Microsoft Outlook AI Email Assistant with contact support from Monday and Airtable

Description

Microsoft Outlook AI Email Assistant

Prerequisites

1. Microsoft 365 Login Credentials
Provide your Office 365 credentials to connect Outlook.

2. Monday.com
Generate an API token and have a board with your contact details.

3. Airtable
Obtain an API key (or personal access token) and set up a base to store:
Contacts (populated by the Monday.com sync).
Rules & Categories (used by the AI Email Assistant).
Use this Airtable base as the template: Airtable AI Email Assistant Template. Define your own rules, categories, and delete rules.

4. OpenAI API Key
Sign up for OpenAI if you don’t already have an account.
Generate a new API key at OpenAI API Keys.

What the System Does

1. Daily Contact Sync (Monday.com → Airtable)
Runs once a day to pull the latest contacts from Monday.com and store or update them in Airtable.

2. AI Email Categorisation & Prioritisation
Fetches Outlook emails with filters.
Cleans and processes email content.
Matches emails with known contacts from Airtable.
Uses an AI agent to classify, categorise, and prioritise emails.
Updates Outlook categories and importance based on AI results.
Runs in parallel with Airtable rules & categories retrieval for real-time decision-making.

Workflow 1: Daily Contact Sync (Monday.com → Airtable)

Purpose
Keep Airtable’s Contacts table up to date by pulling new or updated contact data from Monday.com daily.

Steps
Schedule Trigger
Runs at a set interval (daily) to initiate contact syncing.

Monday.com: Get Contacts
Reads the specified board/columns from Monday.com where you store contact details.

Airtable - Contacts
Upserts (adds or updates) the fetched Monday.com data into Airtable’s Contacts table.
Ensures daily updates reflect changes from Monday.com.

Result
A consolidated contact list in Airtable, ready for AI email categorisation.

Workflow 2: Categorise & Prioritise Outlook Emails

Purpose
Fetches Outlook emails, cleans and processes their content, matches senders with known contacts, and uses AI to categorise and prioritise them.

Steps

1. Get Outlook Emails with Filters
Trigger**: Either scheduled (Check Mail Schedule Trigger) or manual (Test Workflow).
Outlook Filters**:
Not flagged (flag/flagStatus == 'notFlagged').
Not categorised (not categories/any()).

🔹 Result: A batch of fresh, unprocessed emails ready for processing.

2. Sanitise Email
Convert to Markdown: Strips **HTML tags and normalises formatting.
Email Messages Processing: Allows manual removal of **signatures, disclaimers, or extra content.

🔹 Result: A clean, AI-friendly email for categorisation.

3. Match Contact
Loop Over Emails**: Iterates over each email.
Contact Lookup: Checks Airtable’s **Contacts table (updated daily).
Merge Data: Enriches emails with known **client, supplier, or internal team info.

🔹 Result: Enhanced email context for AI processing.

4. AI Agent to Categorise & Prioritise
Retrieve Rules & Categories**
Reads Rules, Categories, and Delete Rules from Airtable in parallel.
AI: Analyse Email (Tools Agent)**
Uses email text, sender info, and rules to build a structured AI prompt.
OpenAI Chat Model**
Processes the AI prompt and outputs:
Category
Subcategory (optional)
Priority level
Short rationale
Structured Output Parser**
Ensures AI response is valid JSON format.

🔹 Result:
Each email is labelled, categorised, and prioritised with AI-driven logic.

5. Set Outlook Category & Importance
Set Category: Updates Outlook with the assigned **category.
Check Priority Conditions** (If Node):
If Action Required or from a VIP, mark as High Priority.
Set Importance: Updates the email's **importance flag in Outlook.

🔹 Result:
Outlook is updated with categories & importance based on AI recommendations.

Parallel Processing: Retrieve Rules & Categories
Runs alongside the email categorisation workflow.
Ensures Airtable-based rules are available before AI processing.

Steps
Airtable: Get Rules & Categories
Fetches Rules, Categories, and Delete Rules from Airtable.
Delete Rules (Optional)
If a delete rule matches, the email is removed.

🔹 Result:
A dynamic, updatable rule system ensuring emails are handled properly.

Final Outcome
Daily Contact Sync** keeps contacts up to date.
AI-driven email workflow** ensures smart categorisation.
Outlook automatically updated** with AI-generated categories and importance.

This automated system saves time, ensures efficient inbox management, and allows for customisable rules via Airtable.