Outlook Email Assistant with Monday and Airtable Context

Priority depends on who sent the email. Generic rules cannot tell a key client from a cold pitch, so important messages get buried.

An operations manager uses Microsoft Outlook for business. On a schedule, unflagged and uncategorized emails are cleaned up and passed to an AI agent along with contacts from Monday.com and categories and rules from Airtable. The agent sets the category and importance in Outlook.

1. 1Fetches Outlook emails that are not flagged and have no category.
2. 2Strips HTML and clutter from each email.
3. 3Loads categories, rules and delete rules from Airtable, and supplier and client contacts from Monday.com.
4. 4An AI agent categorizes and prioritizes the email, matching the sender to known contacts.
5. 5Updates the category and importance in Outlook.

• Microsoft Outlook for business
• A Monday.com board with contacts, or another CRM
• An Airtable base for rules and categories
• An OpenAI API key

• You maintain the rules and categories in Airtable.
• You decide what happens to each category.

• Review delete rules carefully before enabling any deletion.
• The contact list refreshes on its own schedule. Run it more often if your contacts change quickly.