Auto Categorise Outlook Emails with AI

Automate your email management with this workflow, designed for freelancers and business professionals who receive high volumes of emails. By leveraging AI-powered categorisation and dynamic email processing, this template helps you organise your inbox and streamline communication for better efficiency and productivity.

Check out the YouTube video for step-by-step set up instructions!

How it works:

1. Fetch & Filter Emails: The workflow retrieves emails from your Microsoft Outlook account, filtering out flagged emails and those already categorised.
2. Content Preparation: Each email is cleaned up and converted to a structured format using Markdown, making it easier for AI processing.
3. AI Categorization: The content is analysed using an AI model, which categorises the emails into predefined categories (e.g., Action, Junk, Business, SaaS) based on the context and content.
4. Email Categorization & Folder Management: The categorised emails are updated in Microsoft Outlook and moved to respective folders such as "Junk Email" or "Receipts" based on the AI's classification.
5. Conditional Processing & Final Checks: Additional checks and conditions ensure that only unread emails are processed, and errors are gracefully managed to maintain workflow stability.

Set up steps:

1. Connect Microsoft Outlook: Link your Microsoft Outlook account using the built-in credentials node to enable email fetching, updating, and folder management.
2. Configure AI Model (Ollama API): Set up the AI model by connecting to the Ollama API and choosing your desired language model for categorisation.
3. Modify Email Categories (Optional): Customize the categories and subcategories within the workflow to suit your unique email management needs.
4. Set Up Error Handling: Review the error handling node settings to ensure smooth workflow execution.

This template offers a robust solution for managing and organising your inbox, helping you save time and keep your focus on important emails.