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Personal productivityEnrich and routePersonal

Personal inbox action triage

Find messages that require action, draft the next step, and leave sending to you.

What this workflow does

Find messages that require action, draft the next step, and leave sending to you. It resolves identity, enriches the case with approved evidence, and shows why the proposed route is appropriate before anything is assigned.

What you gain

Important messages stop getting buried.

What the AI agent changes

How this worked before

Rule-based routing handled only clean, predefined fields and broke when the request was incomplete or written in natural language.

What the AI agent changes

The agent can interpret unstructured context, gather missing evidence, explain its recommendation, and pause when confidence is low.

Agent trigger

A new email arrives or the daily inbox review starts.

Inputs

  • Process context: email threads, contacts, deadlines, and prior replies
  • Approved policies, ownership, and exception rules

Agent flow

  1. 1

    Resolve the case identity and validate source freshness.

  2. 2

    Enrich the case with approved context and show every scoring signal.

  3. 3

    Prepare a prioritized action, reminder, or draft reply with confidence and exceptions.

  4. 4

    Create the approved assignment and notify its owner.

Human decisions

After step 3

The accountable process owner approves a prioritized action, reminder, or draft reply.

Outcome

  • Reviewed personal action list
  • Evidence, exceptions, and audit trail

Guardrails

  • Do not route low-confidence identity matches automatically.
  • Use an allowlist of destinations and writable fields.

Risks and mitigations

A wrong identity match can send a case to the wrong owner.

Require deterministic identifiers and expose the routing rationale.

Sources and evidence