AI email triage for small businesses

Email becomes a task queue, a CRM, and a filing cabinet. It is also where time disappears. Most small teams do the same thing every day — scan inboxes, forward threads, search for attachments, and retype the same answers. With a private memory layer connected to Gmail and your files, you can triage faster and respond with context.

Workflow

Define a triage taxonomy: Create four buckets — urgent, today, waiting, archive. Add simple rules based on sender, subject keywords, and age. Summarize threads before replying: Ask for a one-paragraph summary plus the last decision, the open questions, and the next action. Auto draft replies with sources: Pull the relevant file or past email, then draft the response. Keep the citation links so you can verify fast. Create follow-up reminders: When a message is waiting on someone else, schedule a follow-up and store the context so you do not re-read the thread later.

What to automate first

Common failure points

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