What Can You Do With This Automation?
Turn an overflowing inbox into a calm queue with an AI agent that reads, classifies, and acts inside your workspace:
Intent Sorting: Classify every message by topic, urgency, and sentiment so nothing important hides in the noise.
Draft Replies: Pre-write on-brand responses for routine emails, ready for a one-click send.
Human-Only Surfacing: Bubble up just the messages that need your judgment and auto-handle the rest.
Task Conversion: Turn actionable emails into assigned tasks on the right project board automatically.
Use Cases For Email Triage Agent
Auto-label and prioritize a shared support or sales inbox.
Draft replies to common requests so your team only approves and sends.
Convert client emails into tasks with owners and due dates.
Send a daily "what needs you" digest of the few emails that truly matter.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.
