FORMATION IA
De l'email chaotique à la PME assistée par IA
Repartez avec un système de triage IA, une bibliothèque de modèles et une base de connaissances construits à partir de votre propre boîte mail.
Ce qu'elle couvre
Une formation pratique d'une journée pour les petites équipes où l'email est le principal outil de gestion. Les participants repartent avec une boîte partagée structurée, des règles de triage assistées par IA, une bibliothèque de modèles et une base de connaissances FAQ extraite de leurs échanges réels. Le format alterne courtes démonstrations et ateliers pratiques sur les outils des participants.
À l'issue, vous saurez
- Design and implement a shared inbox structure with clear ownership and triage rules within your existing email client
- Configure at least one AI-assisted routing or auto-reply rule using tools available in your current email stack
- Build a template library covering your five most frequent email types, ready to use the next working day
- Extract recurring questions from past email threads and organise them into a simple knowledge base (Notion, Google Docs, or equivalent)
- Calculate time saved per role using a before/after measurement framework introduced during the session
Sujets abordés
- Shared inbox design: folders, labels, and ownership rules
- AI triage: auto-categorisation and priority-routing with tools like Gmail + Zapier or Outlook + Copilot
- Building and managing a reusable email template library
- Extracting FAQ content from email threads into a lightweight knowledge base
- Measuring time saved per role before and after implementation
- Choosing the right AI email tools for SME budgets (free to €50/month)
- Avoiding common pitfalls: data leakage, over-automation, team buy-in
Modalité
Delivered in-person or live-online (Zoom/Teams). Approximately 40% concept and demo, 60% hands-on build time. Each participant works on their own inbox and tools throughout the day. A shared Notion or Google Drive workspace is provided for templates and knowledge base scaffolding. A short pre-work survey (15 min) collects each team's email volume and tool stack so the facilitator can tailor examples. Follow-up async Q&A channel is included for 2 weeks post-session.
Ce qui fait que ça marche
- Running the inbox audit exercise before the workshop so participants arrive with real data
- Assigning one 'inbox owner' per shared mailbox immediately after the session to maintain structure
- Starting with a small template library (5–8 templates) and expanding over 30 days rather than building everything at once
- Scheduling a 2-week check-in to review what's working and adjust triage rules based on real usage
Erreurs fréquentes
- Automating before organising: teams add AI rules on top of a chaotic inbox structure, creating more confusion
- Building templates in isolation without team input, leading to low adoption
- Using consumer AI tools (e.g. ChatGPT web) for sensitive client emails without reviewing GDPR implications
- Measuring nothing before starting, so they can't demonstrate ROI to justify the change
Quand NE PAS suivre cette formation
A team that already uses a dedicated helpdesk or CRM (e.g. HubSpot, Zendesk) as its primary communication hub — email restructuring is the wrong lever; they need CRM workflow training instead.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.