Parse labeled emails to extract unstructured data using AI

Relay.app screenshot of: Parse labeled emails to extract unstructured data using AI
Relay.app screenshot of: Parse labeled emails to extract unstructured data using AI
Amit Sarda
Amit Sarda
Consultant at AmitSarda.xyz

For some lead sources, you get leads information only via email. In such cases, adding lead information to your CRM can be a chore. This workflow checks for new emails with a specific label, extracts the required data points from the email body using AI, and dumps the extracted data in a spreadsheet in a structured format. You can send the data directly to a CRM of your choice or connect the Google Sheets workbook to your CRM of choice.

Steps in this workflow

1
Label added
2
Extract with GPT-4o
3
Add row to sheet

How it works

Relay.app screenshot of: Trigger
1
Label added
App Gmail
Trigger Label added
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Extract with GPT-4o
2
Extract with GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 3: Add row to sheet
3
Add row to sheet
Documentation
descriptionActions 101