Use cases / Ops & Admin

Email Inbox Triage for Office

In short: Shared inbox buries estimate requests under vendor spam and invoices. This workflow uses Gmail/Outlook + LLM classifier + CRM/task creation to fix it, and it is rated easy to set up.

Trades
All Trades
Category
Ops & Admin
Difficulty
Easy
ROI lever
Inbox response time
Tools
Gmail/Outlook + LLM classifier + CRM/task creation

Workflow

  1. Classify: lead, existing customer, vendor, billing, spam.
  2. Draft reply for leads, create CRM/task.
  3. Human sends - no auto-send in v1.
  4. Daily zero-inbox summary.

Starter prompt

You are an inbox assistant for [Company]'s office. For each email, classify it as new lead, existing customer, vendor, billing, or spam, with a one-line reason. For new leads and customers, draft a short reply and suggest a CRM task (who, what, when). Don't send anything; a person reviews and sends. End with a summary: counts by type and anything urgent. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Same-day response to all sales emails is target - sample inbox weekly for misclassification.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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