Streamline Your Inbox: Automate Email Categorization for Customer Support and Recruiting
Streamline your inbox with automated email categorization for customer support and recruiting. Boost efficiency, save time, and stay organized with this easy-to-build pipeline.
April 2, 2025

Streamline your email management with an automated email classification system that routes customer support inquiries and recruiting leads to the right channels. This efficient workflow ensures timely responses and organized record-keeping, freeing you to focus on core business priorities.
Automatically Categorize and Respond to Emails
Summarize and Notify on Customer Support Emails
Save Resumes from Recruiting Emails
Conclusion
Automatically Categorize and Respond to Emails
Automatically Categorize and Respond to Emails
Building a pipeline for automatically categorizing emails and performing actions based on the category can help streamline your email management. In this example, we'll create a pipeline that categorizes emails into "Customer Support" and "Recruiting" categories, and then takes specific actions for each category.
The pipeline will trigger whenever a new email is received in the Outlook inbox. It will then use a categorizer node to classify the email based on the subject, sender, and body content. Depending on the category, the pipeline will take the following actions:
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Customer Support: The pipeline will use an OpenAI language model to summarize the email content and then send a Slack message to the customer support channel with the sender, subject, and summary.
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Recruiting: The pipeline will assume that the first attachment in the email is the candidate's resume. It will then save the resume to a designated folder in Google Drive, using the sender's email and the email subject as the file name.
This pipeline demonstrates how you can automate email processing and response, freeing up time and ensuring consistent handling of different types of emails. The flexibility of the pipeline allows you to easily expand the logic and actions based on your specific needs, such as scoring resumes or performing additional processing on the email content.
Summarize and Notify on Customer Support Emails
Summarize and Notify on Customer Support Emails
Whenever a new email is received in the inbox, this pipeline will categorize the email into one of three categories: customer support, recruiting, or other.
For emails categorized as customer support, the pipeline will:
1. Summarize the email content using an LLM (Large Language Model).
2. Send a Slack message to the "vector shift customer support" channel, including the email sender, subject, and the summary.
This allows the customer support team to quickly understand the context of the email and respond accordingly.
Save Resumes from Recruiting Emails
Save Resumes from Recruiting Emails
When the pipeline detects a recruiting email, it will:
- Retrieve the first attachment from the email, assuming it is the candidate's resume.
- Save the resume file to a "Resumes" folder in Google Drive.
- Name the file using the sender's email address and the email subject.
This allows you to automatically organize and store resumes received from candidates, making it easier to review and manage the recruiting process.
Conclusion
Conclusion
The pipeline demonstrated in this tutorial provides a concise and efficient way to automatically categorize incoming emails and perform specific actions based on the identified categories. By leveraging the Categorizer and Condition nodes, the pipeline can effectively route customer support emails to a Slack channel for quick response, and save candidate resumes from recruiting emails to a designated Google Drive folder.
This example showcases the versatility and power of the Vector Shift platform, allowing users to build custom AI workflows tailored to their specific needs. The ability to seamlessly integrate with various services, such as Outlook, Slack, and Google Drive, further enhances the functionality and flexibility of the pipeline.
While the tutorial covers a basic use case, the potential for expansion and customization is vast. Users can incorporate additional logic, such as scoring resumes or performing more advanced analysis on email content, to suit their unique requirements. The scalable and modular nature of the Vector Shift platform empowers users to continuously refine and enhance their email management processes, driving efficiency and productivity within their organizations.
FAQ
FAQ