OpenAI
Google Mail
playbook Template

Classify and Draft AI Responses to Sales Lead Emails

This workflow automates classifying sales lead emails and drafting responses using AI, ensuring timely and professional engagement with prospects.
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Classify text
Action
Classify text
Generate email from prompt
Action
Generate email from prompt
Create draft email
Action
Create draft email

How does this playbook work?

This workflow automates classifying sales lead emails and drafting responses using AI, ensuring timely and professional engagement with prospects.
Inputs
  • Email body content
  • Email subject
  • Email sender's address
outputs
  • Draft email response in Google Mail

This automation streamlines the process of dealing with incoming sales lead emails by classifying them and drafting responses with the help of OpenAI.

The process begins by classifying an email as either a sales lead or not based on its content. If the email is identified as a sales lead, a draft response is then generated. The response is crafted in a friendly style, thanking the prospect for their interest in the services. Finally, this draft email is automatically prepared in Google Mail, addressed to the sender of the original email, and includes a subject line that references the original email's subject. Some use cases include:

  • Quickly responding to high volumes of sales inquiries
  • Ensuring consistent and professional communication with potential leads
Note: This automation can be customized to filter different types of emails, not just sales leads. With OpenAI, draft responses can be tailored to fit a variety of contexts and styles.

Enhance your sales process with this AI-powered workflow and ensure you never miss an opportunity. Try it with Bardeen.

Step 1: Install the Bardeen App

Begin by installing the Bardeen app on your device to get started.

Step 2: Navigate to the Magic Box

After installation, proceed to the Magic Box and enter:

When new email, classify as sales lead email, draft response with OpenAI

Step 3: Integrate the Workflow Integrations

Make sure to set up the integrations required for the workflow. This includes OpenAI for email classification and drafting responses, and Google Mail for creating email drafts.

Step 4: Run the Workflow

To complete the setup, execute the workflow. The workflow is designed to:

  • Classify incoming emails as sales leads or not, helping to prioritize your responses.
  • Use OpenAI to draft a friendly response thanking the prospect for their interest.
  • Create a draft email in your Google Mail, allowing you to review and send the response with ease.
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How Can AI Improve Your Sales Email Response Time?

Automatically Respond to Sales Lead Emails with ChatGPT

Responding to sales lead emails promptly and effectively is crucial for maintaining engagement and interest. Automating this process can save valuable time and ensure consistency in communication. Here's how to set up an automated system using AI, specifically ChatGPT, for drafting responses to sales lead emails.

Enhance your sales process with AI-powered workflow automation. Try it with Bardeen.

Email Classification

Email classification is the first step in automating responses to sales lead emails. It involves identifying and categorizing incoming emails to determine which are sales leads. This can be achieved through machine learning techniques that analyze email content for specific keywords or patterns indicative of sales leads. Techniques such as Support Vector Machine (SVM) and Artificial Neural Networks (ANN) have proven effective in classifying emails with high accuracy. For instance, using the Point-Biserial correlation for feature selection helps in identifying the most relevant features for spam email classification, which can be adapted for sales lead identification.

Once classified, the sales lead emails can be automatically directed to a specific folder or tagged for further action. This step ensures that only relevant emails are processed for drafting responses, improving efficiency and response time.

Draft Email with AI

After classifying an email as a sales lead, the next step is drafting an appropriate response. AI email responders, powered by models like ChatGPT, can generate responses based on the content of the received email. These AI tools analyze the email's context and craft a reply that is relevant and tailored to the inquiry. For instance, if an email inquires about product features, the AI can draft a response highlighting those features and providing additional relevant information.

Integrating AI with email services such as Gmail allows for seamless drafting of responses. Tools like Bardeen can automate this process by using OpenAI to compose email drafts directly from the classified sales lead emails. The automation can be customized to include the sender's name, address the specific queries mentioned in the email, and even suggest a follow-up action, such as scheduling a call or sending further documentation.

Streamline your email response process with Bardeen's AI automation. Get started now.
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OpenAI
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Google Mail
Google Mail
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