Email Lead Extraction

Uses the text input method, which sends raw email body text directly to the API without a file upload.

Workflow fields

We recommend creating this workflow in the anyformat platform where you can test with sample emails and iterate on field descriptions. Copy the workflow ID to use with the API.

Field	Type	Description
`sender_name`	string	Name of the person who sent the email
`sender_email`	string	Email address of the sender
`company_name`	string	Company or organization the sender represents
`inquiry_type`	enum	Category of the inquiry
`urgency`	enum	How urgent the request seems
`topics`	multi_select	Products or areas mentioned
`summary`	string	Brief summary of the email

End-to-end

curl
TypeScript
Python

# 1. Create the workflow
curl -X POST 'https://api.anyformat.ai/v2/workflows/' \
  -H 'Content-Type: application/json' \
  -H "Authorization: Bearer $ANYFORMAT_API_KEY" \
  -d '{
    "name": "Email Lead Extractor",
    "description": "Triage inbound sales emails into structured leads",
    "nodes": [
      {"id": "parse_1", "type": "parse"},
      {
        "id": "extract_1",
        "type": "extract",
        "extraction_schema": {
          "fields": [
            {"name": "sender_name",  "description": "Full name of the person who sent the email",       "data_type": "string"},
            {"name": "sender_email", "description": "Email address of the sender",                       "data_type": "string"},
            {"name": "company_name", "description": "Company or organization the sender represents",     "data_type": "string"},
            {
              "name": "inquiry_type",
              "description": "The primary category of this inquiry",
              "data_type": "enum",
              "enum_options": [
                {"name": "pricing",      "description": "Pricing or cost inquiry"},
                {"name": "demo_request", "description": "Request for a product demo"},
                {"name": "support",      "description": "Technical support or help request"},
                {"name": "partnership",  "description": "Partnership or integration inquiry"},
                {"name": "other",        "description": "Other inquiry type"}
              ]
            },
            {
              "name": "urgency",
              "description": "How urgent this request appears based on language and deadlines mentioned",
              "data_type": "enum",
              "enum_options": [
                {"name": "low",    "description": "No urgency signals"},
                {"name": "medium", "description": "Moderate urgency or soft deadline"},
                {"name": "high",   "description": "Explicit deadline or urgent language"}
              ]
            },
            {
              "name": "topics",
              "description": "Products or areas of interest mentioned in the email",
              "data_type": "multi_select",
              "enum_options": [
                {"name": "product_a",   "description": "Product A"},
                {"name": "product_b",   "description": "Product B"},
                {"name": "enterprise",  "description": "Enterprise plan or features"},
                {"name": "integration", "description": "Integration or API capabilities"},
                {"name": "pricing",     "description": "Pricing or billing"},
                {"name": "security",    "description": "Security or compliance"}
              ]
            },
            {"name": "summary", "description": "A one-sentence summary of what the sender is asking for", "data_type": "string"}
          ]
        }
      }
    ],
    "edges": [{"source": "parse_1", "target": "extract_1"}]
  }'

# 2. Submit the email body as text (no file upload)
curl -X POST 'https://api.anyformat.ai/v2/workflows/WORKFLOW_ID/run/' \
  -H "Authorization: Bearer $ANYFORMAT_API_KEY" \
  -H 'Content-Type: application/json' \
  -d '{
    "text": "From: Maria Lopez <maria@acmecorp.com>\nSubject: Enterprise pricing for Q2\n\nHi, I am the VP of Engineering at Acme Corp..."
  }'

# 3. Poll for results
curl -H "Authorization: Bearer $ANYFORMAT_API_KEY" \
  'https://api.anyformat.ai/v2/workflows/WORKFLOW_ID/files/COLLECTION_ID/results/'

import { Anyformat, Schema } from "@anyformat/sdk";

const af = new Anyformat({ apiKey: process.env.ANYFORMAT_API_KEY! });

const emailText = `From: Maria Lopez <maria@acmecorp.com>
Subject: Enterprise pricing for Q2

Hi, I am the VP of Engineering at Acme Corp...`;

// `Workflow.run(null, { text })` submits raw text instead of a file.
const workflow = await af
  .workflow("Email Lead Extractor", "Triage inbound sales emails into structured leads")
  .parse()
  .extract([
    Schema.string("sender_name",  "Full name of the person who sent the email"),
    Schema.string("sender_email", "Email address of the sender"),
    Schema.string("company_name", "Company or organization the sender represents"),
    Schema.enum("inquiry_type", "The primary category of this inquiry", [
      Schema.option("pricing",      "Pricing or cost inquiry"),
      Schema.option("demo_request", "Request for a product demo"),
      Schema.option("support",      "Technical support or help request"),
      Schema.option("partnership",  "Partnership or integration inquiry"),
      Schema.option("other",        "Other inquiry type"),
    ]),
    Schema.enum("urgency", "How urgent this request appears", [
      Schema.option("low",    "No urgency signals"),
      Schema.option("medium", "Moderate urgency or soft deadline"),
      Schema.option("high",   "Explicit deadline or urgent language"),
    ]),
    Schema.multiSelect("topics", "Products or areas of interest mentioned", [
      Schema.option("product_a",   "Product A"),
      Schema.option("product_b",   "Product B"),
      Schema.option("enterprise",  "Enterprise plan or features"),
      Schema.option("integration", "Integration or API capabilities"),
      Schema.option("pricing",     "Pricing or billing"),
      Schema.option("security",    "Security or compliance"),
    ]),
    Schema.string("summary", "A one-sentence summary of what the sender is asking for"),
  ])
  .create();

const run = await workflow.run(null, { text: emailText });
const result = await run.wait();

if (result.field("urgency")?.value === "high") {
  console.log(`HIGH PRIORITY: ${result.field("sender_name")?.value} from ${result.field("company_name")?.value}`);
}

import os
from anyformat.sdk import Client
from anyformat.workflow import Schema

client = Client(api_key=os.environ["ANYFORMAT_API_KEY"])

email_text = """From: Maria Lopez <maria@acmecorp.com>
Subject: Enterprise pricing for Q2

Hi, I am the VP of Engineering at Acme Corp..."""

workflow = (
    client.workflow("Email Lead Extractor")
    .parse()
    .extract([
        Schema.string("sender_name",  "Full name of the person who sent the email"),
        Schema.string("sender_email", "Email address of the sender"),
        Schema.string("company_name", "Company or organization the sender represents"),
        Schema.enum("inquiry_type", "The primary category of this inquiry", options=[
            Schema.option("pricing",      "Pricing or cost inquiry"),
            Schema.option("demo_request", "Request for a product demo"),
            Schema.option("support",      "Technical support or help request"),
            Schema.option("partnership",  "Partnership or integration inquiry"),
            Schema.option("other",        "Other inquiry type"),
        ]),
        Schema.enum("urgency", "How urgent this request appears", options=[
            Schema.option("low",    "No urgency signals"),
            Schema.option("medium", "Moderate urgency or soft deadline"),
            Schema.option("high",   "Explicit deadline or urgent language"),
        ]),
        Schema.multi_select("topics", "Products or areas of interest mentioned", options=[
            Schema.option("product_a",   "Product A"),
            Schema.option("product_b",   "Product B"),
            Schema.option("enterprise",  "Enterprise plan or features"),
            Schema.option("integration", "Integration or API capabilities"),
            Schema.option("pricing",     "Pricing or billing"),
            Schema.option("security",    "Security or compliance"),
        ]),
        Schema.string("summary", "A one-sentence summary of what the sender is asking for"),
    ])
    .create()
)

# `Workflow.run(text=...)` submits raw text instead of a file.
result = workflow.run(text=email_text).wait()

if result.fields["urgency"].value == "high":
    print(f"HIGH PRIORITY: {result.fields['sender_name'].value} from {result.fields['company_name'].value}")

Tips

A string field like summary with a descriptive prompt acts as a mini-summarizer, giving you a one-sentence digest alongside the extracted fields.

Write detailed enum_options descriptions to help distinguish between similar categories. “pricing” vs “demo_request” can be ambiguous without good descriptions.
multi_select captures all relevant topics even when an email discusses several products at once.
For .eml or .msg files, use file upload instead — it preserves headers and attachments.

Email Lead Extraction

Workflow fields

End-to-end

Tips

Next steps

Run workflow

Webhooks

​Workflow fields

​End-to-end

​Tips

​Next steps

Run workflow

Webhooks

Workflow fields

End-to-end

Tips

Next steps