Gmail → Clientify Email Triage w/ OpenAI & Slack Alerts

Gmail → Clientify Email Triage with OpenAI & Slack Alerts

Turn every new Gmail message into actionable CRM signals. This n8n workflow automatically polls your inbox, uses OpenAI (GPT-4o-mini) to classify and summarize each email, logs the triage into Clientify, and escalates high-urgency items and complaints to Slack.

What this workflow does

• Monitors Gmail every minute for new incoming emails using the Gmail Trigger.
• Extracts sender, subject, and body, then ignores emails that are internal to your own domain, come from no-reply addresses, or look like newsletter-style messages.
• Matches the sender to a Clientify contact by searching contacts using the sender’s email address. If there’s no exact email match, the workflow stops.
• Runs OpenAI triage on the email content plus the contact context to produce structured output: category, urgency, sentiment, a two-sentence summary, whether a reply is needed, and a suggested action.
• Logs results in Clientify by adding the triage details as a note on the matching contact’s timeline.
• Escalates when it matters: if urgency is high or the category is a complaint, it creates a Clientify task due today and posts the summary + suggested action to your chosen Slack channel.

Use cases

• Support teams who want instant prioritization of high-urgency emails and complaint handling.
• SaaS operators keeping Clientify notes and tasks up to date without manual triage.
• CRM-driven teams using Slack alerts to route critical customer messages to the right workflow.

Technical details

• n8n nodes include Gmail Trigger, Clientify (community node: n8n-nodes-clientify), OpenAI with gpt-4o-mini, Slack, and logic/support nodes such as if, code, sticky note, and n8n-nodes-langchainagent.
• Requires: Clientify API credential, Gmail OAuth2 credentials, OpenAI credentials, and Slack credentials (set a target channel like #crm-alerts).
• Includes filtering via an ownDomains list to avoid internal email noise.