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    How To Create AI Email Assistant Adam Shilton 1710581306

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    Ankush Arora
    This document provides step-by-step instructions for creating an AI email assistant that will summarize emails in a user's newsletter folder and input the summaries into a Google Sheet. The process involves connecting the user's Gmail account to pull emails from the newsletter folder, using OpenAI to generate summaries of the emails, and connecting to a Google Sheet to input the date, sender, subject, and summary for each email.

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    How To Create AI Email Assistant Adam Shilton 1710581306

    Uploaded by

    Ankush Arora
    12 views32 pages
    This document provides step-by-step instructions for creating an AI email assistant that will summarize emails in a user's newsletter folder and input the summaries into a Google Sheet. The process involves connecting the user's Gmail account to pull emails from the newsletter folder, using OpenAI to generate summaries of the emails, and connecting to a Google Sheet to input the date, sender, subject, and summary for each email.

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    How to Create AI Email Assistant Adam Shilton 1710581306

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    This document provides step-by-step instructions for creating an AI email assistant that will summarize emails in a user's newsletter folder and input the summaries into a Google Sheet. The process involves connecting the user's Gmail account to pull emails from the newsletter folder, using OpenAI to generate summaries of the emails, and connecting to a Google Sheet to input the date, sender, subject, and summary for each email.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    12 views32 pages

    How To Create AI Email Assistant Adam Shilton 1710581306

    Uploaded by

    Ankush Arora
    This document provides step-by-step instructions for creating an AI email assistant that will summarize emails in a user's newsletter folder and input the summaries into a Google Sheet. The process involves connecting the user's Gmail account to pull emails from the newsletter folder, using OpenAI to generate summaries of the emails, and connecting to a Google Sheet to input the date, sender, subject, and summary for each email.

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    You are on page 1of 32

    How to create an AI e-mail assistant

    Creation Date: October 11, 2023


    Created By: Adam Shilton
    ​

    1. In this scenario, I'm wanting to have AI summarise all of the e-mails


    that end up in my newsletter folder. You can see this e-mail is tagged
    with the label e-mail

    2. I then want the date, sender, subject and summary to go into a Google
    Sheet (although you could connect other apps like Notion, Airtable etc)

    Copyright Adam Shilton 2023


    # Go to Make
    3. Click on Sign in with Google (or whatever sign-in preference you
    have) Make is free for up to 1000 operations per month, which makes it
    an excellent Zapier alternative.

    Copyright Adam Shilton 2023


    4. Once you've logged in you'll be able to create a scenario

    5. Click on Open Scenario Builder

    Copyright Adam Shilton 2023


    6. You'll then be able to add modules to the scenario that you can
    connect together. Ours will use 3: 1. Gmail 2. OpenAI 3. Google Sheets

    7. Search for Gmail

    Copyright Adam Shilton 2023


    8. Click on Watch Emails… which will create a trigger for e-mails with the
    filters we'll set up in the next step

    Copyright Adam Shilton 2023


    9. Click on Create a connection. This will take you through to an
    approval to authorise your Google Workspace

    10. We're going to click to choose a folder

    Copyright Adam Shilton 2023


    11. Then select my newsletter folder

    12. And ensure that the criteria applies to all e-mails, irrespective of
    whether they're read or not.

    Copyright Adam Shilton 2023


    13. Select All emails when asked where you want to start

    14. We then want to add a step for the AI summary, so we'll use OpenAI

    Copyright Adam Shilton 2023


    15. Click on Create a Completion (GPT-3, GPT-3.5, GPT-4)…

    16. Click on Create a connection

    Copyright Adam Shilton 2023


    17. Copy https://beta.openai.com/account/api-keys into another browser
    tab

    [Note - You must have an OpenAI account to do this. Even if you don't have the paid version
    of ChatGPT, you'll need an API account setup with a billing method. For more detail follow
    this guide - https://crmforyourbusiness.com/blog/how-to-create-openai-api-keys

    # OpenAI Platform
    18. Click on Create new secret key‍

    Copyright Adam Shilton 2023


    19. Type a key name

    20. Click on Copy

    Copyright Adam Shilton 2023


    21. An paste back into Make

    22. Open https://beta.openai.com/account/org-settings in a separate


    browser tab

    Copyright Adam Shilton 2023


    23. Grab your Org ID from the link and paste back in (I've had to blur
    mine)

    24. Keep the method as it is 'Create a completion'

    Copyright Adam Shilton 2023


    25. Click on Model…

    26. Click on gpt-3.5-turbo-16k

    Copyright Adam Shilton 2023


    The 16k has a larger token limit so it's better for processing more text (can be more
    expensive though)

    27. Click on Add item under messages

    Copyright Adam Shilton 2023


    28. Under the first role, select 'System'

    29. The system message is the persona you want GPT3.5 to assume.
    This is the 'based prompt' that it will use every time it generates a
    response.

    Prompt "Select Act as an expert personal assistant with expertise in managing busy e-mail
    inboxes"

    Copyright Adam Shilton 2023


    30. Now we'll add another item

    31. This time for a user role

    Copyright Adam Shilton 2023


    32. We can now provide the instruction to be carried out.

    Copyright Adam Shilton 2023


    33. This is where it gets clever, we can use the variables pop-up to select
    the portions of the e-mail from Gmail that we want to summarise. We'll
    select text content...

    34. And HTML content just to be safe

    Copyright Adam Shilton 2023


    35. And then we'll complete the instruction prompt with the output
    format plus any additions.

    The complete prompt is:

    "Please summarise the below:

    [Variable - Text Content]


    [Variable - HTML Content]

    Please summarise as bullet points.

    Then, use your judgement to determine the urgency of the e-mail based on the language
    used"

    Copyright Adam Shilton 2023


    36. We'll then add another module

    37. This time Google Sheets

    Copyright Adam Shilton 2023


    38. We want to create a new row for every e-mail

    39. As with Gmail and OpenAI, you'll have to authorise your connection
    to Google Sheets

    Copyright Adam Shilton 2023


    40. We'll then need to choose the Sheet we want to connect to

    41. And select e-mail summaries (yours might be called something


    different)

    Copyright Adam Shilton 2023


    42. Make sure it's pointing to the right sheet

    43. And we'll then need to update what values we want to populate for
    each column from our list of variables

    Copyright Adam Shilton 2023


    44. Date from Gmail

    45. Sender from Gmail

    Copyright Adam Shilton 2023


    46. Click on Sender name

    47. Subject from Gmail

    Copyright Adam Shilton 2023


    48. Click on Subject

    49. And the summary produced from OpenAI

    Copyright Adam Shilton 2023


    50. Little tricky to find. You'll need to expand message

    51. And then click on content

    Copyright Adam Shilton 2023


    52. Click on OK

    Copyright Adam Shilton 2023


    53. That should be everything you need for it to run (you do get a
    progress / error log on the bottom right in case something hasn't
    worked)

    54. TADA! - Gmail -> OpenAI Summary -> Google Sheet

    Copyright Adam Shilton 2023


    Created with Tango.us

    Copyright Adam Shilton 2023

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