First Workflow

In this guide, you will build your first custom workflow in Fynite using AI Agents.

This workflow will:

• Trigger when a new email arrives in Outlook

• Analyze the email content using an AI agent

• Generate a response

• Automatically send a reply back to the email thread

By the end of this guide, you will have a fully automated email response system.

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Prerequisites

Before starting, ensure that:

• You have completed the Quick Start Guide

• You have connected your email system (e.g., Outlook) via Connections

• You have access to the AI Agent module

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View Guided Demo

You can view a walkthrough of this workflow here:

Step 1: Navigate to AI Agents

1. Go to AI Agent from the main navigation

2. Select Create New Agent

This will open the workflow builder interface.

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Step 2: Define the Trigger (Email)

Start by defining when the workflow should run.

1. Add a Trigger Node

2. Select: Email Received (Outlook)

3. Configure:

   • Connected Outlook account

   • Inbox or folder to monitor

This ensures the workflow is triggered whenever a new email arrives.

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Step 3: Add AI Agent Logic

Next, define how the system should interpret and respond to the email.

1. Add an AI Agent Node

2. Connect it to the trigger node

3. Configure:

   • Input: Email content (subject + body)

   • Instructions (system prompt), for example:

     • Classify the intent of the email

     • Generate an appropriate response

     • Keep tone professional and concise

The AI agent will analyze incoming emails and determine the correct response.

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Step 4: Prepare the Response

1. Define how the response should be structured

2. Map the AI agent output to the response body

You can customize:

• Tone

• Format

• Additional context

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Step 5: Add Email Response Action

1. Add an Outlook Action Node

2. Select: Send Email Reply

3. Configure:

   • Recipient: Original sender

   • Thread ID: Use the incoming email thread

   • Message body: AI-generated response

This ensures replies are sent within the same email conversation.

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Step 6: Connect the Workflow

Ensure your workflow follows this structure:

Trigger (Email Received) → AI Agent (Analyze and Generate Response) → Outlook Action (Send Reply)

Save the workflow once all nodes are connected.

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Step 7: Test the Workflow

1. Send a test email to the connected Outlook inbox

2. Wait for the workflow to trigger

3. Verify:

   • The AI agent processes the email

   • A response is generated

   • A reply is sent automatically

You should see a response appear in the same email thread.

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Step 8: Validate the Outcome

Confirm that:

• The trigger activates correctly

• The AI response is accurate and relevant

• The email reply is delivered successfully

If needed, refine:

• AI agent instructions

• Response format

• Trigger conditions

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What You Have Achieved

You have successfully:

• Created a trigger-based workflow

• Used AI to interpret incoming data

• Automated decision-making

• Executed an action based on AI output

This represents a complete end-to-end automation workflow in Fynite.

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Next Steps

• Enhance workflows with additional conditions and branching

• Connect multiple data sources

• Build more advanced AI agents

• Explore API-based automation