How to use AI to automatically extract data from emails

This presentation showcases an AI automation workflow created by Yohei from Untapped Capital, using Zapier's integration with OpenAI, to automate the process of extracting data from emails received at their firm. The workflow strips out forwarding headers, extracts structured data using ChatGPT, checks and verifies the extracted data, maps it to Airtable, and creates a deal record in their CRM. The automation uses variables, descriptions, and optional choices to customize the extraction process. The presentation highlights the benefits of AI-based email automation, including efficiency and accuracy, and showcases other similar workflows used by Untapped Capital.

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