Microsoft Outlook AI Email Assistant
Configured with Agent, Airtable, OpenAI Chat Model, Markdown, and additional nodes. Review the connections and setup before adapting this template.
Node categories in this workflow
- Trigger
- Messaging
- AI & models
- Transform
- Routing
- Integration
- Data store
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| When clicking ‘Test workflow’ | Trigger | Manual Trigger | See node parameters |
| Microsoft Outlook23 | Messaging | Microsoft Outlook | getAll |
| OpenAI Chat Model | AI & models | OpenAI Chat Model | See node parameters |
| Set Category | Messaging | Microsoft Outlook | update |
| Structured Output Parser | Transform | Output Parser Structured | See node parameters |
| If | Routing | If | See node parameters |
| Set Importance | Messaging | Microsoft Outlook | update |
| AI: Analyse Email | AI & models | Agent | See node parameters |
| Check Mail Schedule Trigger | Trigger | Schedule Trigger | See node parameters |
| Update Contacts Schedule Trigger | Trigger | Schedule Trigger | See node parameters |
| Monday.com - Get Contacts | Integration | Monday Com | boardItem / getAll |
| Airtable - Contacts | Data store | Airtable | upsert |
| Convert to Markdown | Transform | Markdown | See node parameters |
| Email Messages | Transform | Edit Fields | See node parameters |
| Rules | Data store | Airtable | search |
| Categories | Data store | Airtable | search |
| Delete Rules | Data store | Airtable | search |
| Contact | Data store | Airtable | search |
| Loop Over Items | Routing | Loop Over Items | See node parameters |
| Merge | Transform | Merge | See node parameters |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
airtableTokenApimicrosoftOutlookOAuth2ApimondayComApiopenAiApi
Workflow notes
Outlook Business with filters
Outlook Business with filters
Filters:
flag/flagStatus eq 'notFlagged' and not categories/any()
These filters ensure we do not process flagged emails or email that already have a category set.
Sanitise Email
Sanitise Email
Removes HTML and useless information in preparation for the AI Agent
Get Rules & Categories
Get Rules & Categories
Edit the airtables to set your own categories, rules, contacts and/or delete rules.
CRM Contact List Integration
CRM Contact List Integration
For this workflow I am retrieving supplier & client contacts from Monday.com the email assistant has better context to categorise, prioritise and reply to emails. The list is updated daily or you can change the scheduler trigger to update more or less frequently. You could replace this with your own CRM.
Convert to Markdown
Converts the body of the email to markdown
Email Messages
Set email fields
Match Contact
Match Contact
Check if the sender is an existing contact. Note in this workflow the contacts are dynamically loaded from Monday.com
Microsoft Outlook AI Email Assistant
Microsoft Outlook AI Email Assistant
Purpose and structure
This folder contains the Microsoft Outlook AI Email Assistant workflow. Its executable nodes use agent, airtable, if, lmChatOpenAi, manualTrigger, markdown, merge, microsoftOutlook, mondayCom, outputParserStructured, scheduleTrigger, set, splitInBatches. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
When clicking ‘Test workflow’, Check Mail Schedule Trigger, Update Contacts Schedule Trigger
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Mondaycom/1974_Mondaycom_Schedule_Send_Scheduled.json MIT; preserve source notices.
Canvas section labels
These name areas of the original canvas; they do not include explanatory instructions.
- Microsoft Outlook AI Email Assistant
- Categorise & Prioritise Emails Agent
- Set the category & importance using the output from the agent