Efficient Email Automation: Sending ISO Certificates, Code of Conduct, and More with AI and make.com

In many companies, emails pile up daily from customers requesting documents such as human rights policies, codes of conduct, or REACH and RoHS declarations. Although this information is often already available on the company website, customers still frequently request direct delivery via email. For customer success managers or environmental officers, this means manually searching for and sending the requested documents, which consumes valuable time.

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

Email Automation with make.com and AI

How it works:

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

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

3. Search Documents: The required files are automatically searched for within your Google Drive, SharePoint, or Teams environment.

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

   
   

What are the benefits?

• Time Savings: Automated processes significantly reduce manual effort.

• Increased Efficiency: Faster response times enhance customer satisfaction.

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

  
  

We trust that this automation solution will be of benefit to your operations and welcome your feedback at sara@turnus.ai.

For processing more complex questionnaires, which are often highly time-consuming to complete manually, we offer a specialised solution with turnus.ai, which is available for a free trial.

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