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Legacy Email Triage Automation

Email triage workflow that watches incoming Gmail messages, normalizes the data, classifies each email with OpenAI, converts the AI output into structured JSON, and routes the message into one of several operational paths—private dining follow‑up, vendor invoice handling, kitchen allergy alerts, general reservations, or manual review—each creating a Trello card and sending targeted notifications, with scenario error handlers on every major path.

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Legacy Email Triage Automation workflow

Context

The hospitality team needed a way to automatically triage complex inbound emails across multiple departments—private dining, finance, kitchen, reservations, and management—without manual forwarding or sorting.

Approach

Built a single Make.com scenario that watches the monitored Gmail inbox, normalizes sender, subject, and body fields, sends the content to OpenAI with a taxonomy‑aware prompt, parses the JSON‑structured classification, and routes each message into the appropriate branch; each branch creates a Trello card on the relevant board (and optionally sends an email alert), while dedicated scenario error handlers email the team whenever any module in the intake, parsing, or downstream paths fails.

Architecture

  1. Gmail - Watch Incoming Emails
  2. Normalize Email Data
  3. Open AI Email Classification
  4. Parse JSON AI Output
  5. Build All Content
  6. Email Classification Branch
  7. Private Dining Guest
  8. Create Card Private Dining Guest Experience Board
  1. Vendor Invoice
  2. Create Card Vendor Invoice Board
  1. Kitchen Alert / Allergy
  2. Create Card Kitchen Alert Operations Board + Gmail Kitchen Allergy Alert Email
  1. General Reservation
  2. Create Card General Reservation Board
  1. Catch All Manual Review
  2. Create Card Catch All Manual Review + Manual Review Alert to PM
  3. Scenario Error Handler watching intake/parsing and each branch

Results

~8 hrs/weekInbox sorting time saved
5-way AI classificationDepartmental routing accuracy
EliminatedManual forwarding