If you’ve ever found yourself copy-pasting email templates or spending hours writing personalized follow-ups, you’re not alone. 🥹

Wanna know the truth? Generic emails don’t convert, and crafting tailored messages for each lead manually is impossible at scale.

That’s where AI-powered automation steps in.

So, if you’ve asked yourself these questions, AI has the answer: 

Guess what: of course the answer to all of these questions is yes! With apps like Google Gemini or ChatGPT, combined with an integration platform like Pluga, you get a full AI email assistant that writes high-converting, personalized sales emails using live data from your CRM.

Let’s walk through exactly how to do this.

Write emails with AI triggered by CRM data

AI doesn’t replace your human touch, it acts as your strategic co-pilot.

Let’s say you run a consulting firm and use a CRM to manage leads. When a deal moves from Opportunity to Send Details, you normally send a personalized email with more info.

Now imagine this email being written by AI, tailored to each lead’s company, industry, and pain points, and saved directly to your Gmail, ready to send or edit. That’s exactly what this integration makes possible.

Let’s see how to write an email with AI step by step.

Step-by-step: how to write an email with AI using Gemini, Gmail, and Pluga

In this walkthrough, we’ll show you how to set up an automation using:

  1. Log into Pluga and start a new automation

    Click “Create automation” and name it.
    write email with ai - first step

  2. Select your CRM and trigger

    Choose Hubspot CRM as your source and trigger: “Deal reaches pipeline stage”.
    select the hubspot

  3. Set the stage trigger

    Connect your HubSpot account and after this choose the funnel stage (e.g., “Send details”) that will trigger the email generation.
    hubspot options

  4. Choose Gemini as your AI tool

    Select Google Gemini and action: “Send message”.
    write email with ai gemini

  5. Create your email prompt

    The prompt tells Gemini what to write based on CRM fields.
    customize your ai message
    Prompt (copy & paste this):

    Write a personalized sales email based on the following CRM data:

    Company name: {{Company Name}}  
    Contact name: {{Contact Name}}  
    Job title: {{Contact Position}}  
    Industry: {{Company Type}}  
    Location: {{Company Address}}  
    Notes: {{Description}} (optional)

    Consulting service: helping companies automate processes and improve operational efficiency, reducing costs and boosting team productivity.

    Email goal: Introduce our consulting services and spark interest in an exploratory conversation.

    Keywords: process automation, productivity, cost reduction, efficiency, business consulting.

    Call to Action: “Let’s schedule a quick chat?”, “Let me know if you’d like to explore this at {{Company Name}}!”

  6. Choose the AI model

    Use Gemini 2.5 flash-lite (default in Pluga). Other Gemini models are available if needed.

  7. Set the system message

    This configuration is intended to guide Gemini on how it should behave throughout the conversation (who it is, what tone of voice to use, etc.). A good system instruction helps establish context and clarify the role it should play, avoiding rework and optimizing token usage.
    system instructions
    📋 System Message:

    You are a sales email copywriter specialized in business consulting, focusing on process automation. Write engaging, strategic emails that clearly communicate value and inspire action.

    Tone: energetic, friendly, and slightly informal. Show authority while staying approachable.

    You’ll receive CRM data. Tailor the message based on industry and context. Use CTAs like “Book a call” or “Reply to this email.”

  8. Disable web search

    Choose “Do not enable web search“.

  9. Connect Gmail

    Set Gmail as the destination and choose the action: “Create draft”.
    create draft on gmail

  10. Write your email subject line

    Example: “More details about {{Summary of deal-related products}}”
    summary of deal-related products

  11. Fill in the email body

    Insert Gemini’s response into the email body.
    write email with ai finish

  12. Select recipient and finalize

    Choose the recipient email from your CRM.

    Done! 🎉

    Now, whenever a deal reaches the “Send details” stage, Gemini will write a custom email and save it to your Gmail ready to review or send.

Tips to get the best results when writing emails with AI

Now that you’ve learned how to write an email with AI, let’s improve the outcome. Writing a great prompt is key to a great AI-generated email.

1. Be clear about your goal

Define what kind of email you need:

Different goals need different tones and content structures.

2. Include detailed lead data

CRM fields like name, title, industry, pain points… The more relevant info, the better.

3. Define your tone of voice

Formal, friendly, urgent, playful… Tell the AI how you want the email to sound.

4. Add strong keywords and CTAs

Use relevant keywords like “automate”, “reduce costs”, “optimize”. Make your CTA clear and action-oriented: “Book a demo”, “Reply to this email.”

5. Test and optimize

Try your prompt in Gemini or ChatGPT directly. Fine-tune it before using it live.

AI email assistant + automation = sales on autopilot

Forget cold templates. Forget rewriting the same message over and over.

With Pluga, you can connect your CRM to Gmail and AI like Gemini or ChatGPT, turning lead data into ready-to-send sales emails, automatically.

This isn’t just a time-saver. It’s a conversion booster.

Read too:

FAQs

Can AI write my emails?

Yes. With apps like Gemini or ChatGPT and CRM data, AI can generate personalized sales emails automatically.

Can AI automate emails from my CRM?

Yes. With Pluga, you can set up automations that generate and send emails when deals move through your sales funnel.

How do I write an email with AI that feels real?

Feed it real lead data. Set the right tone. Include pain points, benefits, and specific CTAs. AI does the heavy lifting you give it direction.