Omar AI

Service 03

AI Email & Workflow Automation

Your inbox is where the day disappears. This is the build that gives it back — an agent that reads, filters, retrieves context, and drafts, so your team reviews instead of composes.

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Who this is for

Firms where a handful of people handle a high volume of client, court, and counsel email, and where most replies are variations on the same twenty answers.

n8nMicrosoft GraphOutlookClioGPT-4oClaude
Live workflowrunning 24/7
Inbox
AI agent
Draft
The problem

  • Every routine reply costs a context switch: open the mail, find the matter, remember where it stands, write, re-read, send.

  • Volume means the important mail queues behind the trivial, and response time becomes the thing clients notice most.

  • The knowledge of how your firm answers lives in people's heads, so quality moves with whoever is on the inbox that day.

How it's built

Five stages, and a human at the end.

Each stage is something you can watch run. Nothing here is a black box you're asked to take on faith.

  1. Connect

    Your mail (Microsoft Graph / Outlook or Gmail) and your matter system (Clio or equivalent) are wired into an n8n workflow running on your own accounts and keys.

  2. Filter

    Irrelevant mail — notifications, vendors, list traffic — is classified out before it ever reaches the drafting queue, so the agent only spends attention where attention pays.

  3. Retrieve

    For anything that survives the filter, the matter context is pulled automatically: who the client is, what the matter is, where it stands, what was last said.

  4. Draft

    A reply is drafted in your firm's voice with that context in hand, and lands in the queue ready to review.

  5. Approve

    A human reads and sends. The system never sends unreviewed mail unless you explicitly decide a category is safe to automate end-to-end.

What you get
  • A running n8n workflow on your infrastructure
  • Mail + matter-system integration under your own credentials
  • Classification rules tuned on your real mail
  • Drafting prompts tuned to your firm's voice
  • A review queue your team actually uses
  • Monitoring, plus a runbook for when something changes upstream
Proof

AI Email Automation for a US Law Firm

7–10 min1–2 min≈80% faster
Read the case study
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RAG Assistants & AI Agents

Meeting notes to CRM record

Interactive demo

A call ends and the CRM is already up to date, with the salesperson approving what gets written.

Sample data, invented for this demo. No account needed, no personal data collected, and no real message, email or CRM record is created.

  1. Meridian Dental Group
  2. Read the transcript
  3. Summarise
  4. Extract actions and stage
  5. Prepare the update
  6. Approve and update CRM
Sample input
YOU: …so where did you land after speaking to the other two?

JUNE (Meridian): Honestly you're ahead, but Caleb wants to see the migration
plan written down before we commit. He got burned on the practice-management
switch two years ago.

YOU: That's fair. I can have that over by Thursday.

JUNE: Thursday works. The other thing is pricing — we're a group, six sites,
and your page quotes per-site. Is there a group number?

YOU: There is. I'll put both options in the same document.

JUNE: Good. If Caleb's happy with the migration plan we'd want to start in
January. Our financial year starts February so it has to be signed before then.

YOU: Understood. Who signs?

JUNE: Caleb signs. I recommend.

Pick a sample and run the workflow to see what the system extracts.

Walkthroughs

Watch this one run.

The same workflow as a walkthrough. Written out in full underneath, so you can read it instead.

2 min

Meeting notes to CRM record

Recording in progress — read the walkthrough below

Meeting notes to CRM record

The CRM is current by the time the salesperson closes the laptop.

  1. 1.A sales call ends and the transcript lands.
  2. 2.The call is summarised in the firm's own language, not the model's.
  3. 3.Action items, deal stage, next step and follow-up date are extracted as separate fields.
  4. 4.The salesperson reviews the draft and corrects anything the system read wrong.
  5. 5.On approval the CRM is updated and the follow-up is scheduled. Nothing is sent to the client.
Book a workflow assessmentTry the interactive version

Losing hours to work an AI system could handle?

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