IT OPS
Auto-classify shared-mailbox email and route to ClickUp queues by intent
Watches an Outlook shared mailbox, classifies each new email by intent with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in Outlook shared mailboxOutlook
- ActionClassify intent and summarize with OpenAIOpenAI
- LogicMap intent label to ClickUp List
- ActionCreate task in matching ClickUp queueClickUp
What it does
Every email that hits a shared support mailbox gets read, classified into one of your defined intents (access request, incident, billing, hardware, general question), and turned into a ClickUp task in the queue that owns that intent. No more humans triaging the inbox by hand.
When to use it
Use it when a shared Outlook mailbox (it-help@, ops@) is your front door and tickets pile up unsorted. Ideal for IT and ops teams that already run their work in ClickUp Lists and want intake auto-sorted the moment mail arrives.
How it works
- 1A new message arrives in the watched Outlook shared mailbox and fires the trigger.
- 2The body and subject are sent to OpenAI, which returns a single intent label plus a one-line summary.
- 3A logic step maps the label to the correct ClickUp List ID (one List per queue).
- 4A ClickUp task is created in that List with the sender, summary, and a link back to the original message.
- 5The task ID and queue are written back as a reply-tracking note so the next step can find it.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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