   • Rejecting the Startup Investment Proposal
   • Adding Customization Options
6. How the Email Automation is Built in Boarding
   • Using OpenAI to Create the Email Text
   • Converting Text into URL Encoded STRING
   • Finding and Separating Email Addresses
   • Building the URL for Draft Email Creation
   • Filling Parameters of the URL
7. Customizing the Automation for Other Use Cases
   • Auto-responding to Emails
   • Generating Drafts for Multiple Recipients
   • Integrating with Google Sheets
8. Conclusion
9. Follow Me on Twitter

Creating Email Drafts using OpenAI in Boarding

Welcome to the Daily Automation Challenge! In this challenge, we aim to develop good habits around automating our work. Today, we will be exploring a favorite automation tool among VCS salespeople: creating an email draft using OpenAI. This automation allows You to save time and effort by quickly composing emails and dealing with repetitive tasks.

How to Create an Email Draft using OpenAI

Step 1: Accessing the Playbook in Boarding

To begin, navigate to the Boarding platform and locate the Playbook designed specifically for email drafting using OpenAI. This Playbook utilizes advanced actions in Boarding, making it a valuable learning tool for those interested in exploring more complex automations.

Step 2: Filling in the Input Fields

Once you have accessed the Playbook, you'll need to fill in the required input fields. These inputs provide essential information for generating the email draft. For example, you can specify how you want the email to be written, including the level of empathy to convey in the message. Additionally, you will need to provide details such as the recipient's name, email address, and the subject of the email.

Step 3: Running the Automation

After filling in the necessary inputs, simply run the automation. The magic happens as the Playbook utilizes OpenAI to Compose the email draft Based on the provided information. Once the automation is complete, a draft email will be generated and opened for you to review and make any necessary edits before sending it.

The Email Draft and its Components

When the automation is executed, an email draft rejecting a startup investment proposal will be created. The draft follows a structured format and consists of several components, including:

Empathetic Introduction

The email begins with a warm and empathetic introduction. It thanks the recipient for reaching out and expressing interest in the startup. This courteous tone sets the stage for the rejection that follows.

Rejecting the Startup Investment Proposal

The body of the email clearly and respectfully rejects the startup investment proposal. Careful consideration is Mentioned to acknowledge the time and effort invested by the proposing party. It is crucial to maintain professionalism and leave the door open for future opportunities.

Adding Customization Options

Furthermore, the automation allows for customization options. You can choose which inputs to remember, such as the email subject, to save time in future email drafts. Additionally, there is an option to copy the email to other recipients for transparency or collaboration purposes.

How the Email Automation is Built in Boarding

To gain a deeper understanding of the automation, let's explore how it is constructed within the Boarding platform. The automation employs several actions and steps, including:

1. Using OpenAI to Create the Email Text: The summary you write is passed to OpenAI, which generates the email content based on that input. This ensures a personalized touch while saving time.

2. Converting Text into URL Encoded String: To facilitate the creation of the email draft URL, the text is converted into a URL encoded string. This ensures proper formatting and compatibility within the automation.

3. Finding and Separating Email Addresses: The automation allows you to input multiple email addresses at once. The email addresses are identified and separated using commas to create a suitable URL format.

4. Building the URL for Draft Email Creation: The merge text action is used to create the URL containing all the necessary parameters. This URL serves as the foundation for generating the draft email.

5. Filling Parameters of the URL: Parameters such as the recipient's email address, subject, and body of the email are added to the URL, customizing it based on the input provided.

By following this process, the automation seamlessly creates a draft email ready for customization and sending.

Customizing the Automation for Other Use Cases

Beyond its initial purpose, the email draft automation can be customized to suit various other use cases. Here are a few ideas to inspire further customization:

• Auto-responding to Emails: Modify the automation to generate email drafts as auto-responses for specific inquiries or common queries.

• Generating Drafts for Multiple Recipients: Adapt the automation to create drafts for multiple recipients, such as when sending updates or notifications to different stakeholders.

• Integrating with Google Sheets: Explore integrating the automation with Google Sheets, allowing data from spreadsheets to be utilized in generating email drafts.

The possibilities for customization are extensive, providing endless opportunities to streamline your workflow and enhance productivity.

Conclusion

Automating the email drafting process using OpenAI in Boarding is a powerful tool for salespeople, entrepreneurs, and anyone looking to save time and increase efficiency. By following the steps outlined in this article, you can create personalized email drafts quickly and effortlessly. Remember to keep exploring and customizing the automation to best fit your unique workflow and requirements.

To stay updated with more automation tips and tricks, follow me on Twitter!