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Workflows by Ryan

Workflow preview: Reply to Outlook emails with OpenAI
Free intermediate

Reply to Outlook emails with OpenAI

## Who is this template for? This template is for any Microsoft Outlook user who wants a trained AI agent to reason and reply on their behalf. Teach your agent tone and writing style to replicate your own, or develop a persona for a shared inbox. ## Requirements - Outlook with authentication credentials - OpenAI account with authentication credentials - A few sample email replies of various lengths and topics ### How it works: 1. Connect your Outlook account. ![Screenshot 20250305 at 5.27.06 PM.png](fileId:984) 2. Select (filter) which email sender(s) your trained AI agent will reply to. *[Tip: pick a sender that has some repeatability either with a topic (ie. sales) or an individual ([email protected])]* ![Screenshot 20250305 at 6.22.11 PM.png](fileId:983) 3. Connect your OpenAI account. Choose your AI model (ie. gpt-4o-mini) ![Screenshot 20250305 at 5.41.05 PM.png](fileId:982) 4. Add Prompt (User Message) and select "system message" from the option below ![Screenshot 20250305 at 5.46.13 PM.png](fileId:987) 5. Update the instructions by filling in your name (or persona), response style, and add full email replies from the topic or individual you want the AI agent to emulate. [Tip: Add actual replies from your email sent folder, including your greeting and sign off. Paste each email sample between a set of <example> .... </example> tags] ![Screenshot 20250305 at 5.47.32 PM.png](fileId:986) 6. Configure the reply (or reply all) to remain within the original email string ![Screenshot 20250305 at 6.03.30 PM.png](fileId:985) 7. Test it! Send an email from the address to which your agent wants to respond. Check your sent (or draft) folder for the result. ![Screenshot 20250305 at 6.30.21 PM.png](fileId:981) 8. Enjoy all the free time you now have!! 9. If you have questions or need assistance, email us at: [email protected] ++This template does not include retrieving email addresses out of the message or body of the email.++

R
Ryan
Ticket Management
6 Mar 2025
25679
0