Email & Admin

Human-in-the-Loop Email Replies with AI

Summarize incoming emails, draft a reply with your business information, and send it only after a person approves.

The Problem

Teams want faster email replies but cannot let AI send unchecked messages to customers.

How This Template Solves It

A small business connects a shared mailbox over IMAP. Each email is summarized, an agent writes a short professional reply, and the draft goes to a reviewer who approves it before it is sent over SMTP.

How It Works

  1. 1Reads new emails over IMAP and converts them to Markdown.
  2. 2A summarization chain condenses the email.
  3. 3An AI agent writes the reply, designed to draw on business information from a vector database.
  4. 4The draft is sent to a reviewer for approval.
  5. 5Approved replies are sent to the original sender over SMTP.

What You Need

  • An email account with IMAP and SMTP access
  • An OpenAI API key
  • A vector store with your business information

What Stays Under Your Control

  • A reviewer approves every reply before it is sent.

Watch Out For

  • Connect a vector store tool to the agent so replies use real business information instead of guesses.
  • The reply prompt keeps answers short. Adjust it if your replies need more detail.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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