Automation guide
Automate your company’s email and communications
Email is where your team loses the hours that show up in no report: reading, sorting, forwarding, answering the same thing for the tenth time. It isn’t a volume problem, it’s that nobody has ordered it. Here’s which email and communication jobs can actually be automated, which pay off first, and how to choose where to start.
The catalog
What you can automate here
The jobs in this area, grouped by family. The ones with a solution already built are linked; the rest are queued.
Shared inboxes
- Classify emails in a shared inbox
- Prioritize incoming messages
- Route emails to owners
- Separate spam and cold outreach
- Extract tasks and deadlines from emails
- Flag emails still unanswered
Drafting and replies
- Draft context-aware replies
- Answer repetitive emails
- Personalize bulk replies
- Request approval before sending
- Send follow-up reminders
- Translate email correspondence
Internal communication
- Summarize long email threads
- Create daily or weekly digests
- Log decisions made over email
- Alert each team to relevant messages
- Distribute announcements by audience
- Track read or delivery receipts
Calendar and meetings
- Schedule meetings across calendars
- Propose times and reschedule meetings
- Prepare agendas with available context
- Transcribe and summarize meetings
- Extract decisions and action items from meetings
- Send minutes and follow-ups
How to choose
Where to start
Start where the pain is daily and the criteria are clear: if you have a shared inbox that clogs up, classifying and routing is the fastest lever; if the team rewrites the same replies, automate the most repeated email types first. Leave for later anything that needs human judgment or data the AI can’t look up. Simple rule: automate triage before the reply, and the reply before the conversation.
Frequently asked questions
With triage of a shared inbox (info@, sales@, support@): classifying each email by type and priority and routing it to the right owner frees the most hours and carries the least risk, because it writes nothing —it just sorts. Once the inbox is clean, the next step is automating the reply for the most repeated email types. Doing it the other way around —replying before sorting— multiplies the errors.
No, unless you decide so per email type. The norm is to start with a safety net: on sensitive cases the AI proposes the reply and a person approves it, and you only release autonomy for the types where accuracy is high and risk is low. Everything is measured and traced, so if something is answered wrong you see it, fix the rule, and it doesn’t repeat.
Yes. It’s built on your Google Workspace or Microsoft 365 and on the inboxes, labels and folders you already use, without asking you to switch email. If you route into a helpdesk or CRM (Zendesk, Freshdesk, Front, HubSpot), it connects too.
Shall we build it in your business?
You’ve pinned the area. We pick the first job and leave it running.