Daily Email Triage SOP
Prioritize, label, draft, and escalate an inbox in under 20 minutes without missing VIP threads.
Daily Email Triage SOP
Goal
Clear actionable mail; park the rest; never lose VIP threads.
Steps
- Fetch unread from the last 24h (or since last run).
- Bucket: VIP / Action / FYI / Spam-like.
- For Action: draft a reply or create a task; do not send without approval if money/commitment is involved.
- Label and archive FYI.
- Report: counts per bucket + drafts awaiting approval.
Guardrails
- Never auto-send commitments, payments, or legal language.
- Escalate anything mentioning lawsuits, HR, or billing disputes.