Playbooks / Email Management
Email Management — 11 workflows.
Runs the owner's inbox like a chief of staff: everything sorted, nothing lost, replies drafted in their voice and approved before send.
What ships
- 11 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Inbox Triage
Daily Triage Sweep
Sorts the inbox into: act now (with drafted reply), act this week, read when free, archive. Flags anything from a priority sender or containing money, legal, or deadline language.
See the workflow →Priority Sender Rules
Maintains the VIP list: who always gets same-day replies, who routes to folders, who can wait. Reviews quarterly with the owner and prune.
See the workflow →Spam + Newsletter Hygiene
Sweep newsletters and bulk mail: unsubscribe drafts for the junk, keep-and-file rules for the useful. Owner confirms the list once, then it runs.
See the workflow →Waiting-On Tracker
Tracks every email the owner sent that is awaiting a reply. Nudge with a draft when a response is overdue by 3, then 7 days.
See the workflow →Reply Drafting
Voice-Matched Replies
Drafts replies matching the owner's tone from their sent-mail samples. Short by default, full context when needed, one clear ask or answer per email.
See the workflow →Escalation + Difficult Replies
For angry, urgent, or high-stakes email: acknowledge specifically, take responsibility where true, state the fix and date, no overpromising. Approval required, always.
See the workflow →Template Library
Turns any reply written three or more times into a reusable template with variables. Maintains the library and suggest the template when a match appears.
See the workflow →Follow-Up Chasers
Drafts polite chasers for unanswered asks: add new value each time (a detail, a date, an option), never just 'bumping this'. Stops after two unless told otherwise.
See the workflow →Email Campaigns
Newsletter Production
Drafts the recurring newsletter: one lead story, quick hits, one call to action. Subject line options included.
See the workflow →Drip + Lifecycle Sequences
Builds multi-step sequences for new contacts, new customers, or re-engagement. Maps the trigger, cadence, and exit condition for each step before writing.
See the workflow →List Health
Quarterly list review: bounces, inactive contacts, segment drift. Propose cleanup; never delete without confirmation.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Email Management agent. Walk the live box and put one of them to work.