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How to Use AI in the Inbox

Use AI in the inbox to speed up replies.

In this guide, we will explore how Aptly's AI feature can optimize email content creation and management, offering practical insights and strategies to enhance communication effectiveness in professional settings. Whether you're seeking to streamline your inbox, improve response rates, or elevate the quality of your email interactions, Aptly AI has the potential to be a valuable ally in achieving these goals.

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AI generation is available with all Premium Aptly Subscriptions. To upgrade, navigate to your Aptly profile, scroll to manage subscription at the bottom left of the screen, and select upgrade.
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In this article, you will learn how to:

  1. Use AI to summarize an email thread
  1. Use AI to generate a reply to an email

How to Use AI to Summarize an Email Thread

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  1. Click the AI icon in the top right of the conversation.
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  1. Select what you would like the AI function to do, from the options available:
    1. Short

      Provides a short summary of the entire selected message thread.

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      Detailed

      Provides a more detailed summary of the selected message thread.

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      Action Points

      Provides a list of all items requiring action within the selected email thread.

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  1. Click Generate Summary.
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Regenerating summaries will replace the original summary.

How to Use AI to Generate a Reply to an Email

Determine what you want your email to convey.

You can select one of three options:

Interested

Provides a response that reflects an interest in moving the conversation to the appropriate next step.

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Not interested

Provides a response that does not reflect interest in moving forward and concludes the conversation.

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User Prompt

This allows you to generate a fully detailed and more personalized response, based on the prompt you provide.

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Best Practices for User Prompts

  1. Provide Context:
      • Include the content of the original email or summarize its key points.
      • Mention the relationship with the sender (e.g., colleague, client, friend).
      • State the purpose of the email (e.g., responding to a question, providing information, declining an invitation).
  1. Specify the Desired Tone:
      • Indicate the tone you want the reply to have (e.g., formal, casual, friendly, professional).
      • If there are specific phrases or language to avoid or include, mention them.
  1. State Clear Objectives:
      • Clearly outline what you want the reply to achieve (e.g., confirm a meeting, provide information, ask for clarification).
      • Include any specific points or information that should be addressed in the response.
  1. Include Necessary Details:
      • Provide any relevant information or attachments that should be referenced in the reply.
      • Mention any deadlines or timelines that should be noted.
  1. Ask for Specifics:
      • If there are specific elements you want included (e.g., questions, acknowledgments, gratitude), be clear about them.

Generating a Reply

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  1. On the conversation, click reply.
  1. Click Generate with AI.
  1. Select a prompt style. If you select user prompt, type in the details to guide AI in how you would like to respond.
  1. Click Generate.
  1. After generating your prompt, you may edit as necessary. Your email is ready to send!
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Clicking generate will create a new response, based on the current prompt entered. You can always adjust the prompt until you are pleased with the generated response.

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