Client emails become a prioritized ops queue with SLAs, summaries, next steps, and optional draft replies—human-reviewed.

Request Pilot▶ Watch 90-Second Demo

How It Works

1) Inbound Email

Client emails arrive as usual. Non-actionable noise (security alerts, newsletters, system notifications) is filtered out so ops only sees real requests.

2) Internal Triage

Each email is classified and summarized for ops review—urgency, SLA due, request type, and a one-line summary—so the team can prioritize immediately.

3) Ops Queue

A structured queue is created with urgency and SLA due, plus a suggested next step and optional draft reply (review-only) so the team can prioritize and move fast.

What the Workflow Produces

  • Urgency

    Flags how time-sensitive the email is so ops can prioritize immediately.

  • SLA Due

    Sets the deadline for handling the request so ops knows exactly when it's due.

  • Request Type

    Categorizes the email (e.g., money movement, scheduling) so it routes correctly.

  • One-Line Summary

    Gives a neutral, single-sentence summary of what the client is asking for.

  • Suggested Next Internal Step

    Recommends the next internal action (e.g., confirm details, request missing info).

  • Optional Draft Reply

    Generates a suggested reply draft for staff to review and edit—never auto-sent.

Watch the 90-Second Demo

2-Week Internal Pilot

We route and summarize live inbound emails into a structured ops queue with urgency, SLA due, and next steps.

  • Runs inside your systems
  • No auto-sending (human review)
  • Minimal workflow changes
  • Daily tuning (first week)
  • Easy to pause or turn off
Start Internal Pilot

Frequently Asked Questions

Does this send emails automatically?

No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only—your team approves, edits, or ignores them.

Do you need access to our inbox?

No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.

What systems do you support?

Gmail or Outlook. Output to Google Sheets to start. If you prefer Excel/SharePoint or a CRM, that can be added once the pilot proves value.

How long does setup take?

Most teams are live in 30 minutes or less for a basic pilot. (If your permissions are locked down, it can take longer—no drama, just coordination.)

What happens if we don’t continue after the pilot?

You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.

What kinds of emails get filtered out?

Non-actionable noise like security alerts, newsletters, receipts, and system notifications can be filtered so the queue stays focused on real client work.

Does this replace our process or change how we work?

No. It adds a structured queue and suggested next steps—your team keeps the same approvals and execution process.

How accurate is the classification?

It’s good out of the box, and we improve it during the pilot by tuning rules and examples based on the emails your team actually receives.