How to use AI to analyze and optimize your email marketing

14 Oct 2026 · 1 min

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In this tutorial, the presenter demonstrates how to integrate Claude, an AI assistant, with a CRM (specifically GoHighLevel) using a custom connector. The walkthrough covers navigating Claude's settings to create a new connector, entering the connector name and URL, handling potential error messages, authenticating via OAuth, and installing the connector. Once the connection is established, the user can issue a natural‑language request to Claude to retrieve email campaign statistics—such as send date, bounces, unsubscribes, and other metrics—for a given month or campaign, and receive a concise performance summary. The guide emphasizes a step‑by‑step, instructional approach to enable marketers to automate data extraction and analysis of their email nurture sequences.

Chapters

Last week I showed you how you could use Claude to write your entire email nurture sequence. Now I'm gonna show you how you can connect Claude to your CRM, scrape the data and see what worked, what didn't work, and know your numbers. Go to your settings in the bottom left-hand corner, then go to capabilities, and then you're gonna wanna go to connectors and click on customize. This is gonna be a custom connector. So in the top right-hand corner, click add. You can give it a name. I use GoHighLevel and then paste in this exact link. You're probably gonna get an error message. Click forward anyways, and then I recommend that you authenticate using the OAuth. Land on this screen and just press install. Once it's connected, you're gonna say, pull my email campaign stats for this month, this campaign name, send date, how many bounces, unsubscribes, et cetera, and give me a short summary.