🔍 Overview

This project automates the entire process of reading incoming emails, classifying them with AI, taking the appropriate operational actions, notifying teams, updating records, and generating a fully automated daily summary report.

Using Zapier, OpenAI, Google Sheets, HubSpot, Slack, Gmail, Asana, and Google Drive, the system processes every incoming email with zero manual work.

Two workflows power the entire automation:

1. AI-Driven Email Operations Workflow
2. Daily Summary Report Workflow

⚠️ Challenge / Problem

Managing incoming emails manually caused:

• Delays in responding to leads
• Slow support ticket creation
• Missed invoice follow-ups
• Internal requests being overlooked
• No centralized record of daily actions
• No automated daily reporting

The challenge was to build a unified automation that:

• Identifies the type of email
• Executes the correct workflow instantly
• Updates multiple tools
• Logs all actions