Exercise - Create a flow to route Helpdesk requests to different mailboxes based on language

  • 10 minutes

In this exercise, a flow template is used to connect to a preconfigured Language Detection model to summarize incoming emails and send you a summary message in Teams

Important

This unit uses a GPT to summarize incoming emails. AI detection information can be inaccurate. Always make sure to verify the information from the GPT.

Prerequisites

  • Power Automate license

Exercise

  1. Sign in to Power Automate using your organizational account.

  2. Type Summarize emails using GPT in the search box at the top and select the flow when it appears.

    Screenshot of selected Summarize Emails using GPT.

  3. Next, the template shows you which connections will be used in this flow. If they don't have a green check mark next to them, fix the connection and then select Continue.

    Screenshot of all connections entered correctly.

  4. Select the trigger, When a new email arrives (V3). The properties panel will open from the left with a note to update the Subject Filter parameter. Currently, the Subject filter is AI Builder.

  5. Update the subject filter to Project Kickoff.

    Screenshot of a note to update the Subject Filter parameter.

  6. Select the Create text with a GPT using a prompt action for the properties panel to open on the left. In the properties panel, the Prompt field shows AI Summarize.

  7. Select Test prompt to open the Prompt settings.

    Screenshot of selecting Test Prompt.

    The template has a predefined prompt that the GPT will use, but you can update and test a new prompt in this window.

    To test a prompt, enter sample data in the Input section. Then select Test prompt at the bottom of the Prompt response section. If you wanted to save your custom prompt, you would select Save custom prompt.

    Screenshot of Prompt Settings.

    For this exercise, we'll leave everything as it was when we opened the Prompt Settings.

    Note

    Since we didn't actually change the prompt the save custom prompt button is greyed out in the image above.

  8. Save the flow in the top right hand corner. Now we can run the flow.

  9. Send an email to the trigger's email address with the subject Project Kickoff and the following in the body of the email:

    Dear Team,

I hope this email finds you well. We are excited to announce the kickoff of our new project, "Phoenix". The initial meeting is scheduled for Monday, June 1st, at 10 AM via Zoom. Please come prepared with any questions or suggestions. Your input is vital for the project's success.

Kindly confirm your attendance by the end of the day tomorrow. Looking forward to a productive session and a successful project launch.

Best regards,
Miriam Graham
Project Manager
Contoso

You'll receive a message in Teams with a summary of the email. In the bottom right hand corner, you can find a link to go to your flow.

Screenshot of the summary Teams message from AI builder.

Important

This unit uses a GPT to summarize incoming emails. AI detection information can be inaccurate. Always make sure to verify the information from the GPT.