RUNBOOK

AI inbox triage should draft, route, and wait for review.

The goal is not to let AI answer every email. The goal is to remove the first-pass sorting, summarizing, and drafting work while keeping control.

INPUT

New email

  • Sender
  • Thread
  • Attachments
->
AI STEP

Classify and draft

  • Category
  • Summary
  • Suggested reply
->
CONTROL

Review queue

  • Approve
  • Edit
  • Escalate
1

Classify intent

Separate lead, support, invoice, tender, supplier, urgent, and low-value messages.

2

Summarize context

Give the reviewer the key points, missing information, and likely next action.

3

Draft, do not send

Prepare a reply in the right language, but keep sending behind human approval.

USE CASE

Best for teams drowning in first-pass email work.

Sales, support, procurement, construction, and operations teams usually feel the value quickly.

Scope an inbox workflow