What should your inbox help you handle?

Classify incoming requests, add customer context and propose a named owner and next action for review.

A customer email arrives in a shared inbox. → email agent → A proposed owner and next step return to the team.

Human step: A person confirms the owner and what happens next.

Turn a scanned legal letter into a structured summary, then let a lawyer correct and approve deadlines and the proposed calendar entry.

A scanned legal letter and its deadline arrive by email. → email agent → A structured summary and a proposed calendar entry return in the thread.

Human step: A lawyer checks the deadline and addressee, then approves the calendar entry.

Surface contracts approaching renewal and let the account owner choose and record the next step.

A contract enters its renewal window. → email agent → A review offers email, call, visit or no-action choices.

Human step: The account owner chooses and records the next step.

Collect the required information, review completeness with an owner and prepare the approved customer record and first appointment.

A new customer sends information and documents over several replies. → email agent → A completed checklist, a prepared customer record and a first appointment are ready.

Human step: An owner confirms completeness and approves the customer record.

Identify inactive relationships, apply exclusions and ask the owner whether and how to reconnect.

A scheduled review finds a customer with no recent meaningful activity. → email agent → A short review offers email, call, visit or no action.

Human step: The account owner decides whether and how to reconnect.

Prepare a bounded outreach sequence, handle replies with human oversight and hand interested prospects to meeting booking.

An approved contact list and a prospect’s reply enter the conversation. → email agent → One prepared message, at most one follow-up or a meeting request leaves the review.

Human step: An owner approves the outreach and reviews unclear replies.

Offer suitable times in the existing thread and prepare the approved calendar invitation and activity record.

A prospect asks for a meeting or accepts a proposed time by email. → email agent → Suitable times, then an approved calendar invitation and activity record, are prepared.

Human step: A person approves the final time before the invitation goes out.

Track received attachments against a checklist, request only what is still missing and route the dossier for human review.

Documents arrive as attachments over several email replies. → email agent → Only the remaining items are requested, then the dossier is ready for review.

Human step: A reviewer decides whether the dossier is sufficient and closes it.

Answer prospect questions from approved public documentation, or hand the question to an owner when the answer is not there.

A prospect emails a question about your offer or documentation. → email agent → An answer from approved public documentation or a handover to an owner is prepared.

Human step: An owner takes over when the documentation does not contain the answer.

Structure incoming quote requests, ask for missing details and prepare the opportunity and quote information for review.

A quote request arrives with products, quantities, a deadline or an attachment. → email agent → A clarified request, prepared quote details and an opportunity draft are ready.

Human step: A salesperson checks the details and approves any quote before it is sent.

Prepare owner-approved payment reminders and pause the conversation when a reply needs human attention.

An overdue invoice or a customer’s reply enters the follow-up. → email agent → An approved payment reminder or a paused conversation is prepared.

Human step: An owner approves the wording and handles disputes or payment proof.

Extract commitments from sales conversations and help the representative confirm, remember and close each follow-up.

A sales email contains a promise or a follow-up date. → email agent → A confirmed reminder and a completed activity record close the loop.

Human step: The representative confirms or edits each commitment and marks it complete.

Request missing or expired documents and prepare the refreshed file for compliance review.

Expired or missing documents and the customer’s replies enter the refresh. → email agent → A refreshed file is marked complete and ready for compliance review.

Human step: A compliance reviewer decides whether the file is acceptable.

Turn confirmed dates into proposed calendar events and reminders for human approval.

A customer confirms an appointment or deadline in an email thread. → email agent → A proposed calendar event and reminder are ready.

Human step: A person approves the date before anything is added to the calendar.

Match replies and attachments to a checklist and report when a dossier is complete and ready for review.

A document checklist, replies and attachments arrive over several emails. → email agent → A precise remaining-items list, then a complete dossier, is prepared for review.

Human step: A reviewer decides that the dossier is sufficient and closes it.