Best for
Owner-managed SMEs and service businesses where sales leads, client work, and admin all land in one inbox, and important messages get buried or missed.
Inbox workflow
Email Triage with Human Approval
Read inbound email, classify it as a lead, admin, client work, or spam, and draft a reply for approval, so the team starts each day with a clear queue and the right next action.
How it works best
A person reviews sensitive, legal, or ambiguous messages and approves every reply before it sends. The system keeps classification, drafting, and human judgement in the right order.
The manual workflow
Someone works down a single inbox that mixes new leads, existing client questions, admin, invoices, and spam. Important messages sit unread behind noise, replies get delayed, and there is no consistent record of what still needs a response.
The AI-assisted workflow
The system reads each inbound email, classifies it, and drafts a reply where one is useful. Urgent or sensitive messages are flagged for immediate attention. A person reviews the queue, approves or edits each draft, and controls what sends.
Reviewed output
What the human gets back.
Triaged inbox with each message labelled; drafted replies queued for approval; flagged items needing urgent or sensitive handling; daily summary of what came in.
Human approval
AI can read, classify, and draft. A person approves or edits every reply before it sends, and makes the call on anything sensitive, ambiguous, or high-stakes.
30-day pilot shape
Small enough to test. Clear enough to judge.
- Week 1: Map the current inbox, define categories, and agree what needs a drafted reply versus a flag
- Week 2: Build classification and drafting for the first batch of live email
- Week 3: Review accuracy, tune categories, and tighten reply drafts
- Week 4: Deliver a repeatable workflow, documentation, and next-step scale options
Start with one workflow