Use email agentic workflow

Use email agentic workflow to intelligently analyze inbound emails, extract information, perform necessary actions, and draft responses.

Email agentic workflows in email notifications

Table 1. Available email agentic workflows

Agentic workflow name	Description	Available AI agents
Intent to action	Triages tasks that are created via inbound emails by identifying intent, executing actions, and drafting appropriate email responses.	Intent Identification Agent Intent Executor Agent Email Generator Agent

Role permissions and access

The execution role provides the minimum required permissions to execute intents. Additional intent execution roles can be added as needed to extend permissions for specific actions. Without these, the execution may fail due to insufficient permissions.

Table 2. Roles for action execution

Role	Description
sn_notif_agents.notification_ai_admin	Has permission to read and create intents, actions and map actions.
sn_notif_agents.notification_ai_reader	Has permission to read intents and actions.
sn_notif_agents.intent_executor	Has permission to execute intents.

Note:

When an action runs, it uses the sender’s permission, guest users use the guest_email_agent role which is limited by default to sn_notif_agents.intent_executor. If the execution action needs more access, those permissions must be added under the sn_notif_agents.intent_executor role as a child role so it can run properly. The system masks the role based on user permissions, revealing only the roles common to both the user and the sn_notif_agents.intent_executor roles.

Email Generation for Reply Email Action

After you connect an AI Search profile to the reply-email action, users can submit queries that can be answered using the profile’s content. AI Search check the sender’s permissions and returns only the information permitted for their role.