Auto-Categorize Gmail Emails with GPT-4o and Send Prioritized Slack Alerts

Who is this for?

• Teams using Gmail and Slack who want to streamline email handling.
• Customer support, sales, and operations teams that want emails sorted by topic and priority automatically.
• Anyone tired of manually triaging customer emails.

What does it solve?

• Stops important messages from slipping through the cracks.
• Automatically identifies the nature and urgency of incoming emails.
• Routes emails to the right Slack channel with a clear, AI-generated summary.

How it works

• The workflow watches for unread emails in your Gmail inbox.
• It fetches the full email content and passes it to OpenAI for classification.
• The AI returns structured JSON with the email’s category, priority, summary, and sender.
• Based on the AI result, it assigns a label and Slack channel.
• A message is sent to the right Slack channel with the details.

How to setup?

1. Connect credentials:

   • Gmail (OAuth2)
   • Slack (OAuth2)
   • OpenAI (API Key)

2. Adjust email polling:

   • Open the Gmail Trigger node and set how frequently it should check for new emails.

3. Verify routing settings:

   • In the “Routing Map” node, update Slack channel IDs for each category if needed.

4. Customize AI behavior (optional):

   • Tweak the AI Agent prompt to better match your internal categorization rules.

How to customize this workflow to your needs

• Add more categories: Update the AI prompt and the schema in the “Structured Output Parser.”
• Change Slack formatting: Modify the message text in the Slack node to include links, emojis, or mentions.
• Use different routing logic: Expand the Routing Map to assign based on keywords, domains, or even sentiment.
• Add escalation workflows: Trigger follow-up actions for high-priority or complaint emails.