Operations

AI Email Triage Agent

Reads every email the moment it arrives, decides what it is, where it should go, and how urgent it is. Routes to the right person or system. Drafts replies for the routine ones. Surfaces only what genuinely needs your attention.

What this agent does

The job description

  • Reads incoming emails across one or many inboxes
  • Categorises each email: customer support, sales enquiry, vendor invoice, internal team, newsletter, spam, personal
  • Routes to the right destination: support ticket system, CRM, accounting, team member, archive, or your inbox
  • Drafts replies for routine categories (acknowledgement of invoice receipt, polite no to common cold pitches, intro confirmation)
  • Surfaces the small number of emails that genuinely need you with full context
  • Reports weekly on inbox composition: how much was routine, what required your attention, what patterns are emerging
Skills

What this agent is good at

Pattern-matching email content against defined categoriesReading sender history and recognising recurring sendersDrafting short, polite replies that match the customer's voiceSpotting the email that does not match its category and flagging it
Integrations

Where this agent plugs in

Gmail, Outlook, custom IMAPCRM (HubSpot, Salesforce, Pipedrive, Twenty, Odoo)Help desks for ticket creationSlack or Teams for routing

Custom integrations to other tools are scoped during discovery.

"Forty-seven emails handled overnight. Thirty-one routed to standard destinations: twelve to support, eight to billing, six newsletters archived, five vendor confirmations filed. Eleven drafted replies queued for your morning review - all routine acknowledgements. Three flagged for your attention: a customer with a contract question, an investor introduction, and an email from someone claiming to be from your bank that does not look right. The bank one I have flagged but not auto-deleted in case it is legitimate."
In the agent’s voice
Who hires this

Who this fits

  • Founders whose inboxes have become a full-time job
  • Teams with shared inboxes where no one is sure who owns what
  • Businesses where many channels feed into email and the noise drowns the signal
Honest limits

What this agent does not do

  • Does not auto-send replies in sensitive categories without human approval
  • Does not delete emails without explicit rules
  • Does not block legitimate first-time senders on suspicion of spam
  • Does not change category once a human has manually overridden it
Pricing

What it costs

  • Setup fee: Pricing on request
  • Monthly subscription: Pricing on request

When hired as part of the Operations Department bundle, pricing is discounted vs the sum of individual roles.

See full pricing

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