AI Email Automation
Step-by-step guide for team members using AI Email Automation on EZ4YouTech.com.
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
- Open the app: In the workspace sidebar, select AI Email Automation under Everyday common utility tools.
- Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
- Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
- Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
- 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.
- Generate the email: Click Generate email. The workspace opens the Draft tab with subject and body.
- Draft tab: review and refine: Edit subject/body, add revision notes, then Regenerate draft or Start over: new email.
- 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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