Getting Started

Create Your First Workflow

This guide walks you through building a complete, real-world workflow: automatically classifying and routing inbound support emails with AI.

What We'll Build

When a new email arrives → AI classifies the topic → Route to the right team → Log to a spreadsheet

1. Set Up the Email Trigger

  1. Open the Canvas and add an Email (IMAP) trigger node
  2. Click Add Credential → select Email (IMAP)
  3. Enter your mailbox details and click Save
  4. Set Check Every to 1 minute
  5. Set Folder to INBOX

2. Add an AI Classification Node

  1. Connect a new node from the trigger
  2. Search for AI Agent → select LLM: Classify Text
  3. In the System Prompt field, enter:
You are a support ticket classifier for riogentix.
Given the email subject and body, respond with ONLY one of these categories:
BILLING, TECHNICAL, FEATURE_REQUEST, ACCOUNT, OTHER
  1. Map the Input field to {{ $json.subject }} - {{ $json.text }}
  2. Set Output Key to category

3. Add a Switch Node for Routing

  1. Connect a Switch node after the AI node
  2. Add routing rules:

- category == "BILLING" → output 1 - category == "TECHNICAL" → output 2 - category == "FEATURE_REQUEST" → output 3 - Default → output 4

4. Connect Team Channels

For each output, add a Slack or Microsoft Teams node:

5. Log Everything to Google Sheets

  1. Connect all outputs to a Merge node
  2. Add a Google Sheets node after the merge
  3. Map columns: Date, From, Subject, Category, Slack Channel

6. Test and Activate

  1. Send a test email to your monitored inbox
  2. Click Test Workflow — watch each node light up green
  3. Verify the Slack message and spreadsheet row
  4. Click Save → toggle Active

Your AI-powered email router is live!

What's Next