In many businesses, emails from customers pile up daily, asking for documents such as human rights policies, codes of conduct, or REACH and RoHS declarations. Although this information is often already available on the company’s website, customers still frequently request direct email delivery. This means customer service representatives or environmental officers must manually locate and send the desired documents, which costs valuable time.

In our video, we demonstrate how to automate this process in a few steps.

Email Automation with make.com and AI

Here's how it works:

1. Link Email Account: Connect your email account (e.g., Outlook or Gmail) to make.com to capture incoming requests.

2. Analyse Requests: An LLM of your choice (such as from Anthropic or OpenAI) analyses the content of the emails and identifies which documents are being requested.

3. Locate Documents: The necessary files are automatically searched for in your Google Drive, SharePoint, or Teams environment.

4. Send Response: The located documents are attached to an email and sent directly back to the customer.

   
   

What are the benefits?

• Time Saving: Automated processes significantly reduce manual effort.

• Increased Efficiency: Faster response times enhance customer satisfaction.

• Error Reduction: Automation minimises the risk of human error.

  
  

We hope this automation solution is helpful for you and we welcome your feedback at sara@turnus.ai.

For handling more complex questionnaires, which are often very time-consuming manually, we offer a specialised solution with turnus.ai that you can now test for free.

Learn more about turnus.ai and start your free trial: turnus.ai