Parse labeled emails to extract unstructured data using AI
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
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