Tools Spotlight: How to Automate Your Email Workflow Using AI

Alright, squad—let’s be real. Email can be a total time-suck. But with AI, you can go from inbox chaos to smooth-operator mode without breaking a sweat. 

Here’s the lowdown on how to automate your email workflow like a boss.

Step 1: Plan Your Workflow:

Get your goals straight. Are you sending welcome emails? Following up on leads? 

Segment your audience so each email hits the right vibe. Then pick your AI sidekick. Tools like Zapier, Lindy.ai, or Make.com, can connect apps, manage your inbox, and even suggest replies.

Step 2: Build Your Automated Sequences/Triggers:

Triggers are the spark. They’re the “when this happens → do this next” part. 

Once you get that part, integrate AI with your email and apps, give the right permissions, and let it handle content suggestions, summaries, and even drafting follow-ups.

Step 3: Train, Test, and Optimize:

AI’s like a pet—you gotta train it. So teach it your brand voice, tweak drafts, proofread and give feedback.

Track metrics like open rates, clicks, and engagement, and don’t shy away from A/B testing subject lines or content. Over time, your AI learns, adapts, and basically becomes your inbox MVP.

Step 5: Keep Scaling:

Start simple. Automate one workflow, measure results, then layer in more complexity. Hook in other channels like Slack, SMS, or CRM to make emails feel human.

Key Tools to Know

Once you get this rolling, your AI assistant can handle everything from generating emails, prioritizing messages, and following up, to analyzing performance—all while you sip your coffee and pretend your inbox isn’t a black hole.

⚡ Prompts to try:

P.S. This isn’t sponsored, we don’t get paid for these reviews. We just love shining the light on tools that would actually help people work smarter.