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Auto Categorise Outlook Emails With Ai

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A recipe for Auto Categorise Outlook Emails With Ai

Recipe Template

{
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        "instanceId": "67d4d33d8b0ad4e5e12f051d8ad92fc35893d7f48d7f801bc6da4f39967b3592"
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            "type": "n8n-nodes-base.manualTrigger",
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            "parameters": [],
            "typeVersion": 1
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        {
            "id": "d16f59dd-f54e-487b-9aac-67f109ba9869",
            "name": "Sticky Note8",
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            "parameters": {
                "color": 7,
                "width": 727.9032097745135,
                "height": 110.58643966444157,
                "content": "# Auto Categorise Outlook Emails with AI\nBuilt by [Wayne Simpson](https:\/\/www.linkedin.com\/in\/simpsonwayne\/) at [nocodecreative.io](https:\/\/nocodecreative.io)"
            },
            "typeVersion": 1
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            "parameters": {
                "color": 7,
                "width": 506.8102696237577,
                "height": 337.24177957113216,
                "content": "### Watch Set Up Video \ud83d\udc47\n[![Auto Categorise Outlook Emails with AI](https:\/\/vdyfnvnstovfxpabhdjc.supabase.co\/storage\/v1\/object\/public\/images\/Thumbnails\/auto-categories-emails.png?t=2024-10-11T09%3A56%3A37.961Z#full-width)](https:\/\/www.youtube.com\/watch?v=EhRBkkjv_3c)\n\n"
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            "name": "Ollama Chat Model1",
            "type": "@n8n\/n8n-nodes-langchain.lmChatOllama",
            "position": [
                1129,
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            ],
            "parameters": {
                "model": "qwen2.5:14b",
                "options": {
                    "temperature": 0.2
                }
            },
            "typeVersion": 1
        },
        {
            "id": "bcf92a71-ff5f-46a7-bec3-cedb5be2bf98",
            "name": "Microsoft Outlook10",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
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            ],
            "parameters": {
                "folderId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAAAAgFJAAAA",
                    "cachedResultUrl": "https:\/\/outlook.office365.com\/mail\/AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj%2FaQEAnz%2FIOcWBGE2lrVuQgAF6zAAAAgFJAAAA",
                    "cachedResultName": "Junk Email"
                },
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "move"
            },
            "typeVersion": 2
        },
        {
            "id": "100db1cb-3819-43c7-a74b-5c087ad4f2da",
            "name": "Microsoft Outlook12",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2700,
                8
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "d4969259-a3ae-473d-82ef-0c9f7933c899",
            "name": "Loop Over Items1",
            "type": "n8n-nodes-base.splitInBatches",
            "position": [
                160,
                448
            ],
            "parameters": {
                "options": []
            },
            "typeVersion": 3
        },
        {
            "id": "524f6be3-7708-4aae-b9ab-e0ef8180a627",
            "name": "Microsoft Outlook13",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2700,
                188
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "72cb54f3-4e4e-4ad2-8845-11a38fc29f1a",
            "name": "Microsoft Outlook15",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                3020,
                188
            ],
            "parameters": {
                "folderId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAADLJmrBwAAAA==",
                    "cachedResultUrl": "https:\/\/outlook.office365.com\/mail\/AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj%2FaQEAnz%2FIOcWBGE2lrVuQgAF6zAADLJmrBwAAAA%3D%3D",
                    "cachedResultName": "Receipt"
                },
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "move"
            },
            "typeVersion": 2
        },
        {
            "id": "e4446e84-c05e-4d04-b415-7608e39024ee",
            "name": "Microsoft Outlook16",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2709,
                504
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "3ee05cfe-a528-472e-aa3d-c890fd88b6c4",
            "name": "Microsoft Outlook17",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                3020,
                508
            ],
            "parameters": {
                "folderId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAADLJmrCAAAAA==",
                    "cachedResultUrl": "https:\/\/outlook.office365.com\/mail\/AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj%2FaQEAnz%2FIOcWBGE2lrVuQgAF6zAADLJmrCAAAAA%3D%3D",
                    "cachedResultName": "Community"
                },
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "move"
            },
            "typeVersion": 2
        },
        {
            "id": "2fcecd9e-95cc-489a-b874-699c54518e44",
            "name": "Microsoft Outlook18",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2709,
                344
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "41a39309-1a94-461f-9308-63dd5b9a94a7",
            "name": "Microsoft Outlook19",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                3020,
                348
            ],
            "parameters": {
                "folderId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAADLJmrCQAAAA==",
                    "cachedResultUrl": "https:\/\/outlook.office365.com\/mail\/AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj%2FaQEAnz%2FIOcWBGE2lrVuQgAF6zAADLJmrCQAAAA%3D%3D",
                    "cachedResultName": "SaaS"
                },
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "move"
            },
            "typeVersion": 2
        },
        {
            "id": "ebf606f9-099c-4218-b23b-66e2487262d0",
            "name": "Markdown1",
            "type": "n8n-nodes-base.markdown",
            "notes": "Converts the body of the email to markdown",
            "position": [
                420,
                468
            ],
            "parameters": {
                "html": "={{ $('Loop Over Items1').item.json.body.content }}",
                "options": []
            },
            "notesInFlow": true,
            "typeVersion": 1
        },
        {
            "id": "ff447dd5-3ef6-4a02-8453-3489af8bf6b5",
            "name": "varEmal1",
            "type": "n8n-nodes-base.set",
            "notes": "Set email fields",
            "position": [
                620,
                468
            ],
            "parameters": {
                "options": [],
                "assignments": {
                    "assignments": [
                        {
                            "id": "edb304e1-3e9f-4a77-918c-25646addbc53",
                            "name": "subject",
                            "type": "string",
                            "value": "={{ $json.subject }}"
                        },
                        {
                            "id": "57a3ef3a-2701-40d9-882f-f43a7219f148",
                            "name": "importance",
                            "type": "string",
                            "value": "={{ $json.importance }}"
                        },
                        {
                            "id": "d8317f4f-aa0e-4196-89af-cb016765490a",
                            "name": "sender",
                            "type": "object",
                            "value": "={{ $json.sender.emailAddress }}"
                        },
                        {
                            "id": "908716c8-9ff7-4bdc-a1a3-64227559635e",
                            "name": "from",
                            "type": "object",
                            "value": "={{ $json.from.emailAddress }}"
                        },
                        {
                            "id": "ce007329-e221-4c5a-8130-2f8e9130160f",
                            "name": "body",
                            "type": "string",
                            "value": "={{ $json.data\n .replace(\/<[^>]*>\/g, '') \/\/ Remove HTML tags\n .replace(\/\\[(.*?)\\]\\((.*?)\\)\/g, '') \/\/ Remove Markdown links like [text](link)\n .replace(\/!\\[.*?\\]\\(.*?\\)\/g, '') \/\/ Remove Markdown images like ![alt](image-link)\n .replace(\/\\|\/g, '') \/\/ Remove table separators \"|\"\n .replace(\/-{3,}\/g, '') \/\/ Remove horizontal rule \"---\"\n .replace(\/\\n+\/g, ' ') \/\/ Remove multiple newlines\n .replace(\/([^\\w\\s.,!?@])\/g, '') \/\/ Remove special characters except essential ones\n .replace(\/\\s{2,}\/g, ' ') \/\/ Replace multiple spaces with a single space\n .trim() \/\/ Trim leading\/trailing whitespace\n}}\n"
                        }
                    ]
                }
            },
            "typeVersion": 3.4
        },
        {
            "id": "198524cb-c9f0-4261-8c38-7c878efe7457",
            "name": "Microsoft Outlook20",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2700,
                668
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "ec73629c-59ac-4f0e-a432-2c06934952ab",
            "name": "Microsoft Outlook21",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2709,
                1044
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "0a19d15c-0cd3-4f26-9be2-4914522751fb",
            "name": "Filter1",
            "type": "n8n-nodes-base.filter",
            "position": [
                -100,
                448
            ],
            "parameters": {
                "options": [],
                "conditions": {
                    "options": {
                        "version": 2,
                        "leftValue": "",
                        "caseSensitive": true,
                        "typeValidation": "strict"
                    },
                    "combinator": "and",
                    "conditions": [
                        {
                            "id": "c8cd6917-f94e-4fb7-8601-b8ed8f1aa8bf",
                            "operator": {
                                "type": "array",
                                "operation": "empty",
                                "singleValue": true
                            },
                            "leftValue": "={{ $json.categories }}",
                            "rightValue": ""
                        }
                    ]
                }
            },
            "typeVersion": 2.2
        },
        {
            "id": "96e6e31c-6306-44a8-a57a-2b5216636b00",
            "name": "If1",
            "type": "n8n-nodes-base.if",
            "notes": "Checks if the email has been read",
            "position": [
                3320,
                668
            ],
            "parameters": {
                "options": [],
                "conditions": {
                    "options": {
                        "version": 2,
                        "leftValue": "",
                        "caseSensitive": true,
                        "typeValidation": "strict"
                    },
                    "combinator": "and",
                    "conditions": [
                        {
                            "id": "f8cf2a56-cea8-4150-b7a0-048dbda20f2f",
                            "operator": {
                                "type": "boolean",
                                "operation": "true",
                                "singleValue": true
                            },
                            "leftValue": "={{ $json.isRead }}",
                            "rightValue": ""
                        }
                    ]
                }
            },
            "typeVersion": 2.2
        },
        {
            "id": "8a6e0118-abe3-45e2-aefc-94640348b2ec",
            "name": "Microsoft Outlook22",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                2709,
                864
            ],
            "parameters": {
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "update",
                "updateFields": {
                    "categories": "={{ \n [$('varJSON1').first().json.output.category, $('varJSON1').first().json.output.subCategory]\n .filter(item => item && item.trim() !== \"\")\n .map(item => item.charAt(0).toUpperCase() + item.slice(1))\n}}"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "e2d8e7b5-4447-4327-9f4e-b8d52765667e",
            "name": "Catch Errors1",
            "type": "n8n-nodes-base.set",
            "position": [
                1760,
                608
            ],
            "parameters": {
                "options": [],
                "assignments": {
                    "assignments": [
                        {
                            "id": "0dc6d439-60fb-49f6-b4d5-f5cce6f030ad",
                            "name": "error",
                            "type": "string",
                            "value": "={{ $json }}"
                        }
                    ]
                }
            },
            "typeVersion": 3.4
        },
        {
            "id": "17f6ac43-51e4-4bee-b0d8-13deb3bf3cc9",
            "name": "varJSON1",
            "type": "n8n-nodes-base.set",
            "onError": "continueErrorOutput",
            "position": [
                1540,
                468
            ],
            "parameters": {
                "options": {
                    "ignoreConversionErrors": true
                },
                "assignments": {
                    "assignments": [
                        {
                            "id": "0c52f57f-74eb-4385-ac6b-f3e5f4f50e73",
                            "name": "output",
                            "type": "object",
                            "value": "={{ $json.output.replace(\/^.*?({.*}).*$\/s, '$1') }}"
                        }
                    ]
                }
            },
            "typeVersion": 3.4
        },
        {
            "id": "82dd9631-a34b-4d54-be28-6f8dcc3548f0",
            "name": "Sticky Note10",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                -360,
                220
            ],
            "parameters": {
                "width": 411.91693012378937,
                "height": 401.49417117683515,
                "content": "## Outlook Business with filters\nFilters:\n```\nflag\/flagStatus eq 'notFlagged' and not categories\/any()\n```\n\nThese filters ensure we do not process flagged emails or email that already have a category set."
            },
            "typeVersion": 1
        },
        {
            "id": "0583e196-37a5-43db-8c0a-aa624029c926",
            "name": "Microsoft Outlook23",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                -300,
                448
            ],
            "parameters": {
                "limit": 1,
                "fields": [
                    "flag",
                    "from",
                    "importance",
                    "replyTo",
                    "sender",
                    "subject",
                    "toRecipients",
                    "body",
                    "categories",
                    "isRead"
                ],
                "output": "fields",
                "options": [],
                "filtersUI": {
                    "values": {
                        "filters": {
                            "custom": "flag\/flagStatus eq 'notFlagged' and not categories\/any()",
                            "foldersToInclude": [
                                "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAAAAgEMAAAA"
                            ]
                        }
                    }
                },
                "operation": "getAll"
            },
            "typeVersion": 2
        },
        {
            "id": "a9540e6b-929b-4460-8972-93e4d19cd934",
            "name": "varID & Category1",
            "type": "n8n-nodes-base.set",
            "position": [
                900,
                468
            ],
            "parameters": {
                "options": [],
                "assignments": {
                    "assignments": [
                        {
                            "id": "de2ad4f2-7381-4715-a3f4-59611e161b74",
                            "name": "id",
                            "type": "string",
                            "value": "={{ $('Microsoft Outlook23').item.json.id }}"
                        },
                        {
                            "id": "458c7a89-e4a3-46d0-8b38-72d87748e306",
                            "name": "category",
                            "type": "string",
                            "value": "\"action\", \"junk\", \"receipt\", \"SaaS\", \"community\", \"business\" or \"other\""
                        }
                    ]
                }
            },
            "typeVersion": 3.4
        },
        {
            "id": "e6b3b41e-d7d3-4c9b-8189-a005c748ff18",
            "name": "Sticky Note11",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                360,
                348
            ],
            "parameters": {
                "color": 6,
                "width": 418.7820408163265,
                "height": 301.40952380952365,
                "content": "## Sanitise Email \nRemoves HTML and useless information in preparation for the AI Agent"
            },
            "typeVersion": 1
        },
        {
            "id": "f9787a75-526c-4ef1-b0a7-0db7d890ab3f",
            "name": "Sticky Note12",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                820,
                348
            ],
            "parameters": {
                "color": 6,
                "width": 256.16108843537415,
                "height": 298.37931972789124,
                "content": "## Modify Categories \nEdit this to customise category selection"
            },
            "typeVersion": 1
        },
        {
            "id": "50223a01-34cf-4191-9dd7-3dac02a9e945",
            "name": "Sticky Note13",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                1480,
                328
            ],
            "parameters": {
                "color": 5,
                "width": 441.003537414966,
                "height": 463.0204081632651,
                "content": "## Convert to JSON\n* Ensures the Agent output to converted to JSON\n* Catches any errors and continues processing"
            },
            "typeVersion": 1
        },
        {
            "id": "4580c532-96a6-46b4-8922-d79316d1cc01",
            "name": "Sticky Note14",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2120,
                328
            ],
            "parameters": {
                "color": 5,
                "width": 311.71482993197264,
                "height": 454.93986394557805,
                "content": "## Switch Categories\nEnsure your categories match the **varID & Category** Edit Fields node"
            },
            "typeVersion": 1
        },
        {
            "id": "b51a7c34-2a5e-4670-81a4-d1582711c69a",
            "name": "Sticky Note15",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2629,
                -76
            ],
            "parameters": {
                "color": 4,
                "width": 251.3480889735252,
                "height": 1289.0156245602684,
                "content": "## Set Categories\n"
            },
            "typeVersion": 1
        },
        {
            "id": "3a7ede7b-539b-49d2-8803-153ca6c9eb69",
            "name": "Sticky Note16",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2949,
                -76
            ],
            "parameters": {
                "color": 4,
                "width": 251.3480889735252,
                "height": 770.995811762121,
                "content": "## Move to Folders\n"
            },
            "typeVersion": 1
        },
        {
            "id": "ee9a9d78-8c07-470a-9d1b-ceddfc8875ca",
            "name": "Sticky Note17",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                3260,
                553
            ],
            "parameters": {
                "color": 4,
                "height": 293.65527013262994,
                "content": "## Check if email has been read\n\n"
            },
            "typeVersion": 1
        },
        {
            "id": "c75b9d38-79a7-4be2-a90b-a99da1bbd745",
            "name": "Microsoft Outlook Move Message1",
            "type": "n8n-nodes-base.microsoftOutlook",
            "position": [
                3609,
                604
            ],
            "parameters": {
                "folderId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj-aQEAnz-IOcWBGE2lrVuQgAF6zAADLJmrCwAAAA==",
                    "cachedResultUrl": "https:\/\/outlook.office365.com\/mail\/AQMkAGE3ZTU5MGMzLTFkNGItNGQ5Zi04MDQ1LThmNGFlMTVhYjMwYgAuAAAD8UhruVwm402lgPBG2Tj%2FaQEAnz%2FIOcWBGE2lrVuQgAF6zAADLJmrCwAAAA%3D%3D",
                    "cachedResultName": "Actioned"
                },
                "messageId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('varID & Category1').item.json.id }}"
                },
                "operation": "move"
            },
            "typeVersion": 2
        },
        {
            "id": "85ff0348-16dc-46e6-bf70-48a10fe0ded8",
            "name": "AI Agent1",
            "type": "@n8n\/n8n-nodes-langchain.agent",
            "position": [
                1160,
                468
            ],
            "parameters": {
                "text": "=Categorise the following email\n<email>\n{{ $('varEmal1').first().json.toJsonString() }}\n<\/email>\n\nEnsure your final output is valid JSON with no additional text or token in the following format:\n\n{\n \"subject\": \"SUBJECT_LINE\",1\n \"category\": \"CATEGORY\",\n \"subCategory\": \"SUBCATEGORY\", \/\/use sparingly\n \"analysis\": \"ANALYSIS_REASONING\"\n}\n\nRemember you can only use ONE of the following categories {{ $json.category }}. No other categories can be used. Use the subcategory for additional context, for example, if a SaaS email requires action, or if a business email requires action. Do not create any additional subcategories, you can only use ONE of the following {{ $json.category }}.",
                "options": {
                    "systemMessage": "=You're an AI assistant for a freelance developer, categorizing emails as {{ $json.category }}. Email info is in <email> tags.\n\nCategorization priority:\n\nAction: Needs response or action (includes some SaaS emails), avoid sales email but include enquires.\nJunk: Ads, sales, newsletters, promotions, daily digests, (emojis often indicate junk), phishing, scams, discounts etc.\nReceipt: Any purchase confirmation.\nSaaS: Account\/security updates, unless action required, generic SaaS information, usually from a non-personal email address.\nCommunity: Updates, events, forums, everything related to \"community\".\nBusiness: Any communication related to freelance work, usually from a humans email address\nOther: Doesn't fit into any other category.\n\nKey points:\n\nSaaS emails needing action are \"SaaS\" and subcategory \"action\".\nAnalyze the subject, body, email addresses and other data.\nLook for specific keywords and phrases for each category.\nEmail can have 2 categories, primary and sub, for example, \"action\" and \"SaaS\" or \"action\" and \"business\".\nEmails from business development executives are often junk.\n\n\nOutput in valid JSON format:\n{\n\"subject\": \"SUBJECT_LINE\",\n\"category\": \"PRIMARY CATEGORY\",\n\"subCategory\": \"SUBCATEGORY\", \/\/use sparingly\n\"analysis\": \"Brief 1-2 sentence explanation of category choice\"\n}\nNo additional text or tokens outside the JSON.\n\nYou may only use the following categories and subcategories, do not create any more categories or subcategories: {{ $json.category }}"
                },
                "promptType": "define",
                "hasOutputParser": true
            },
            "typeVersion": 1.6
        },
        {
            "id": "93e7be79-9035-4b58-9a83-b9182a0515f8",
            "name": "Merge1",
            "type": "n8n-nodes-base.merge",
            "position": [
                3989,
                564
            ],
            "parameters": {
                "numberInputs": 7
            },
            "typeVersion": 3
        },
        {
            "id": "cbaeaed1-cb09-4614-93f1-3fe349cd0e4e",
            "name": "Switch1",
            "type": "n8n-nodes-base.switch",
            "position": [
                2220,
                488
            ],
            "parameters": {
                "rules": {
                    "values": [
                        {
                            "outputKey": "junk",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "operator": {
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "junk"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "receipt",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "0c61c7a8-e8b4-49c5-a96c-402d5eae7089",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "receipt"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "SaaS",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "703f65c8-cf4a-47fe-ad1a-a5f6e0412ae7",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "SaaS"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "community",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "b074d5cd-9215-40df-8877-5df904edc000",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "community"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "action",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "bece338a-e0c5-43b5-b8cc-41229a374213",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "action"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "business",
                            "conditions": {
                                "options": {
                                    "version": 2,
                                    "leftValue": "",
                                    "caseSensitive": false,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "d6c9751f-0ffa-4041-a579-6957bb9c9296",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.output.category }}",
                                        "rightValue": "business"
                                    }
                                ]
                            },
                            "renameOutput": true
                        }
                    ]
                },
                "options": {
                    "ignoreCase": true,
                    "fallbackOutput": "extra"
                }
            },
            "typeVersion": 3.2
        }
    ],
    "pinData": [],
    "connections": {
        "If1": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook Move Message1",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 5
                    }
                ]
            ]
        },
        "Merge1": {
            "main": [
                [
                    {
                        "node": "Loop Over Items1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Filter1": {
            "main": [
                [
                    {
                        "node": "Loop Over Items1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Switch1": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook12",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook13",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook18",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook16",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook20",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook22",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Microsoft Outlook21",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "varEmal1": {
            "main": [
                [
                    {
                        "node": "varID & Category1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "varJSON1": {
            "main": [
                [
                    {
                        "node": "Switch1",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Catch Errors1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "AI Agent1": {
            "main": [
                [
                    {
                        "node": "varJSON1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Markdown1": {
            "main": [
                [
                    {
                        "node": "varEmal1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Catch Errors1": {
            "main": [
                [
                    {
                        "node": "Loop Over Items1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Loop Over Items1": {
            "main": [
                null,
                [
                    {
                        "node": "Markdown1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "varID & Category1": {
            "main": [
                [
                    {
                        "node": "AI Agent1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Ollama Chat Model1": {
            "ai_languageModel": [
                [
                    {
                        "node": "AI Agent1",
                        "type": "ai_languageModel",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook10": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook12": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook10",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook13": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook15",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook15": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 1
                    }
                ]
            ]
        },
        "Microsoft Outlook16": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook17",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook17": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 3
                    }
                ]
            ]
        },
        "Microsoft Outlook18": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook19",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook19": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 2
                    }
                ]
            ]
        },
        "Microsoft Outlook20": {
            "main": [
                [
                    {
                        "node": "If1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook21": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 6
                    }
                ]
            ]
        },
        "Microsoft Outlook22": {
            "main": [
                [
                    {
                        "node": "If1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook23": {
            "main": [
                [
                    {
                        "node": "Filter1",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Microsoft Outlook Move Message1": {
            "main": [
                [
                    {
                        "node": "Merge1",
                        "type": "main",
                        "index": 4
                    }
                ]
            ]
        },
        "When clicking \u2018Test workflow\u2019": {
            "main": [
                [
                    {
                        "node": "Microsoft Outlook23",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        }
    }
}

How to Use an n8n Template

1

Create a New Workflow

Click "New Workflow" in your n8n dashboard to get started.

2

Copy & Paste Template

First, copy this template: Click here to copy the JSON .
Then, in n8n, click the three dots (···) → "Import from file" and paste the JSON code.

3

Customize the Nodes

Go through each node in the workflow to update inputs like spreadsheet IDs, email addresses, or message content. Adjust field mappings to match your data.

4

Grant Access

For nodes that connect to external apps (like Google Sheets or Slack), you'll need to grant access. Connect your accounts using OAuth or an API key and save the credentials in the node.

5

Test It

Run the workflow by clicking "Execute Node" for each step or "Run Once" for the whole thing. Check the right sidebar to inspect data and debug any errors (they'll show up in red).

6

Activate Workflow

Once everything works as expected, click the "Activate" toggle to turn your workflow on. You're all set!

Frequently Asked Questions

How long does it take to implement this development recipe?

This recipe typically takes 30 minutes to implement, depending on your experience level with the tools involved.

What tools do I need for this recipe?

You'll need: n8n. All tools are linked above with setup instructions.

Is this recipe free to use?

This recipe uses a mix of free and paid tools. Check individual tool pricing above.

Do I need coding experience for this recipe?

Most tools in this recipe are no-code or low-code solutions, making them accessible to beginners. Each tool includes difficulty level indicators.

Can I customize this recipe?

Absolutely! This recipe provides a foundation that you can adapt to your specific needs. Feel free to add or remove tools based on your requirements.

What if I get stuck implementing this recipe?

Each tool includes documentation links and support resources. You can also reach out to our community or consider hiring one of our verified agencies for assistance.