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Learn how to create an automated email workflow in ContactSwing that uses GPT‑4o for intelligent data extraction, processes incoming messages, and publishes them to production.

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🎥 Video walkthrough

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Step-by-step guide

1

Configure Gmail

  • Trigger: New Email
  • Category: Select the category you want to monitor (e.g., Inbox, Promotions, or Social).
2

Configure ContactSwing AI Data Extractor

  • Trigger: AI Data Extractor
  • AI Provider: Choose the AI provider you want to use.
  • Model: Select the AI model for data extraction (for example, gpt‑4o).
  • API Key: Enter your ContactSwing authentication key.
  • Input Text: Provide the text or email content from which you want the data to be extracted.
  • What to Extract: Specify the information you want the AI to extract (e.g., sender name, subject line, or message ID).
Example:
When a new email is received, ContactSwing’s AI Data Extractor automatically identifies and extracts the required details — such as Message ID, Subject, or Sender Information — from the email body or headers for further processing.

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Workflow summary

  1. Trigger: The workflow activates when a new email arrives in Gmail.
  2. Data extraction: ContactSwing’s AI Data Extractor uses GPT‑4o to process the message and extract structured data.
  3. Process insights: Extracted information can be sent to your CRM, database, or workflow for automated handling.
  4. Publish results: The processed data is stored or sent to production systems for downstream tasks.
This automation minimizes manual data entry and enhances email management through intelligent, AI‑driven extraction within ContactSwing.