Microsoft Outlook AI Email Assistant

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  "name": "Microsoft Outlook AI Email Assistant",
  "tags": [],
  "nodes": [
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        "content": "# Microsoft Outlook AI Email Assistant"
      },
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      "parameters": {
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        "content": "## Outlook Business with filters
Filters:
```
flag/flagStatus eq 'notFlagged' and not categories/any()
```

These filters ensure we do not process flagged emails or email that already have a category set."
      },
      "typeVersion": 1
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      "parameters": {
        "limit": 10,
        "fields": [
          "flag",
          "from",
          "importance",
          "replyTo",
          "sender",
          "subject",
          "toRecipients",
          "body",
          "categories",
          "isRead"
        ],
        "output": "fields",
        "options": {},
        "filtersUI": {
          "values": {
            "filters": {
              "custom": "flag/flagStatus eq 'notFlagged' and not categories/any()",
              "foldersToInclude": [
                "AAMkADYyNmQ0YWE1LWQxYjEtNDBhYS1hODI3LTg3MTkyNDAwMzE5NwAuAAAAAAA44w-ZZoU7QLO9GQAyv8UcAQAkfR2JHrRET4CmwDGznLN6AAAAAAEMAAA="
              ]
            }
          }
        },
        "operation": "getAll"
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "nv0cz3C6VZDzEgtR",
          "name": "Microsoft365 Email Account"
        }
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      "parameters": {
        "color": 6,
        "width": 459,
        "height": 401,
        "content": "## Sanitise Email 
Removes HTML and useless information in preparation for the AI Agent"
      },
      "typeVersion": 1
    },
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        "content": "## Get Rules & Categories
Edit the airtables to set your own categories, rules, contacts and/or delete rules. "
      },
      "typeVersion": 1
    },
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        "model": "gpt-4o",
        "options": {
          "temperature": 0.2
        }
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      "credentials": {
        "openAiApi": {
          "id": "l2JgpErNc5namHVH",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "210816e8-6a1f-4e63-a90e-d953e0e87ccd",
      "name": "Set Category",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
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      "parameters": {
        "messageId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.output.id }}"
        },
        "operation": "update",
        "updateFields": {
          "categories": "={{ [$json.output.category] }}"
        }
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "nv0cz3C6VZDzEgtR",
          "name": "Microsoft365 Email Account"
        }
      },
      "typeVersion": 2
    },
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      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{
  \"type\": \"object\",
  \"properties\": {
    \"id\": {
      \"type\": \"string\",
      \"description\": \"The email id\"
    },
    \"subject\": {
      \"type\": \"string\",
      \"description\": \"The email subject line\"
    },
    \"category\": {
      \"type\": \"string\",
      \"description\": \"Primary classification of the email\"
    },
    \"subCategory\": {
      \"type\": \"string\",
      \"description\": \"Optional sub-classification if applicable\"
    },
    \"analysis\": {
      \"type\": \"string\",
      \"description\": \"Reasoning behind the categorization\"
    }
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  \"required\": [\"id\",\"subject\", \"category\", \"analysis\"]
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          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "6e4ecd0c-d151-4e5b-8d66-558f9f9ec3b0",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $('AI: Analyse Email').item.json.output.subCategory }}",
              "rightValue": "Action"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
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      "name": "Set Importance",
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      "position": [
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      ],
      "parameters": {
        "messageId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('AI: Analyse Email').item.json.output.id }}"
        },
        "operation": "update",
        "updateFields": {
          "importance": "High"
        }
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "nv0cz3C6VZDzEgtR",
          "name": "Microsoft365 Email Account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "61cecccf-589f-4514-b126-cfbfc7d94981",
      "name": "AI: Analyse Email",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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      "parameters": {
        "text": "=Categorise the following email:
<email>
{{ $('Loop Over Items').item.json.toJsonString() }}
</email>

<Contact>
{{ $('Contact').all().toJsonString() }}
</Contact>

<DeleteRules>
{{ $('Delete Rules').all().toJsonString() }}
</DeleteRules>

<Categories>
{{ $('Categories').all().toJsonString() }}
</Categories>

Ensure your final output is valid JSON with no additional text or token in the following format:

{
  \"subject\": \"SUBJECT_LINE\",1
  \"category\": \"CATEGORY\",
  \"subCategory\": \"SUBCATEGORY\", //use sparingly
  \"analysis\": \"ANALYSIS_REASONING\"
}

Remember you can only use ONE of the following category 'Name' values from the 'Categories' defined above. No other categories can be used. Use the subcategory for additional context, for example, if a client email requires action or if a supplier email requires action. Do not create any additional subcategories; you can only use ONE of the category 'Name' values from the 'Categories' defined above.",
        "options": {
          "systemMessage": "=Categories: \"\"\"{{ $('Categories').all().toJsonString() }}\"\"\"

You are an AI email assistant for the *insert role & title*. Your task is to categorize incoming emails using one of the category 'Name' values defined in 'Categories' above.

You may also use the subcategory:
- Action

Instructions:
Analyse the email subject, body, and sender's email address to determine the appropriate category by referring to the 'Usage', 'Sender Indicators' and 'Subject Indicators' defined in the 'Categories' above.


Output Format:
Produce output in valid JSON format:
{
  \"id\": \"{{ $('Loop Over Items').item.json.id }}\",
  \"subject\": \"SUBJECT_LINE\",
  \"category\": \"PRIMARY CATEGORY\",
  \"subCategory\": \"SUBCATEGORY\", // use sparingly
  \"analysis\": \"Brief 1-2 sentence explanation of category choice\"
}
- Replace \"SUBJECT_LINE\" with the actual subject of the email.
- \"PRIMARY CATEGORY\" should be one of the categories listed above.
- \"SUBCATEGORY\" should be \"Action\" if applicable; otherwise, omit or leave blank.
- The \"analysis\" should be a brief 1-2 sentence explanation of why the category was chosen. Also, indicate if there was a match for the 'Contact' email and the email sender.

Important:
You may only use the categories and the subcategory listed above; do not create any additional categories or subcategories.

No additional text or tokens should be included outside the JSON output.
"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.6
    },
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      "position": [
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      "parameters": {
        "color": 6,
        "width": 760,
        "height": 400,
        "content": "## CRM Contact List Integration 
For this workflow I am retrieving supplier & client contacts from Monday.com the email assistant has better context to categorise, prioritise and reply to emails.
The list is updated daily or you can change the scheduler trigger to update more or less frequently.
You could replace this with your own CRM."
      },
      "typeVersion": 1
    },
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      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "width": 700,
        "height": 580,
        "content": "## Categorise & Prioritise Emails Agent 
"
      },
      "typeVersion": 1
    },
    {
      "id": "2e9411a8-30da-4ee5-9597-cb08e34049a5",
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      "position": [
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      "parameters": {
        "color": 4,
        "width": 740,
        "height": 280,
        "content": "## Set the category & importance using the output from the agent
"
      },
      "typeVersion": 1
    },
    {
      "id": "138a734f-0ac5-4e50-a4af-b7255e11e862",
      "name": "Check Mail Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "disabled": true,
      "position": [
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      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes",
              "minutesInterval": 15
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "709795fd-68ff-4881-9f30-6270dea83f7c",
      "name": "Update Contacts Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
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      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "552803ce-3dae-415d-b14d-a7b990450482",
      "name": "Monday.com - Get Contacts",
      "type": "n8n-nodes-base.mondayCom",
      "position": [
        1520,
        -440
      ],
      "parameters": {
        "boardId": "1840712625",
        "groupId": "topics",
        "resource": "boardItem",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "mondayComApi": {
          "id": "wur9UFaP9YKCFZly",
          "name": "Monday.com - API User"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "cf41ebb0-f295-4f1a-a49c-05471a4d9220",
      "name": "Airtable - Contacts",
      "type": "n8n-nodes-base.airtable",
      "position": [
        1920,
        -440
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appNmgIGA4Fhculsn",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn",
          "cachedResultName": "AI Email Assistant"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tbl8gTTEn96uFRDHE",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn/tbl8gTTEn96uFRDHE",
          "cachedResultName": "Contacts"
        },
        "columns": {
          "value": {
            "Type": "={{ $json.column_values[1].text }}",
            "Email": "={{ $json.column_values[6].text }}",
            "Last Name": "={{ $json.name.split(\" \",2).last() }}",
            "First Name": "={{ $json.name.split(\" \",2).first() }}"
          },
          "schema": [
            {
              "id": "id",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": true,
              "required": false,
              "displayName": "id",
              "defaultMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "First Name",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "First Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Last Name",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Last Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Type",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ]
        },
        "options": {},
        "operation": "upsert"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "Bgr0Fi30Oek2jpXT",
          "name": "Airtable Personal Access Token account"
        }
      },
      "typeVersion": 2.1
    },
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      "id": "6d698b4d-f18c-4e4a-9c83-8a39208aee8c",
      "name": "Convert to Markdown",
      "type": "n8n-nodes-base.markdown",
      "notes": "Converts the body of the email to markdown",
      "position": [
        2120,
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      ],
      "parameters": {
        "html": "={{ $json.body.content }}",
        "options": {}
      },
      "notesInFlow": true,
      "typeVersion": 1
    },
    {
      "id": "012109cc-dcba-464b-b3bc-17201b1ad436",
      "name": "Email Messages",
      "type": "n8n-nodes-base.set",
      "notes": "Set email fields",
      "position": [
        2320,
        240
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "edb304e1-3e9f-4a77-918c-25646addbc53",
              "name": "subject",
              "type": "string",
              "value": "={{ $json.subject }}"
            },
            {
              "id": "57a3ef3a-2701-40d9-882f-f43a7219f148",
              "name": "importance",
              "type": "string",
              "value": "={{ $json.importance }}"
            },
            {
              "id": "d8317f4f-aa0e-4196-89af-cb016765490a",
              "name": "sender",
              "type": "object",
              "value": "={{ $json.sender.emailAddress }}"
            },
            {
              "id": "908716c8-9ff7-4bdc-a1a3-64227559635e",
              "name": "from",
              "type": "object",
              "value": "={{ $json.from.emailAddress }}"
            },
            {
              "id": "ce007329-e221-4c5a-8130-2f8e9130160f",
              "name": "body",
              "type": "string",
              "value": "={{ $json.data
    .replace(/<[^>]*>/g, '')                      // Remove HTML tags
    .replace(/\[(.*?)\]\((.*?)\)/g, '')            // Remove Markdown links like [text](link)
    .replace(/!\[.*?\]\(.*?\)/g, '')               // Remove Markdown images like ![alt](image-link)
    .replace(/\|/g, '')                            // Remove table separators \"|\"
    .replace(/-{3,}/g, '')                         // Remove horizontal rule \"---\"
    .replace(/\n+/g, ' ')                          // Remove multiple newlines
    .replace(/([^\w\s.,!?@])/g, '')                // Remove special characters except essential ones
    .replace(/\s{2,}/g, ' ')                       // Replace multiple spaces with a single space
    .trim()                                        // Trim leading/trailing whitespace
}}
"
            },
            {
              "id": "6abfcc56-7b0a-469e-82fc-ce294ed5162b",
              "name": "id",
              "type": "string",
              "value": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "6d3933f3-3f2e-4268-8979-d6c93c961916",
      "name": "Rules",
      "type": "n8n-nodes-base.airtable",
      "position": [
        2400,
        720
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appNmgIGA4Fhculsn",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn",
          "cachedResultName": "AI Email Assistant"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblMSXbMFKETNToxV",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn/tblMSXbMFKETNToxV",
          "cachedResultName": "Rules"
        },
        "options": {},
        "operation": "search"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "Bgr0Fi30Oek2jpXT",
          "name": "Airtable Personal Access Token account"
        }
      },
      "executeOnce": true,
      "typeVersion": 2.1
    },
    {
      "id": "9166d63f-0c16-490f-afb8-e30ef25c49da",
      "name": "Categories",
      "type": "n8n-nodes-base.airtable",
      "position": [
        2300,
        860
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appNmgIGA4Fhculsn",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn",
          "cachedResultName": "AI Email Assistant"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tbliKDp5PoFNF7YI7",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn/tbliKDp5PoFNF7YI7",
          "cachedResultName": "Categories"
        },
        "options": {},
        "operation": "search"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "Bgr0Fi30Oek2jpXT",
          "name": "Airtable Personal Access Token account"
        }
      },
      "executeOnce": true,
      "typeVersion": 2.1
    },
    {
      "id": "f48e5a29-0eee-4420-80d9-2b9b016fba0d",
      "name": "Delete Rules",
      "type": "n8n-nodes-base.airtable",
      "position": [
        2140,
        960
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appNmgIGA4Fhculsn",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn",
          "cachedResultName": "AI Email Assistant"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tbl84EJr7y65ed4zh",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn/tbl84EJr7y65ed4zh",
          "cachedResultName": "Delete Rules"
        },
        "options": {},
        "operation": "search"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "Bgr0Fi30Oek2jpXT",
          "name": "Airtable Personal Access Token account"
        }
      },
      "executeOnce": true,
      "typeVersion": 2.1
    },
    {
      "id": "d6ad6091-2c7e-41b9-a9b3-b8715208cec0",
      "name": "Contact",
      "type": "n8n-nodes-base.airtable",
      "position": [
        3080,
        240
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appNmgIGA4Fhculsn",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn",
          "cachedResultName": "AI Email Assistant"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tbl8gTTEn96uFRDHE",
          "cachedResultUrl": "https://airtable.com/appNmgIGA4Fhculsn/tbl8gTTEn96uFRDHE",
          "cachedResultName": "Contacts"
        },
        "options": {},
        "operation": "search",
        "filterByFormula": "={Email}='{{ $('Loop Over Items').item.json.from.address }}'"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "Bgr0Fi30Oek2jpXT",
          "name": "Airtable Personal Access Token account"
        }
      },
      "executeOnce": false,
      "typeVersion": 2.1,
      "alwaysOutputData": true
    },
    {
      "id": "bc1ede01-fa21-4446-a4e1-1a725a3a4887",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2720,
        260
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "fcdd837d-8852-4dcf-924c-aba4f2cddeba",
      "name": "Merge",
      "type": "n8n-nodes-base.merge",
      "position": [
        3420,
        220
      ],
      "parameters": {
        "mode": "chooseBranch",
        "numberInputs": 4
      },
      "typeVersion": 3
    },
    {
      "id": "f790dd9b-19bb-4649-975e-00a511f2dd9f",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        3020,
        60
      ],
      "parameters": {
        "color": 4,
        "height": 400,
        "content": "## Match Contact
Check if the sender is an existing contact. Note in this workflow the contacts are dynamically loaded from Monday.com"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {},
  "versionId": "e0fed20f-21be-4e21-bcc9-8af7062229dd",
  "connections": {
    "If": {
      "main": [
        [
          {
            "node": "Set Importance",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Merge": {
      "main": [
        [
          {
            "node": "AI: Analyse Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Rules": {
      "main": [
        [
          {
            "node": "Merge",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "Contact": {
      "main": [
        [
          {
            "node": "Merge",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Categories": {
      "main": [
        [
          {
            "node": "Merge",
            "type": "main",
            "index": 2
          }
        ]
      ]
    },
    "Delete Rules": {
      "main": [
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          {
            "node": "Merge",
            "type": "main",
            "index": 3
          }
        ]
      ]
    },
    "Set Category": {
      "main": [
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          {
            "node": "If",
            "type": "main",
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          }
        ]
      ]
    },
    "Email Messages": {
      "main": [
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          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Importance": {
      "main": [
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          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [],
        [
          {
            "node": "Contact",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI: Analyse Email": {
      "main": [
        [
          {
            "node": "Set Category",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI: Analyse Email",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Convert to Markdown": {
      "main": [
        [
          {
            "node": "Email Messages",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Microsoft Outlook23": {
      "main": [
        [
          {
            "node": "Convert to Markdown",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
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          {
            "node": "AI: Analyse Email",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Monday.com - Get Contacts": {
      "main": [
        [
          {
            "node": "Airtable - Contacts",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Mail Schedule Trigger": {
      "main": [
        [
          {
            "node": "Microsoft Outlook23",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update Contacts Schedule Trigger": {
      "main": [
        [
          {
            "node": "Monday.com - Get Contacts",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Test workflow’": {
      "main": [
        [
          {
            "node": "Microsoft Outlook23",
            "type": "main",
            "index": 0
          },
          {
            "node": "Rules",
            "type": "main",
            "index": 0
          },
          {
            "node": "Categories",
            "type": "main",
            "index": 0
          },
          {
            "node": "Delete Rules",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}