AI workflows for inbox management.
Sorting an executive's email into what needs them, what someone else can answer and what can wait, under written rules.
Who does this work
- Executive assistant
- Administrative assistant
- Correspondence coordinator
1 workflow template ready to adapt, and 3 workflows identified.
Updated
Examples of the workflows identified
- Triage an inbox
- Prepare the daily desk briefIllustrative
- Write the inbox handling rulesIllustrative
The workflows identified
Marked illustrative: an example of the work, identified, with no workflow template yet.
Prepare the daily desk briefGives the executive a start-of-day brief of meetings, pending replies, open commitments and missing context.Illustrative · not built yet
Write the inbox handling rulesCaptures the rules behind inbox triage (priority contacts, escalations, filing and reply style) as a guide for whoever handles the inbox.Illustrative · not built yet
Workflow templates
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Where to go next
All of executive assistanceThe broader area this belongs to, with its workflows.All of executive and office supportEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.
Also within executive assistance
Other areas of executive and office support