Email triage & inbox automation
The agent works your shared inbox continuously: categorizing, prioritizing, drafting routine replies for review, extracting action items, and routing messages to the right owner.
The problem
Shared inboxes (info@, ops@, billing@) pile up because nobody owns them and everybody is behind on them.
Triage is invisible work: an hour a day per person that never appears in any process document.
By the time you open the inbox in the morning, customers in other timezones have been waiting all night.
How the agent runs it
Classify and prioritize
Every incoming message is categorized by type and urgency using rules learned from how your team handled past mail.
Draft the routine
Standard requests (status checks, document requests, scheduling) get a drafted reply waiting for a one-click send or edit.
Route the rest
Messages needing a specific person land with that person, with a summary line and extracted action items on top.
Report the pattern
A weekly digest shows volumes, categories, response times, and the requests that keep recurring, which are your next automation candidates.
Human in the loop
Where your team stays in charge
Drafts wait for human send by default. Auto-send is enabled per category only after weeks of your team approving those drafts unchanged.
Work arrives
invoice · ticket · email
Passcut agent
reads · codes · prepares
Your team approves
one click · always human
Done, filed
in your system
Anything unclear goes straight to a person
What changes
Typical before and after for this workflow. We measure your baseline during the audit and commit to numbers per engagement.
| Before | With the agent | |
|---|---|---|
| Morning backlog | Overnight pile-up | Triaged before you sit down |
| Routine replies | Typed from scratch | Drafted, one click |
| Misrouted requests | Bounce between owners | Routed with summary |
| Triage time | ~1 hour/person/day | Minutes of review |
Connects to what you run
- Gmail / Google Workspace
- Outlook / Microsoft 365
- Slack
- Notion
- Asana
- HubSpot
Different stack? We integrate through the official API first, exports and email second, browser automation last. The audit tells you where your tools sit before you spend anything.
Common questions on this workflow
Does the agent send email as us without asking?
Not by default. Everything starts in draft mode. Categories earn auto-send rights only after your team's own approvals show the drafts are consistently right.
What about sensitive or angry emails?
Sentiment and topic triggers route those straight to a human, marked urgent, with no drafted reply; some messages should never get a templated response.
Related: Invoice processing automation · Receipt & expense data extraction · AP approval workflow automation
See what email triage & inbox automation would save you
45 minutes. We map the workflow as you run it today, estimate the hours an agent returns, and quote the pilot. No obligation.