Template description
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:
- Connect your Outlook account.
- 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])]
- Connect your OpenAI account. Choose your AI model (ie. gpt-4o-mini)
- Add Prompt (User Message) and select "system message" from the option below
- 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]
- Configure the reply (or reply all) to remain within the original email string
- Test it! Send an email from the address to which your agent wants to respond. Check your sent (or draft) folder for the result.
- DRAFT instructions: Instead of the replies sending automatically, you have the option to route them to your draft folder with an easy toggle. Select "add field" at the very bottom and the option will appear. When you are ready to go-live, toggle this setting off.
- Enjoy all the free time you now have!!
- 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.++
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