If you run a small business, your inbox is a pile-up of client questions, invoices, supplier notes, and junk — all mixed together. This AI email triage automation reads every message as it lands, decides what it is, and routes it to the right pile. The urgent ones become tasks so nothing slips. It is built for the tradesperson, realtor, or clinic owner who wants the inbox to sort itself instead of eating the morning.
What's Included
- Sorting Tool: Every incoming email is tagged by type — client request, invoice, vendor, or junk — and dropped into the right list automatically.
- Urgent-to-Task Flow: Messages that need action turn into tasks with a due date, so the must-dos never sit buried in the inbox.
- AI Agent: Ask it plainly — "what came in today that needs a reply?" or "who's waiting on me?" — and it answers from the sorted pile.
- Connected Projects: Each email links to its client and job in your connected projects, so the full history sits in one place.
- Runs On Its Own: New mail is triaged the moment it arrives, around the clock, with no button to press.
How To Use
- Clone this app into your Taskade workspace.
- Connect your inbox and set the trigger so new email starts the flow.
- Tell the AI agent which senders and keywords count as urgent for your business.
- Let the automation run and check the urgent list each morning.
- Reply to what matters and let everything else stay quietly sorted — your inbox now runs itself.
Want more inbox automations? Browse the Community Gallery for ready-to-clone setups built in Taskade Genesis.
