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.Documentation Index
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🎥 Video walkthrough
Step-by-step guide
Configure Gmail
- Trigger: New Email
- Category: Select the category you want to monitor (e.g., Inbox, Promotions, or Social).
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).
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.
Workflow summary
- Trigger: The workflow activates when a new email arrives in Gmail.
- Data extraction: ContactSwing’s AI Data Extractor uses GPT‑4o to process the message and extract structured data.
- Process insights: Extracted information can be sent to your CRM, database, or workflow for automated handling.
- Publish results: The processed data is stored or sent to production systems for downstream tasks.