ZeroDev Email Agent for New Customers

An AI agent that automatically processes "New Customer" emails and sends personalized follow-up emails to new ZeroDev customers.

Features

• Parses "New Customer" email notifications
• Visits the customer's website to understand their project
• Analyzes company information to determine the company name and category
• Composes a personalized email based on the template
• Schedules the email to be sent at a random time (24-48 hours in the future)

Prerequisites

• Bun (latest version)
• SendGrid API key (for sending emails)
• OpenAI API key (for content analysis)

Installation

1. Clone the repository:

   git clone <repository-url>
   cd email-new-customers
   

2. Install dependencies:

   bun install
   

3. Create a .env file based on the .env.example file:

   cp .env.example .env
   

4. Fill in your API keys and email settings in the .env file

Usage

Running the agent

# Build the TypeScript
bun run build

# Process a new customer email
bun run dist/index.js "Customer email: customer@example.com
Customer description: John Doe"

For development:

bun run src/index.ts "Customer email: customer@example.com
Customer description: John Doe"

Testing locally

For convenient testing, you can use the included test script:

# Make the script executable if needed
chmod +x test.sh

# Run a test with a specific email and optional name
./test.sh customer@example.com "John Doe"

To send test emails immediately instead of waiting 24-48 hours:

1. Set TEST_SEND_IMMEDIATELY=true in your .env file
2. Run the test as normal
3. Set it back to false for production use

How It Works

1. The agent is triggered when it receives a "New Customer" email.
2. It extracts the customer's email address and name from the notification.
3. If the email is a generic email (like Gmail), it ignores the customer.
4. Otherwise, it visits the website associated with the customer's email domain.
5. It analyzes the website to determine the company name and category.
6. It composes a personalized email based on the template.
7. It schedules the email to be sent at a random time in the future (24-48 hours).

Setting up with Zapier

Webhook Server

The project includes a webhook server that can receive notifications from Zapier:

# Run the webhook server
./server.sh

By default, the server runs on port 3000. You can change this by setting the PORT environment variable.

Zapier Setup

1. Create a new Zap in Zapier
2. Set the trigger to "New Email" in your email app
3. Filter emails with the subject "New Customer"
4. Add a Webhook action step (POST)
5. Point the webhook to your server URL (e.g., https://your-server.com:3000 or use a service like ngrok for local testing)
6. Test the webhook to see the request format
7. Once you've confirmed the format, update the webhook.ts file to process emails correctly

Environment Variables

• OPENAI_API_KEY: Your OpenAI API key
• SENDGRID_API_KEY: Your SendGrid API key
• EMAIL_FROM: The email address to send from (format: "Derek email@example.com")
• FOUNDER_NAME: The founder's name (default: "Derek")
• PORT: The port for the webhook server (default: 3000)
• TEST_SEND_IMMEDIATELY: Set to "true" during testing to send emails immediately
• TEST_EMAIL_RECIPIENT: Your email for receiving test emails (overrides recipient during testing)
• AUDIT_EMAIL_RECIPIENT: Email address to receive audit notifications about all processed customers and errors