AI Email Automation

Live Basic plan or higher · Team member

Draft professional emails from context and key points.

Workspace fields

These labels match the live EZ4YouTech.com 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

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Basic apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select AI Email Automation under Everyday common utility tools.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Compose tab: set context: Open Compose. Set Email purpose, Tone, Recipient / context, and Key points to include. Click Use sample inputs for a demo walkthrough.
6. Generate the email: Click Generate email. The workspace opens the Draft tab with subject and body.
7. Draft tab: review and refine: Edit subject/body, add revision notes, then Regenerate draft or Start over: new email.
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 inputs 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 your plan or confirm AI account setup.

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