AI & automation
Inbox & Quote Triage pack
Ships in 2–3 weeks
6,500 dollars
Incoming email read, sorted, and turned into a draft reply or a structured record before anyone on your team opens it — with a person approving before anything sends.
The problem
The same handful of questions and quote requests arrive dozens of times a week. Someone reads each one, works out what it is, and either replies or copies the details somewhere. It's constant, and it's mostly pattern-matching, not judgement.
What you get
A workflow that watches one mailbox, classifies each message into categories you define, and produces either a drafted reply or a structured record. It drafts; a person approves before anything sends or posts. This is the automation that's hardest to buy off the shelf — it lives inside your own categories, your tone, and your systems — which is why it's the one most trades and retail teams start with.
What's included
Intake from one mailbox
The workflow watches one nominated inbox or forwarding alias. Additional mailboxes are a separate scope line.
Classification into your categories
Messages get sorted into categories you define — quote request, supplier update, support question, and so on — so the right ones reach the right place.
Drafted reply or structured record
Per message, the workflow produces either a drafted response in your tone or a structured record (into a spreadsheet or CRM), depending on the category.
Human sign-off before it sends
The workflow drafts; a person approves. Nothing sends or posts on an unchecked pass. Send-without-review is a deliberate exclusion, not an oversight.
Not included
- Fully autonomous sending without review — that's a deliberate choice. If you want send-without-approval later, it's scoped separately once you've seen the draft quality.
- More than one mailbox — additional inboxes are a separate scope line.
- Complex multi-step actions (raising POs, processing payments) — this triages and drafts; taking action on rules is a custom Build.
Upgrade path: Pairs naturally with Document Extraction into a shared review queue, which is the entry pattern for a multi-workflow custom Build.
Book a free 30-min call
No discovery fee, no obligation. We'll confirm this fits your business before anything starts — and if it's genuinely bespoke, we'll say so.