AI Email Analysis
Lutra enables seamless Gmail parsing and analysis, helping teams extract key information from Gmail emails and organize it into Google spreadsheets or databases. This process saves hours of manual work and ensures accuracy and consistency in data extraction.
Capabilities
AI Content Extraction: Leverage Lutra's AI-powered capabilities to extract specific, nuanced information from emails, similar to its web content extraction features. This includes identifying patterns, extracting nested or contextual data, and tailoring outputs to fit custom needs.
Email Content Extraction: Extract specific fields such as sender, recipient, subject, and timestamp.
Attachment Handling: Automatically extract data from attachments like invoices, receipts, or reports and integrate it into the workflow.
Common Use Cases
Customer Support: Extract and log customer inquiries and complaints into tracking systems or spreadsheets for analysis.
Sales Teams: Capture lead information from incoming emails and populate CRM systems or spreadsheets.
Operations: Extract shipping or order details from vendor emails and reconcile with inventory management tools.
Finance: Parse invoices and payment confirmations for reconciliation and reporting.
AI Data Processing
Lutra’s AI-driven processing ensures extracted data is cleaned, structured, and optimized for your use case. It supports automated transformations, such as summarizing content, categorizing metadata, or aligning formats with downstream systems.
How to use Lutra
Lutra will automatically ask for account permissions when it needs to connect to them, you do not need to configure the integrations beforehand. To see what accounts have been connected to Lutra, you can visit the integrations page.
Start a new Chat with Lutra, and ask it to retrieve emails in your Gmail, for example, you can ask it to:
"Retrieve the last 3 emails in my Gmail inbox"
"Retrieve the last 3 emails sent to [email protected]"
Ask Lutra to perform analysis on the emails, for example:
"Extract action items from the emails, together with any due dates"
Export the data into a Google sheet or other resources for example:
"Save the data you extracted into a new Google sheet"
"Send me an email with a summary of the data you extracted."
"Send the #general channel a message with the data extracted"
Save the process as a playbook to scale and automate it.
Click on the Create a Playbook button to make a playbook.
Ask Lutra to scale up the process on many more emails, or schedule the playbook to automate it.
Tips for best results
Start Small: It’s always a good idea to test Lutra on a small number of examples before scaling up. Start with a limited dataset or a few emails to ensure the process runs smoothly.
Provide Feedback: Lutra uses AI to adapt and improve based on your feedback. If the initial results don’t meet your expectations, let Lutra know. It can fine-tune its approach, improving both the data it extracts and how it structures the output.
Provide feedback directly, for example:
"You missed the data X, Y, Z, please try again."
"Please extract the field ABC-1 with the numbers behind, update the AI extractor to do so."
Scale and Automate: Once you’re happy with the results, you can scale up the process by asking Lutra to create playbooks to run on many more emails.
Review Details: You can review the execution logs to see all the details of how Lutra performs tasks. Click on the log entries in the Chat view to expand them to see details.