Collect and organize Outlook emails in Airtable using AI
Workflow Description
Automation that retrieves Outlook emails and processes them through an AI agent to extract key information, stores structured data in Airtable tables, and creates synchronized tasks in Monday.com for team tracking.
How it works
- 1.Trigger collection of new Outlook messages manually or on schedule
- 2.AI agent analyzes email content and extracts structured information
- 3.Categorize results and save them to appropriate Airtable tables
- 4.Send Monday.com notifications to assign tasks to team members
- 5.Process data in batches to ensure reliability and prevent bottlenecks
Use cases
- Automatically organize customer inquiries from email into a searchable database
- Convert incoming emails into tracked tasks in your project management system
- Extract and categorize lead information from email for sales pipeline management
Requirements
- Active Outlook account with API access permissions
- OpenAI API key with sufficient credits configured
- Connected Airtable and Monday.com integrations in n8n
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (28)
When clicking ‘Test workflow’
Manual Trigger
Sticky Note8
Sticky Note
Sticky Note10
Sticky Note
Microsoft Outlook23
Microsoft Outlook
Sticky Note11
Sticky Note
Sticky Note12
Sticky Note
OpenAI Chat Model
OpenAI
Set Category
Microsoft Outlook
Structured Output Parser
Output Parser Structured
If
If
Set Importance
Microsoft Outlook
AI: Analyse Email
Agent
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Sticky Note2
Sticky Note
Check Mail Schedule Trigger
Schedule Trigger
Update Contacts Schedule Trigger
Schedule Trigger
Monday.com - Get Contacts
Monday Com
Airtable - Contacts
Airtable
Convert to Markdown
Markdown
Email Messages
Set
Rules
Airtable
Categories
Airtable
Delete Rules
Airtable
Contact
Airtable
Loop Over Items
Split In Batches
Merge
Merge
Sticky Note3
Sticky Note