AI Agent for Email Replies

Introduction

Managing emails efficiently is crucial for staying productive in today’s fast-paced work environment. With Assista, you can harness the power of AI agents to handle your Gmail inbox without any coding or technical skills. These agents interact with Gmail directly through natural language prompts, helping you save time and reduce manual effort while keeping control in your hands.

What can you achieve with this AI Agent?

• ✔️ Quickly draft replies to complex or lengthy email threads without typing from scratch.
• ✔️ Extract important information from emails to update tasks or records in other tools.
• ✔️ Summarize email conversations to get an overview rapidly.
• ✔️ Search and retrieve relevant emails or contacts based on your queries.
• ✔️ Send well-crafted emails using style and tone aligned with your preferences.
• ✔️ Coordinate email content with records in CRM systems like HubSpot.
• ✔️ Initiate multi-step workflows involving Gmail and other productivity tools via simple chat commands.

Note that all workflows are user-triggered on demand, giving you control over every action performed by the AI agent.

Workflow Examples

Summarize and Reply to Long Email Threads

Use case:

You’re CC’d in a lengthy Gmail thread and want a concise summary plus a clear reply.

Workflow:

• Gmail: Reads the entire email thread.
• AI Agent: Summarizes the key points and drafts a thoughtful reply.

Result:

"Thanks for the update. I agree with the proposed timeline and will prioritize the action items discussed."

Prompt Draft:

"Read this Gmail thread, summarize the main points, and draft a concise reply confirming agreement and next steps."

Benefits:

✔️ Saves time by avoiding reading long email chains manually.
✔️ Provides a clear and professional reply ready to send.
✔️ Helps you stay informed and responsive without extra effort.

Extract Leads from Gmail into HubSpot

Use case:

You receive potential client inquiries via Gmail and want to quickly add these leads to HubSpot.

Workflow:

• Gmail: Identifies and extracts contact information from specified emails.
• HubSpot: Creates new lead entries with extracted data.

Result:

New leads appear in HubSpot ready for follow-up, with no manual data entry needed.

Prompt Draft:

"Scan my recent Gmail messages for new client inquiries and add their contact details as leads in HubSpot."

Benefits:

✔️ Eliminates tedious manual lead entry.
✔️ Accelerates sales follow-up processes.
✔️ Maintains data accuracy by automating transfer from email to CRM.

Draft a Follow-Up Email Based on a Gmail Conversation

Use case:

You want to send a polite follow-up email relating to a previous Gmail conversation.

Workflow:

• Gmail: Retrieves the last message in the thread.
• AI Agent: Drafts a courteous follow-up email referencing the prior discussion.

Result:

"Hello, just checking in on the proposal I shared last week. Let me know if you have any questions or feedback."

Prompt Draft:

"Review the last message in this Gmail thread and draft a polite follow-up email to prompt a response."

Benefits:

✔️ Helps maintain professional communication without delay.
✔️ Saves writing time with well-phrased messages.
✔️ Ensures follow-ups are timely and context-aware.

By combining Gmail with other tools via Assista’s AI agents, you reduce repetitive tasks and increase your ability to focus on meaningful work. Your email interactions become smarter, faster, and more effective with every prompt you send.