Automating E-mail Responses Utilizing CrewAI

Yet one more vacation season has arrived. It’s certainly probably the most fantastic time of the yr. It’s additionally that point of the yr when working professionals set the identical outdated out-of-office reply to each e mail they get. Effectively, the issue with automating e mail responses this fashion is that it provides the identical flavourless replies to all of the emails – each related and irrelevant ones. That is when even adults begin wishing Santa would present them an e mail workflow optimisation resolution or an AI e mail assistant that provides sensible replies. Effectively, this yr, Santa has come dressed as CrewAI! On this weblog, we’ll find out about automating e mail responses by constructing an agentic AI system with CrewAI to answer to your out-of-office emails well and guarantee sensible e mail administration.

Understanding the Context

First, let’s attempt to perceive the context of our drawback assertion.

This screenshot captures the essence of the issue. When you look carefully, one can find emails the place my direct intervention is required, after which one can find emails with subscribed newsletters and calendar notifications that don’t require any reply.

The prevailing ‘Trip Responder’ responds to all of the messages with no functionality to alter the identify of the recipient or the contents of the mail primarily based on who it’s responding to. Additionally, it responds to irrelevant emails, which embrace newsletters, verification code emails, OTP emails, and so forth.

That is the place the CrewAI framework involves the rescue for e mail response administration. With CrewAI, you may shortly construct an e mail responder agent system, with some easy coding. Relieved? So, let’s construct an agentic AI system for automating e mail responses with CrewAI and convey a layer of optimisation to your e mail workflow.

Additionally Learn: Automating E-mail Sorting and Labelling with CrewAI

Google Authentication

Earlier than we bounce to the code for automating e mail responses in Gmail, you might want to allow the Gmail API and generate the OAuth 2.0 credentials. This may give your e mail responder agentic system entry to your emails. Right here’s how you can get this executed.

Step 1: Create a New Mission in Google Cloud

Go to the Google Cloud console and log in along with your e mail tackle. First-time customers might want to create an account.

Then choose “New Mission” within the dropdown, give it a reputation, and click on Create. This venture may have the required API-related configurations. Whereas including the brand new venture, select your organisation identify as the placement, as now we have chosen analyticsvidhya.com.

Step 2: Allow Gmail API

Click on the Navigation Menu from the console’s Dashboard and head to Discover and Allow APIs below the Getting Began part.

On the left-hand facet of the display, choose Library, and seek for “Gmail API”. Allow it for the venture you created.

Step 3: Set Up OAuth 2.0 Credentials

Subsequent, arrange the OAuth consent display below APIs & Providers. Then click on Configure Consent Display.

Select the sort (e.g., Exterior for apps utilized by anybody). We are going to selected Inside since we’re utilizing it for our personal e mail ID. Then click on Create.

Then, identify your app and add the Consumer help e mail and Developer contact data. Right here’s the place you need to add your work e mail ID. As soon as executed, click on on SAVE AND CONTINUE on the backside of the display.

Now, we have to outline the scopes within the consent display setup. Scopes, within the context of Google Console, dictate what the API can entry. For email-related duties, you’ll want the next: ‘https://www.googleapis.com/auth/gmail.modify‘. This scope will enable the e-mail responder system to ship and modify emails in your Gmail account. Click on on ADD OR REMOVE SCOPES after which choose the scope talked about above.

Then click on on Replace. You may see that the scope has been added. Press SAVE AND CONTINUE.

Now undergo the abstract, after which click on BACK TO DASHBOARD.

Step 4: Create Credentials

Now select Credentials below APIs & Providers and click on CREATE CREDENTIALS.

Then choose OAuth consumer ID.

For native growth, we are going to select the Desktop App choice, after which press CREATE.

Step 5: Obtain the Credential.json

Now obtain the JSON file and reserve it regionally at your most popular location.

And that concludes our use of Google Search Console.

To allow CrewAI brokers to carry out net searches and data retrieval from the web, it should want the API to the SerperDev Device. The SerperDev Device is a Python utility that interfaces with the Serper API, an economical and fast Google Search API. It permits builders to programmatically retrieve and course of Google Search outcomes, together with reply packing containers, information graphs, and natural listings.

Let’s undergo the steps to get the API.

• Go to serper.dev and click on on Join.
• Create your account and login. You will notice the Dashboard when you login.

• On the left of the display, click on on API Key.

Now, let’s bounce to the Python code and construct our AI e mail assistant for automated e mail responses.

Python Code for Automating E-mail Responses

Step 1: Import Needed Libraries

We are going to start by importing the related libraries to construct an agentic system for automating e mail responses.

# Importing obligatory libraries
import os  # Offers capabilities to work together with the working system
# Importing modules from the CrewAI framework
# CrewAI is a framework for managing brokers, duties, processes, and instruments.
from crewai import Agent, Process, Crew, Course of  # Handle brokers, duties, and processes
from crewai_tools import SerperDevTool  # Device from CrewAI for connecting to Google search
# Importing modules for Google OAuth2 authentication and API interplay
from google.auth.transport.requests import Request  # To deal with token refresh requests
from google.oauth2.credentials import Credentials  # To handle OAuth2 credentials
from google_auth_oauthlib.stream import InstalledAppFlow  # To deal with OAuth2 login flows
from googleapiclient.discovery import construct  # To create service objects for Google APIs
# Importing modules for e mail creation
import base64  # To encode e mail messages in base64
from e mail.mime.textual content import MIMEText  # To create MIME-compliant e mail messages

Step 2: Set Scopes

Now, let’s set the SCOPES variable that defines permissions for the Gmail API. ‘gmail_modify’ permits studying, sending, and modifying emails, excluding everlasting deletion, making certain restricted entry.

# Gmail API setup
SCOPES = ['https://www.googleapis.com/auth/gmail.modify']

Subsequent, we create the get_gmail_service perform that authenticates and connects to the Gmail API. It checks for saved credentials in token.json, refreshing them if expired. If unavailable, it initiates a brand new login stream utilizing credentials.json. It saves legitimate credentials for reuse, and returns a Gmail API service object for e mail operations.

# Operate to authenticate and join gmail API

def get_gmail_service():

    creds = None

    if os.path.exists('token.json'):

        creds = Credentials.from_authorized_user_file('token.json', SCOPES)

    if not creds or not creds.legitimate:

        if creds and creds.expired and creds.refresh_token:

            creds.refresh(Request())

        else:

            stream = InstalledAppFlow.from_client_secrets_file('credentials.json', SCOPES)

            creds = stream.run_local_server(port=0)

        with open('token.json', 'w') as token:

            token.write(creds.to_json())

    return construct('gmail', 'v1', credentials=creds)

Step 3: Set Up E-mail Retrieval

Then, we create the get_unread_emails perform to retrieve unread emails from the Gmail inbox. It makes use of the Gmail API service object to checklist messages with the labels ‘INBOX’ and ‘UNREAD’. The outcomes are executed as a question, and the perform returns a listing of messages or an empty checklist if none exist.

# Operate to retrieve unread emails

def get_unread_emails(service):

    outcomes = service.customers().messages().checklist(userId='me', labelIds=['INBOX', 'UNREAD']).execute()

    return outcomes.get('messages', [])

Subsequent, we create the get_email_content perform to retrieve and parse e mail particulars from Gmail utilizing the message ID. It fetches the complete e mail, extracts the topic and sender from headers, and decodes the physique. It helps multi-part emails (extracting plain textual content) and single-part emails by decoding the Base64-encoded content material. The perform returns a dictionary containing the e-mail’s topic, sender, and physique, making certain complete dealing with of various e mail codecs.

def get_email_content(service, msg_id):

    message = service.customers().messages().get(userId='me', id=msg_id, format="full").execute()

    payload = message['payload']

    headers = payload['headers']

    topic = subsequent(header['value'] for header in headers if header['name'] == 'Topic')

    sender = subsequent(header['value'] for header in headers if header['name'] == 'From')

    physique = ''

    if 'components' in payload:

        for half in payload['parts']:

            if half['mimeType'] == 'textual content/plain':

                physique = base64.urlsafe_b64decode(half['body']['data']).decode('utf-8')

                break

    else:

        physique = base64.urlsafe_b64decode(payload['body']['data']).decode('utf-8')

    return {'topic': topic, 'sender': sender, 'physique': physique}

Step 4: Set Up E-mail Filters

Now, we come to crucial piece of code. The half that helps us filter out irrelevant emails primarily based on sure key phrases within the physique of the mail or the sender. For me, I don’t need my agentic system to reply to emails that are- “subscribed newsletters”, “advertising emails”, “automated stories”, “calendar notifications”, “verification code emails”, “OTP emails”, “HRMS”, “emails containing the phrases like ‘don’t reply’, ‘no-reply’, ‘accepted your invitation’, ‘rejected your invitation’, and so forth.”

So, we are going to create the filter_emails perform that identifies emails to disregard primarily based on predefined standards. It makes use of two lists: ignore_keywords for phrases like “e-newsletter,” “OTP,” or “advertising” that point out irrelevant content material, and ignore_senders for sender patterns like “noreply” or “calendar-notification.” The perform checks if the sender matches any ignored patterns or if the topic or physique incorporates any ignored key phrases. It converts textual content(sender’s e mail id + physique of the e-mail) to lowercase for constant, case-insensitive comparisons. If an e mail matches any standards, the perform returns True to filter it out; in any other case, it returns False.

# Operate to filter out emails

def filter_emails(email_content, sender, topic):

    ignore_keywords = [

        "newsletter", "marketing", "automated report", "calendar notifications", "verification code", "otp", "Join with Google Meet",

        "HRMS", "do not reply", "no-reply", "accepted your invitation", "rejected your invitation", "Accepted:"

    ]

    ignore_senders = [

        "[email protected]", "calendar-notification", "noreply", "no-reply", "calendar-server.bounces.google.com"

    ]

    # Test sender

    if any(ignore in sender.decrease() for ignore in ignore_senders):

        return True

    # Test topic and physique for key phrases

    if any(key phrase in topic.decrease() or key phrase in email_content.decrease() for key phrase in ignore_keywords):

        return True

    return False

Step 5: Create the Ship Reply Operate

Subsequent, we create the send_reply perform that replies to an e mail utilizing the Gmail API. To keep up the context of the dialog, we are going to create a message with the required recipient (to), physique, and thread ID. The message is Base64-encoded and despatched by way of the API. This perform ensures replies are linked to the unique thread for seamless communication.

def send_reply(service, to, topic, physique, thread_id):

    message = MIMEText(physique)

    message['to'] = to

    raw_message = base64.urlsafe_b64encode(message.as_bytes()).decode('utf-8')

    return service.customers().messages().ship(

        userId='me',

        physique={'uncooked': raw_message, 'threadId': thread_id}

    ).execute()

Step 6: Construct the AI Brokers

Now, we are going to construct the three brokers required to execute the duty: the email_analyzer, response_drafter, and proofreader brokers. I’ve added the related prompts to every agent as per my desire. I like to recommend you undergo the backstory and purpose accordingly.

# Outline brokers

email_analyzer = Agent(

    position="E-mail Analyzer",

    purpose="Analyze incoming emails and decide applicable responses to related emails",

    backstory="You are an knowledgeable at understanding e mail content material and context. "

              "With this understanding, you establish whether or not to answer to a selected e mail or not. "

              "It's worthwhile to ignore emails which are newsletters, advertising emails, Google doc feedback, google doc notifications,"

              "calendar notifications, HRMS mails, automated stories, and so forth.",    

    verbose=True,

    instruments=[SerperDevTool()],

    allow_delegation=False

)

response_drafter = Agent(

    position="Response Drafter",

    purpose="Draft applicable responses to emails",

    backstory="You are expert at crafting skilled and contextually applicable e mail responses."

              "Don't Generate responses to emails which are unread newsletters, advertising emails,"

              "googl doc feedback(from: [email protected]), calendar notifications, HRMS mails, automated stories, and so forth."

              "Make the responses crisp. Guarantee it's identified to people who the I'm celebrating the Holidays and can be capable of ship any required paperwork as soon as I'm be a part of again on third January 2025."

              "YOUR NAME is my identify and that is the identify for use within the sign-off for every mail you generate response for."

              "Within the salutation use the recipient's identify after 'Hello'",

    verbose=True

)

proofreader = Agent(

    position="Proofreader",

    purpose="Guarantee e mail responses are error-free and polished",

    backstory="You will have a eager eye for element and wonderful grammar expertise. Make sure the response is crisp and to the purpose"

              "Additionally discard e mail replies generated for emails which are newsletters, advertising emails, googl doc feedback, calendar notifications, HRMS mails, automated stories, and so forth.",

    verbose=True

)

Now we are going to outline three totally different duties for the three brokers now we have created. The outline will replicate the instructions written within the backstory of their respective brokers.

# Outline activity for email_analyzer agent

def analyze_email(email_content):

    return Process(

        description=f"Analyze the content material and context of the next e mail:nn{email_content}n"

                    f"Decide if this e mail requires a response. Ignore newsletters, advertising emails, "

                    f"Google doc feedback (from: [email protected]), Google doc notifications, calendar invitations, "

                    f"HRMS mails, automated stories, and so forth.",

        expected_output="An in depth evaluation of the e-mail content material and context, together with whether or not it requires a response",

        agent=email_analyzer

    )

# Outline activity for response_drafter agent

def draft_response(evaluation):

    return Process(

        description=(

            f"Draft knowledgeable and contextually applicable response to the next e mail evaluation:nn{evaluation}nn"

            f"Make sure the response is crisp and interesting. Keep away from producing e mail responses for newsletters, advertising emails, "

            f"Google doc feedback (from: [email protected]), Google doc notifications, "

            f"calendar invitations, HRMS mails, and automatic stories. "

            f"Moreover, embrace a notice indicating that the sender is celebrating the vacations and can be capable of present "

            f"any required paperwork or help after returning."

            f"YOUR NAME is the identify of the sender and this needs to be utilized in sign-off for every mail you generate response for."

            f"Within the salutation use the recipient's identify after 'Hello'"

        ),

        expected_output="A well-crafted e mail response primarily based on the evaluation",

        agent=response_drafter

    )

# Outline activity for proofreader agent

def proofread_response(draft):

    return Process(

        description=f"Evaluation and refine the next drafted e mail response:nn{draft}",

        expected_output="A sophisticated, error-free e mail response",

        agent=proofreader

    )

Step 7: Add the Course of E-mail Operate

Subsequent, we create the process_email perform to course of an e mail by first making use of filter_emails to disregard irrelevant messages. If the e-mail passes the filter, a crew occasion manages the sequential execution of duties: analyzing the e-mail, drafting a response, and proofreading it. The result’s evaluated to examine if a response is required. If not, it returns None; in any other case, it returns the processed output. This perform automates e mail dealing with effectively with clear decision-making at every step.

# Process_email to incorporate filtering logic

def process_email(email_content, sender, topic):

    if filter_emails(email_content, sender, topic):

        print(f"Filtered out e mail from: {sender}")

        return None

    crew = Crew(

        brokers=[email_analyzer, response_drafter, proofreader],

        duties=[

            analyze_email(email_content),

            draft_response(""),

            proofread_response("")

        ],

        course of=Course of.sequential,

        verbose=True

    )

    outcome = crew.kickoff()

    # Test if the result's a CrewOutput object

    if hasattr(outcome, 'outcome'):

        final_output = outcome.outcome

    else:

        final_output = str(outcome)

    # Now examine if a response is required

    if "requires response: false" in final_output.decrease():

        return None

    return final_output

Step 8: Create the Ship Reply Operate

And now we come to our last perform for this code. We are going to create the run_email_replier perform which automates e mail administration for CrewAI brokers. It fetches unread emails, analyzes their content material, and responds if wanted. It does this by retrieving detailed e mail data (physique, sender, topic), processing it with process_email to filter irrelevant messages, and figuring out if a response is required. In that case, it sends a reply whereas sustaining the e-mail thread; in any other case, it skips the e-mail. This streamlined course of effectively handles e mail triage, making certain solely related emails obtain consideration and automating responses the place obligatory.

# Run_email_replier to cross sender and topic to process_email

def run_email_replier():

    service = get_gmail_service()

    unread_emails = get_unread_emails(service)

    for e mail in unread_emails:

        email_content = get_email_content(service, e mail['id'])

        response = process_email(email_content['body'], email_content['sender'], email_content['subject'])

        if response:

            send_reply(service, email_content['sender'], email_content['subject'], response, e mail['threadId'])

            print(f"Replied to e mail: {email_content['subject']}")

        else:

            print(f"Skipped e mail: {email_content['subject']}")

Step 9: Set the Setting Variables for API Keys

Lastly, we set the atmosphere variables for API keys (OPENAI_API_KEY, SERPER_API_KEY that you just saved) required for e mail processing. It executes the run_email_replier perform to automate e mail administration utilizing CrewAI brokers, together with analyzing, filtering, and replying to unread emails. The if __name__ == “__main__”: block ensures the method runs solely when executed instantly.

# units atmosphere variables 
if __name__ == "__main__":

    # Arrange atmosphere variables

    os.environ['OPENAI_API_KEY'] = 'Your API Key'

    os.environ['SERPER_API_KEY'] = 'Your API Key'

    # Run the e-mail replier

    run_email_replier()

And that’s our e mail response administration agent in full motion!

Let’s take a look on the emails. As you may see, for emails the place my direct intervention was required, it has generated a custom-made e mail as per the context.

And for emails reminiscent of newsletters and notifications from HRMs, the place replies will not be required, it has not given any reply.

And there you could have it! A completely purposeful autonomous agentic system for automating e mail responses for out-of-office replies This manner you should utilize AI brokers for e mail workflow optimization. If you’re happy with the responses you may arrange a activity scheduler to robotically run this code at particular instances throughout the day. When the code is run it should robotically reply to the related unread emails.

Additionally Learn: Construct LLM Brokers on the Fly With out Code With CrewAI

Conclusion

Automating e mail responses with Brokers(Crew AI, Langchain, AutoGen) can remodel how we handle replies to out-of-office emails. Furthermore, organising such a system provides a glimpse right into a extra hopeful future for office effectivity. As AI continues to evolve, instruments like CrewAI will empower us to take care of seamless communication with out compromise, paving the way in which for a future the place expertise enhances each productiveness and private well-being. The chances are vibrant, and the long run is promising!

Regularly Requested Questions

My identify is Abhiraj. I’m at the moment a supervisor for the Instruction Design crew at Analytics Vidhya. My pursuits embrace badminton, voracious studying, and assembly new individuals. Each day I really like studying new issues and spreading my information.