WEBVTT 00:01.360 --> 00:02.160 Welcome back. 00:02.200 --> 00:08.880 In this video I will show you how to set up AI automation, which is very helpful and can save you a 00:08.880 --> 00:09.600 lot of time. 00:10.320 --> 00:13.600 This automation summarizes your daily emails. 00:15.160 --> 00:21.080 So imagine you receive lots of emails overnight and each morning you just want a quick summary to know 00:21.080 --> 00:24.200 what's important without reading each email individually. 00:25.000 --> 00:27.960 So with this automation you will save a lot of time. 00:31.160 --> 00:36.000 And the great news is we don't even need to build this automation from scratch. 00:37.040 --> 00:42.640 We will build more complex and advanced AI automation in the next lessons, but in that case, we will 00:42.640 --> 00:50.840 use a pre-built ready to use template that is available directly in any template library. 00:51.800 --> 00:57.400 Now I'm going to show you how you can find and import the template we are going to use. 00:58.040 --> 01:00.400 So first let's create new workflow. 01:04.960 --> 01:13.000 Now if you are, if you are using a cloud version on the left hand side you will see templates uh section. 01:13.640 --> 01:14.560 Just click on it. 01:16.480 --> 01:19.000 So to find the exact workflow we'll use today. 01:19.560 --> 01:20.360 Type type. 01:20.400 --> 01:21.680 Email summary agent. 01:27.800 --> 01:28.520 Hit enter. 01:29.520 --> 01:34.400 And as you can see there are over 1500 uh, automation templates available. 01:34.400 --> 01:35.800 Most of them are free to use. 01:38.760 --> 01:40.160 We are interested in this one. 01:48.480 --> 01:52.640 Now just click on Use Workflow and then choose to copy it. 01:52.640 --> 01:55.680 So use workflow. 01:57.840 --> 02:01.280 And copy template to clipboard as a JSON file. 02:02.850 --> 02:04.090 Then go back to 2010. 02:07.290 --> 02:12.090 And just use Ctrl Plus V. 02:14.330 --> 02:21.290 Now in the setup credentials lesson, I've showed you how to set up credentials for most of the services. 02:22.170 --> 02:29.730 So if you are using a cloud version of an A-10, it should be saved and you can manage all your credentials 02:29.730 --> 02:31.130 in credentials section. 02:36.250 --> 02:41.330 But just make sure that when you open Gmail a node. 02:46.290 --> 02:47.570 Is successfully connected. 02:48.450 --> 02:50.970 If not, just simply sign in to your Google account. 02:52.370 --> 02:55.570 And the same for OpenAI node. 02:56.170 --> 02:57.330 Just simply open it. 02:58.250 --> 02:59.410 Click on this little pen. 03:01.610 --> 03:05.290 And the message connection tested successfully should pop up. 03:05.690 --> 03:12.810 If not, go back to the setup credentials lesson and enter your API keys here. 03:15.930 --> 03:17.850 Now it's ready to go and we can move on. 03:20.050 --> 03:30.610 There is another way of importing templates from a library by simply importing templates directly to 03:30.650 --> 03:32.290 your cloud workspace. 03:32.690 --> 03:43.810 So instead of copying templates as a JSON and importing them manually, you can simply click on Import 03:43.850 --> 03:46.610 template to your cloud workspace. 03:46.610 --> 03:53.650 But this is working just if you are using a cloud version cloud version of an A-10. 03:56.850 --> 04:04.660 Now this method allows you for setting up credentials before modifying the workflow itself. 04:05.420 --> 04:09.700 So you can simply just select credentials you want. 04:11.540 --> 04:12.940 I'm going to choose this one. 04:14.060 --> 04:18.020 And for OpenAI this one and hit continue. 04:20.820 --> 04:26.740 And now the template has been successfully imported into your N810 environment. 04:27.700 --> 04:32.780 And the credentials are also successfully connected. 04:33.980 --> 04:34.860 As you can see. 04:37.500 --> 04:38.500 Now OpenAI. 04:40.900 --> 04:41.180 Yes. 04:41.180 --> 04:41.660 Awesome. 04:42.820 --> 04:44.700 Now let's quickly explore the nodes. 04:44.740 --> 04:48.940 So the first node schedules when this automation runs. 04:49.260 --> 04:51.900 So right now it's set to 7 a.m. every day. 04:51.900 --> 04:56.180 But you can adjust it to whatever it fits your routine best. 04:56.260 --> 05:01.900 For instance, maybe you prefer your email summaries at midnight or every Sunday morning at 9 a.m., 05:02.260 --> 05:04.100 or perhaps each night at 10 p.m.. 05:04.140 --> 05:10.940 So simply click the note and adjust the timing that works best for you. 05:11.620 --> 05:18.380 So here you can change the trigger interval so you can switch to seconds, minutes, hours, days, 05:18.380 --> 05:22.140 weeks, months or set up a custom cron. 05:25.020 --> 05:27.140 Here you can choose. 05:30.260 --> 05:33.900 The number of days between triggers. 05:35.500 --> 05:42.740 Here you can set up the specific hour you want the workflow to be triggered. 05:43.340 --> 05:45.100 And here at which minute. 05:47.220 --> 05:49.100 Now let's go back to our workflow. 05:51.500 --> 05:56.740 Now when I make this workflow active just by clicking on this toggle. 05:58.900 --> 06:06.020 Every day at 7 a.m., this workflow will be triggered by, according to the New York Time Zone. 06:06.670 --> 06:14.390 And because I'm not based in New York, I'm going to change the settings to change the time zone to 06:14.630 --> 06:17.630 my local time zone for London Europe. 06:19.830 --> 06:20.870 And confirm it. 06:22.030 --> 06:28.270 And now this workflow will be activated every day at 7 a.m. in my local time zone. 06:30.630 --> 06:36.670 So that's why this is really important, to double check in the settings that you have set up the correct 06:36.710 --> 06:37.390 time zone. 06:37.790 --> 06:45.950 Because if you are importing templates from a library by default, it can be configured to use your 06:45.990 --> 06:51.590 timezone or any other time zone which could cause issues if you live elsewhere. 06:51.830 --> 06:53.950 And this mistake happens frequently. 06:54.590 --> 06:57.510 So select the correct time zone and let's move on. 06:57.710 --> 07:03.150 Now as you can see why it's important the template from the library. 07:04.950 --> 07:08.350 It comes with Beautiful notes. 07:09.070 --> 07:11.470 And they're called sticky notes. 07:11.870 --> 07:18.190 And you can simply add them to your workflows by searching sticky notes. 07:23.510 --> 07:24.590 And you can always. 07:27.070 --> 07:32.950 Use it to help you understand or make some notes inside your workflows. 07:33.190 --> 07:35.430 So for example here you can change the color. 07:37.230 --> 07:43.030 And by double clicking you can edit it and add any text you want. 07:48.310 --> 07:49.550 For now let's remove it. 07:52.910 --> 08:01.710 And most of the templates available in the Naa10 library come with these notes. 08:01.710 --> 08:09.840 So here we can see that it starts the workflow every day at 7 a.m. you can adjust the time if you want 08:09.880 --> 08:10.160 to. 08:11.880 --> 08:13.600 You can see that the next node. 08:13.880 --> 08:20.600 So Gmail tool fetches all emails received in the past 24 hours from the email address, etc.. 08:25.200 --> 08:31.760 So as you can see, according to this node, it grabs every email received in the past 24 hours. 08:33.040 --> 08:35.800 So let's open it and let's see what's inside. 08:40.480 --> 08:42.240 So as a result we have a message. 08:42.680 --> 08:44.600 So we want to fetch a message. 08:44.600 --> 08:49.080 So email you can also fetch a labor draft or treat. 08:51.360 --> 08:53.960 You have different options to choose from. 08:54.440 --> 09:00.960 We can fetch many emails so we can get we can use get many operation. 09:01.680 --> 09:02.800 We can delete emails. 09:02.800 --> 09:03.960 We can add labels. 09:04.840 --> 09:10.680 You can even mark emails as read as only you can reply. 09:10.680 --> 09:15.600 We can send emails, you can send and wait for response. 09:16.360 --> 09:18.640 So you have plenty of options to choose from. 09:20.400 --> 09:23.800 In that case, we want to fetch multiple emails. 09:24.000 --> 09:27.880 So we're going to leave this operation as it is. 09:30.000 --> 09:34.560 Now we want to return all emails from the past 24 hours. 09:35.600 --> 09:37.600 And we want to simplify the output. 09:40.440 --> 09:44.520 Now this code snippet has been added by the author of this workflow. 09:47.840 --> 09:51.120 Now you can also turn it off and set up a limit. 09:51.320 --> 10:00.960 For example, let's say you want to fetch just last ten emails so you can change it, but you want to 10:00.960 --> 10:08.600 leave it as as written all as I want to have access and summarize all my emails from the past 24 hours. 10:09.730 --> 10:11.570 And now let's move on. 10:11.570 --> 10:14.210 So we want to simplify the output. 10:16.970 --> 10:19.250 Now we want to keep it as a simplified. 10:20.410 --> 10:23.330 We can simply hover over on it. 10:23.330 --> 10:31.090 And you can see that it means that whether to return a simplified version of the response instead of 10:31.090 --> 10:31.970 the raw data. 10:32.250 --> 10:34.010 So we want a simplified version. 10:36.490 --> 10:41.050 Now this is JavaScript code added by the author of this workflow. 10:41.890 --> 10:46.290 You can expand it by simply clicking on this little button. 10:50.370 --> 10:57.570 So this script generates a Gmail search query to find emails from this specific email address. 10:59.810 --> 11:05.610 And received after yesterday in a specific format. 11:06.210 --> 11:08.450 But you don't need to know how to write this code. 11:08.450 --> 11:13.850 You can simply Just ask any LLM like ChatGPT or Claude. 11:15.970 --> 11:17.050 All right, let's move on. 11:21.410 --> 11:23.730 The next note is called aggregate node. 11:23.970 --> 11:27.930 You can simply find it just by searching aggregate. 11:28.450 --> 11:35.530 It's a we can use it to combine a field from many items into a list in a single item. 11:35.890 --> 11:42.250 So in that case, it organizes the fetched email data by extracting fields like sender, receiver, 11:42.290 --> 11:44.930 CC and previous snippet. 11:45.850 --> 11:46.970 So let's open it. 11:50.970 --> 11:54.130 It aggregates all item data into a single list. 11:54.410 --> 11:56.330 You can switch to individual fields. 11:58.730 --> 12:02.730 We also want to output data in field. 12:03.410 --> 12:05.290 We include a specific fields. 12:06.930 --> 12:11.730 The fields we want to include a ID from two cc See snippet. 12:12.370 --> 12:17.650 So all the data fetched from your emails and that's basically it. 12:18.490 --> 12:22.610 Now let's move on to the next node which is message model node. 12:25.610 --> 12:34.290 This is where the magic happens because here we are using LM to summarize our emails and combine all 12:34.290 --> 12:37.210 the fetched emails into a summary. 12:40.010 --> 12:42.410 Here, as you can see, this is a message model. 12:42.930 --> 12:49.770 So we can use it to message LMS in that case OpenAI models. 12:50.850 --> 12:54.450 You can find it by simply searching for OpenAI. 12:58.050 --> 13:02.250 And message model as a text action. 13:05.530 --> 13:09.890 Here you can configure it and specify all the parameters. 13:10.570 --> 13:15.780 But for now let's remove it because we have already configured this node in our workflow. 13:17.180 --> 13:18.220 So let's open it. 13:20.020 --> 13:21.220 And as you can see here. 13:23.820 --> 13:25.900 As a resource we have text. 13:28.740 --> 13:31.780 As operation we want to message a model. 13:32.020 --> 13:35.340 But we can classify text for relations. 13:35.340 --> 13:37.780 We can make a custom API calls. 13:38.140 --> 13:40.300 But let's leave it for now. 13:41.820 --> 13:48.260 Here we can choose LM we want to message to. 13:48.300 --> 13:54.260 So in that case we are using GPT four mini which is very cost effective and very fast. 13:54.740 --> 14:03.860 But you can easily switch to other llms like GPT 3.5 turbo, GPT four, GPT four or GPT four. 14:03.900 --> 14:04.180 Oh. 14:11.340 --> 14:12.220 Oh 1st May. 14:14.300 --> 14:18.020 Basically you have access to all OpenAI's models. 14:23.860 --> 14:25.660 Then as a message, we have a text. 14:26.300 --> 14:29.100 We can simply expand it and make it bigger. 14:29.780 --> 14:36.820 To switch to expression by clicking on this button here you can see how everything is structured. 14:37.260 --> 14:38.940 So how the prompt looks like. 14:39.940 --> 14:44.140 Go through this image summary and identify all key details mentioned. 14:44.500 --> 14:49.900 Any specific issues to look at and actions items and use this format to output. 14:51.260 --> 14:53.540 In this prompt we ask LLM. 14:53.780 --> 14:58.180 So in that case GPT for all to use this format to output. 15:00.260 --> 15:01.460 All the information. 15:02.340 --> 15:10.540 So when we fetch all the emails, GPT four will summarize all these emails and use this JSON format 15:10.540 --> 15:16.590 to structure the email we are going to receive as a summary. 15:17.430 --> 15:21.430 So it's a summary of emails with point one, two and three. 15:21.710 --> 15:23.550 We have actions, we have names. 15:23.990 --> 15:31.870 And of course as the input data, we have all the emails fetched from the last 24 hours in a JSON format 15:31.870 --> 15:32.350 as well. 15:33.190 --> 15:35.710 Finally we have the Gmail node again. 15:36.110 --> 15:41.550 So this time this node sends summarized email directly back to you. 15:42.470 --> 15:43.550 So let's open it. 15:46.550 --> 15:49.630 And your Gmail account should still be connected. 15:51.350 --> 15:56.990 You have resource as a message, but you can also select label, draft or treat. 15:59.230 --> 16:00.670 We want to send an email. 16:00.670 --> 16:03.030 So we use send operation. 16:04.070 --> 16:08.790 Here you can specify what email address you want to. 16:09.030 --> 16:10.750 You want the email sent to. 16:11.510 --> 16:14.590 So let's say I'm going to provide my email. 16:23.670 --> 16:24.910 Now here is a subject. 16:24.910 --> 16:30.950 We have the same code as in the previous node, so let's expand it. 16:32.190 --> 16:35.590 As you can see and you also have a time zone. 16:38.870 --> 16:40.830 As you can see this is the same code. 16:41.590 --> 16:46.470 So here we specify the format we want to receive email in. 16:47.710 --> 16:49.630 And we also have a time zone. 16:51.190 --> 16:52.390 So now let's close it. 16:53.070 --> 16:58.630 And when I scroll down you see that the email type we have HTML. 16:59.110 --> 17:05.870 That's why in the message field we provide HTML structure. 17:06.870 --> 17:09.470 But you can easily switch to text. 17:09.870 --> 17:13.950 But remember to change the structure of the message as well. 17:14.270 --> 17:15.350 So let's open it. 17:17.520 --> 17:20.280 So this is the HTML of the message. 17:28.920 --> 17:35.400 So basically thanks to this HTML code we receive beautifully formatted email with our summary. 17:38.320 --> 17:41.400 You don't need to know how to write from scratch. 17:41.800 --> 17:44.040 You can just simply copy and paste it. 17:44.040 --> 17:50.480 Or you can always use ChatGPT or any other large language model to help you understand it. 17:51.760 --> 17:52.840 Let us close it for now. 17:56.320 --> 18:02.440 Here you have option to append an attribution, which basically means that at the bottom of the email 18:02.440 --> 18:05.240 you will see information that the email was sent by an A-10. 18:05.440 --> 18:06.600 But we don't need that. 18:10.920 --> 18:12.240 Now let's test this workflow. 18:12.240 --> 18:15.360 So let's press on Test Workflow button. 18:17.800 --> 18:27.440 And now, as you can see, it stops at the edge image node because it fetches fetches image from the 18:27.440 --> 18:30.520 past 24 hours starting from right now. 18:30.720 --> 18:35.080 So if no new emails arrived in the last minute, there is nothing to summarize yet. 18:35.560 --> 18:45.720 So to check this functionality and see how the how it goes through, just simply click on the second 18:45.720 --> 18:48.760 node, go to settings. 18:50.920 --> 18:53.360 And toggle this option. 18:55.680 --> 18:57.160 To always output data. 18:58.120 --> 19:01.120 And now when you click this workflow again. 19:03.760 --> 19:06.200 You can see that it was successfully executed. 19:06.800 --> 19:12.840 And now when I go to my email inbox you can see that it's working. 19:12.840 --> 19:17.000 And I got in my summary but I, I didn't get any. 19:18.210 --> 19:22.250 content because I didn't receive any email in the last couple of minutes. 19:23.890 --> 19:27.970 So now let's go back to our workflow and let's open this node. 19:30.610 --> 19:31.770 And as you can see here. 19:34.490 --> 19:35.730 When I switch to JSON. 19:39.370 --> 19:42.650 In the output section we see that the email was sent. 19:43.210 --> 19:47.410 You have ID, threat id and label IDs and so on. 19:49.050 --> 19:52.250 So now the last step is to make our workflow active. 19:54.650 --> 19:55.610 Let's confirm it. 19:57.290 --> 20:05.410 And now every single day at 7 a.m., I should receive a summary of my emails from the last 24 hours. 20:05.930 --> 20:08.450 Beautifully formatted as you have seen. 20:12.530 --> 20:13.730 It will look like that. 20:15.810 --> 20:18.250 But with the actual summary of emails and actions.