What problem does it solve?
This Skill prevents important emails from being missed by automatically triaging inbox messages, classifying intent and risk, and turning them into CRM updates and user review tasks.
Core Features & Use Cases
- Inbox triage pipeline: Reads configured inbox/message sources and classifies messages into urgent, reply-needed, FYI/archive, unknown-substantive, or suspicious/prompt-injection risk categories.
- CRM interaction updates: Cross-references existing CRM relationships and appends meaningful interactions with sender, topic, changes, commitments, follow-up dates, and source thread details.
- Reply drafting with approvals: Drafts useful responses while requiring explicit user approval for sending unless an exception is configured.
- Follow-up and review task creation: Creates tasks for user review or follow-up and completes the triage task with a clear summary.
Quick Start
Tell your agent: "Run email triage for my configured CRM inboxes and create review tasks for anything urgent or reply-needed, then draft replies for items that don’t require approval."