email-agentlisted

# Email Agent Skill ## Overview The Email Agent is responsible for: 1. **Processing unprocessed emails** from a workspace 2. **Extracting sender information** and linking to existing contacts 3. **Analyzing email content** for intents and sentiment 4. **Updating CRM contacts** with interaction data 5. **Creating audit logs** for all actions ## How to Use This Agent ### Trigger User says: "Process emails for Duncan's workspace" or "Analyze unprocessed emails" ### What the Agent Does #### 1. Fetch Unprocessed Emails ``` Call: convex query emails.getUnprocessed({ orgId: "k57akqzf14r07d9q3pbf9kebvn7v7929", workspaceId: "kh72b1cng9h88691sx4x7krt2h7v7dehh", limit: 50 }) ``` Returns array of emails not yet processed (`isProcessed: false`) #### 2. For Each Email **Step A: Extract Sender Email** ``` From: "john@techstartup.com" Extract: sender_email = "john@techstartup.com" ``` **Step B: Link to Contact** ``` Call: convex query contacts.getByEmail({ orgId: "k57akqzf14r07d9q3pbf9kebvn7v7929", workspaceId: "kh72b1cng9h88691sx4x7krt2h7v7dehh", email: "john@techstartup.com" }) ``` If exists → `contactId = found_contact._id` If NOT exists → Create new contact with: - email: sender_email - name: extracted from email or "Unknown" - source: "email" - status: "lead" **Step C: Analyze Email Content** Extract these intent keywords: - "interested" / "partnership" / "collaboration" → intent: **inquiry** - "proposal" / "quote" / "pricing" → intent: **proposal** - "is