community-automations/outlook-assistant-airtable

銷售與 CRM

PublicClaude 子代理

Outlook AI 助理

要回得好,得先了解這段關係,但那些脈絡存在 Monday 和 Airtable 裡,不在 Outlook。於是大家不是盲目回覆,就是在三個工具之間來回切換,才想得起這個客戶到底是誰。

sonnet1 週OutlookMicrosoft GraphAirtableMonday
ClaudeClaude
ROI for
README.md

為什麼選擇此子代理

要回得好,得先了解這段關係,但那些脈絡存在 Monday 和 Airtable 裡,不在 Outlook。於是大家不是盲目回覆,就是在三個工具之間來回切換,才想得起這個客戶到底是誰。

這個助理會在你的 Monday 和 Airtable 紀錄中查找寄件者,起草一封早已掌握對方脈絡的回信:進行中的案子、上一筆訂單、還沒解決的需求。草稿會在 Outlook 裡等著你,並附上來源紀錄的連結。你回信的樣子,就像記得每一個客戶,而不必離開收件匣去翻找。

運作方式

    • Read

      Used at step 01 to kick off the pipeline.

    • Write

      Used at step 01 to kick off the pipeline.

    • WebFetch

      Used at step 01 to kick off the pipeline.

    • WebSearch

      Used at step 01 to kick off the pipeline.

輸出範例

json
// Sample output
// (generated when the pipeline finishes)

For an incoming email, pull the sender's records from Monday and Airtable and draft a reply that references their current context.

Unlock the rest

The full agent definition, install snippet, and starter task are gated for community members.

Members get the full `.md` agent file, the npm / pnpm install one-liners, a starter prompt that we've tuned against real runs, and the open-source repo when this automation ships there. One email, magic link, done.