01COMMUNICATION
An inbox that moves work forward.
Turn a shared inbox into organized next steps. AI sorts and drafts the replies; your team stays in charge of what gets sent.
ILLUSTRATIVE WORKFLOW · ADAPT TO YOUR TOOLS AND REVIEW NEEDS
THE WORKFLOW
Small steps.
A useful system.
- 01
Choose what enters the workflow.
Start with a specific label or folder. Keep private, sensitive, and unrelated messages outside the first version.
- 02
Give every message a clear destination.
Classify requests into useful categories such as scheduling, questions, follow-ups, and updates.
- 03
Draft with the context you trust.
Use approved project notes to create a short reply. Include links back to the source message and supporting documents.
- 04
Review before anything leaves.
Keep a human approval step before sending a reply or changing a meeting. Log what was approved.
INTERACTIVE EXAMPLE
See the handoff.
Follow an example from input to a prepared handoff.
“Can we move our project check-in to Thursday? And could you send the latest notes?”
An example of the workflow. A custom build connects your tools and approval steps.