AI Email Response & CRM Management
A workflow that handles incoming email with an AI agent. When a new email arrives the system extracts the sender address, subject and message content, analyses the intent behind the email, and drives the corresponding CRM actions automatically.
- Year
- 2025
- Engagement
- Workflow automation
- Focus
- Automation, Generative AI
- Status
- Open source
01 — The problem
A shared inbox is a queue of decisions. Every message needs someone to read it, decide what it is, update the CRM and reply — work that is repetitive but too context-dependent for keyword rules.
02 — Our solution
An AI agent sits in front of the inbox. It extracts structured details from each message, classifies intent, then triggers the matching CRM operation and response — so routine mail is handled and only genuine exceptions reach a person.
How it works
The pipeline, step by step — from the first input to the final output.
- 01
Email trigger
New mail arriving starts the workflow.
- 02
Detail extraction
Sender address, subject and message body are extracted into structured fields.
- 03
Intent analysis
The agent determines what the sender actually wants.
- 04
CRM action
The matching CRM operation runs based on the classified intent.
- 05
Response
An appropriate response is generated and sent.
What we built
The outcomes
01
Routine inbox work handled without human triage
02
CRM records updated at the moment mail arrives
03
A single agent pattern reusable across mailboxes
Challenges we solved
Intent is not a fixed list
Real inboxes contain messages that fit no category. The flow needs a defensible default rather than forcing a wrong classification.
Automation needs limits
Some messages should never be auto-answered. Deciding where the agent stops was as important as what it does.
Technology stack
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