Auto inbox

You get a sorted inbox, less noise, and replies in your voice waiting for review.

When: When an email arrives
Needs: Email
Better with: CRM Calendar Docs
Used by: Operations Sales Customer success

Example output

Message

Your inbox is sorted:

Needs reply: Alex asked for the project update. A reply is waiting in drafts.
Needs action: Your supplier needs approval on the revised quote. Left in your inbox for you.
FYI: The delivery confirmation is labeled and left in your inbox.
Noise: Three promotional emails were labeled and archived.

Customize

What it needs to know about you

How should I sort your inbox?
What can I archive automatically?
Which messages should always stay visible?
How should replies sound?
Which replies should I leave to you?

Guardrails

What it won't do

Never sends a reply, deletes an email, or books a meeting without your approval.
Doesn't archive anything but clear noise, within the categories you approved.
Won't archive important or uncertain messages.
Never invents facts or commitments beyond your past replies and connected sources.
Doesn't touch existing drafts or repeat an action.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

10:00 Team standup
11:30 Onboarding with Kettle & Co, first call since they signed
14:00 Brightfold renewal

Waiting on you:

Maya at Brightfold: "Can you send the updated quote before our call?"
Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

We send the import checklist (me, Wednesday)
You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.