Email & Messaging Automation

Email triage, handled for you

A managed AI agent that reads your shared inbox, understands each message, and triages, routes, drafts, and logs it — so the right email reaches the right person with the right next step, automatically.

Read · sort · route
every message
Shared inboxes
support · ops · AP · sales
From $1K
build · co-managed run
The storm

The inbox that never empties

A shared inbox is where work goes to get lost. Hundreds of messages a day, each needing someone to read it, figure out what it is, find the right owner, and respond — while the genuinely urgent ones drown in the noise.

  • A shared inbox nobody fully owns, where messages slip through the cracks.
  • Staff spending hours reading, sorting, and forwarding email instead of doing the work.
  • Urgent requests buried under newsletters, receipts, and noise.
  • No record of who handled what, so things get answered twice — or never.
Who it's for

As a Operations Manager, I need to make sure no customer email ever falls through the cracks.

As a Office / Admin Manager, I need to stop manually forwarding email to the right department.

As a Sales / Revenue Leader, I need to get hot leads answered in minutes, not hours.

What the agent does

What the agent does

We map how your team sorts the inbox today — the categories, the owners, the canned replies — then build an agent that does it in real time and co-manage it so it stays accurate.

  1. 01

    Read every message

    The agent reads each email, attachments included, and understands what it actually is.

  2. 02

    Triage by intent

    It classifies by urgency and type — order, complaint, invoice, lead — using your own rules.

  3. 03

    Route to the owner

    Each message goes to the right person or queue with a short summary and suggested next step.

  4. 04

    Draft the reply

    For routine messages it drafts an on-brand response for a human to approve, or sends it on rules you set.

  5. 05

    Log it

    Every message and action is recorded in your CRM or helpdesk so nothing is answered twice.

The build spec
AI Agent

Wires into

  • Microsoft 365 / Gmail
  • Shared & team inboxes
  • Your CRM or helpdesk
  • Calendar & docs

What it does

  • Intent & urgency classification
  • Routing & assignment
  • On-brand reply drafting
  • Auto-logging & deduplication

What's included

  • Inbox workflow mapping
  • Classification rules build
  • CRM/helpdesk wiring
  • Exception monitoring & break/fix
1 slot$1,000 build$150/mo managed(priced from the live quote catalog · the Process Blueprint is free)
Minutes, not hours
to a triaged, routed inbox

Count the hours your team spends just reading and forwarding email each week. That's the number an inbox agent gives back — plus the revenue from leads answered before they go cold.

Run the numbers in the ROI calculator

Questions, answered

Does this also handle email triage?

Yes — triage is the core of it. The agent reads each message, classifies it by urgency and type, and routes it to the right owner. 'Email triage automation' and 'inbox automation' are the same job: getting the right message to the right person fast.

Will it send email without us checking?

Only where you want it to. Routine, low-risk replies can auto-send on rules you set; everything else is drafted for a human to approve. You choose the line.

Which inboxes does it work with?

Microsoft 365 and Gmail, including shared and team inboxes. It logs actions into your CRM or helpdesk so there's a clean record.

How fast can it go live?

Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.

Hand your inbox a manager

Start with a free Process Blueprint: we map your inbox workflow, show where the time leaks, and scope what an agent would handle — no commitment.