AI Email Automation

Live Requires Basic plan or higher · Agent role

Draft professional emails from context and key points.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Email purpose (required) — text field in the workspace
• Tone (required) — text field in the workspace
• Recipient / context (required) — text field in the workspace
• Key points to include (required) — text field in the workspace

Primary action button: Generate email

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Basic apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select AI Email Automation under EZ Utility Apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Set Email purpose — Choose or enter Email purpose so the draft matches your scenario.
4. Set Tone — Choose or enter Tone so the draft matches your scenario.
5. Set Recipient / context — Choose or enter Recipient / context so the draft matches your scenario.
6. Set Key points to include — Choose or enter Key points to include so the draft matches your scenario.
7. Generate the email — Click Generate email. Edit subject and body before sending externally.
8. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Email purpose

Schedule onboarding call

e.g. Welcome email, payment reminder, meeting request.

Tone

friendly

professional · friendly · formal · concise

Recipient / context

New tenant admin at Acme Dental — first login completed today

Role, company, and why they are receiving this email.

Key points to include

Welcome to the platform
Book a 30-minute setup call
Link to getting-started guide

Bullets the body must cover; one idea per line.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Welcome email after first login with setup call link.
• Payment reminder — polite, include amount and due date you verify.
• Meeting request with two time options next week.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (email)

• Subject line ready to edit
• Body with greeting, bullets from key points, and sign-off
• Tone matches your selection (friendly / professional / etc.)

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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