Day 6: Automating AI-Powered Follow-Up Emails #SalesAutomation #AIEmail

export const generateFollowUpEmail = async (meetingNotes, recipientName) => {
    try {
        const response = await axios.post(
            'https://api.openai.com/v1/chat/completions',
            {
                model: 'gpt-4',
                messages: [
                    {
                        role: 'system',
                        content: "You are an AI assistant that generates professional sales follow-up emails.",
                    },
                    {
                        role: 'user',
                        content: `Based on the following sales meeting notes, generate a polite, engaging, and professional follow-up email:
                        
                        Meeting Notes:
                        ${meetingNotes}
                        
                        The recipient's name is: ${recipientName}.
                        
                        The email should include:
                        - A greeting using the recipient's name
                        - A brief summary of the meeting
                        - Next steps and action items
                        - A closing statement with a request to follow up`,
                    },
                ],
            },
            {
                headers: { Authorization: `Bearer ${OPENAI_API_KEY}` },
            }
        );

        return response.data.choices[0].message.content;
    } catch (error) {
        console.error('GPT API Error:', error);
        return 'Error generating email. Please try again.';
    }
};

import axios from 'axios';
import { HUBSPOT_API_KEY, SALESFORCE_INSTANCE_URL } from '@env';
import { getAccessToken } from './salesforceService';

// Send email via HubSpot
export const sendHubSpotEmail = async (recipientEmail, subject, body) => {
    try {
        const response = await axios.post(
            'https://api.hubapi.com/marketing-emails/v1/emails/send',
            {
                email: recipientEmail,
                subject: subject,
                html: `<p>${body.replace(/\n/g, '<br>')}</p>`,
            },
            {
                headers: {
                    Authorization: `Bearer ${HUBSPOT_API_KEY}`,
                    'Content-Type': 'application/json',
                },
            }
        );

        return response.data;
    } catch (error) {
        console.error('HubSpot Email Error:', error);
        return null;
    }
};

// Send email via Salesforce
export const sendSalesforceEmail = async (recipientEmail, subject, body) => {
    const accessToken = await getAccessToken();
    if (!accessToken) return null;

    try {
        const response = await axios.post(
            `${SALESFORCE_INSTANCE_URL}/services/data/v57.0/actions/standard/emailSimpleSend`,
            {
                inputs: [
                    {
                        subject: subject,
                        plainTextBody: body,
                        recipients: [{ emailAddress: recipientEmail }],
                    },
                ],
            },
            {
                headers: {
                    Authorization: `Bearer ${accessToken}`,
                    'Content-Type': 'application/json',
                },
            }
        );

        return response.data;
    } catch (error) {
        console.error('Salesforce Email Error:', error);
        return null;
    }
};

import React, { useState } from 'react';
import { View, Text, TextInput, Button, StyleSheet, ActivityIndicator, Alert } from 'react-native';
import VoiceRecorder from '../components/VoiceRecorder';
import { uploadAudio, transcribeAudio, getTranscriptionResult } from '../api/transcriptionService';
import { generateCRMNotes, generateFollowUpEmail } from '../api/gptService';
import { createHubSpotNote } from '../api/hubspotService';
import { createSalesforceNote } from '../api/salesforceService';
import { sendHubSpotEmail, sendSalesforceEmail } from '../api/emailService';

export default function HomeScreen() {
    const [recordingUri, setRecordingUri] = useState(null);
    const [transcription, setTranscription] = useState('');
    const [crmNotes, setCrmNotes] = useState('');
    const [recipientEmail, setRecipientEmail] = useState('');
    const [generatedEmail, setGeneratedEmail] = useState('');
    const [isLoading, setIsLoading] = useState(false);

    const handleRecordingComplete = (uri) => {
        setRecordingUri(uri);
        Alert.alert('Recording Saved', `Saved to: ${uri}`);
    };

    const handleGenerateFollowUpEmail = async () => {
        if (!crmNotes || !recipientEmail) {
            Alert.alert('Missing Data', 'Please provide CRM notes and a recipient email.');
            return;
        }

        try {
            setIsLoading(true);
            const emailContent = await generateFollowUpEmail(crmNotes, recipientEmail);
            setGeneratedEmail(emailContent);
        } catch (error) {
            Alert.alert('Error', 'Failed to generate follow-up email.');
        } finally {
            setIsLoading(false);
        }
    };

    const handleSendEmail = async (platform) => {
        if (!generatedEmail || !recipientEmail) {
            Alert.alert('Missing Data', 'Generate an email before sending.');
            return;
        }

        try {
            setIsLoading(true);
            let result = null;
            if (platform === 'hubspot') {
                result = await sendHubSpotEmail(recipientEmail, 'Follow-up on Our Meeting', generatedEmail);
            } else if (platform === 'salesforce') {
                result = await sendSalesforceEmail(recipientEmail, 'Follow-up on Our Meeting', generatedEmail);
            }

            if (result) {
                Alert.alert('Success', `Email sent via ${platform}!`);
            } else {
                Alert.alert('Error', `Failed to send email via ${platform}.`);
            }
        } catch (error) {
            Alert.alert('Error', 'Email sending failed.');
        } finally {
            setIsLoading(false);
        }
    };

    return (
        <View style={styles.container}>
            <Text style={styles.title}>AI Sales Assistant</Text>
            <VoiceRecorder onRecordingComplete={handleRecordingComplete} />

            {crmNotes && (
                <>
                    <TextInput
                        style={styles.input}
                        placeholder="Recipient Email"
                        value={recipientEmail}
                        onChangeText={setRecipientEmail}
                    />
                    <Button title="Generate Follow-Up Email" onPress={handleGenerateFollowUpEmail} />
                    {generatedEmail ? <Text>{generatedEmail}</Text> : null}
                    <Button title="Send via HubSpot" onPress={() => handleSendEmail('hubspot')} />
                    <Button title="Send via Salesforce" onPress={() => handleSendEmail('salesforce')} />
                </>
            )}

            {isLoading && <ActivityIndicator size="large" color="#0000ff" />}
        </View>
    );
}

const styles = StyleSheet.create({
    container: { flex: 1, justifyContent: 'center', alignItems: 'center', padding: 10 },
    title: { fontSize: 24, fontWeight: 'bold', marginBottom: 20 },
    input: { width: '80%', padding: 10, margin: 10, borderWidth: 1, borderRadius: 5 },
});