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Triage and label the shared inbox every morning

Cases opened, duplicates merged, waiting states set, and replies drafted, without anything leaving the company.

OpsoperatorsupportGeneral businessDaily at 7am
Prompt
Process every unread message in [Shared mailbox]. Apply one label from [Label scheme], open or merge a case for anything that needs work, set waiting states where we are blocked on someone, and draft replies for messages that need an answer. Summarize what was filed, what needs a human, and what was ignored. Stage all replies for approval.
Works with
Use this template Save as workflow
How Company OS runs it

Drafts, then waits. Anything that leaves the company is staged for your approval.

Run details

Agent rin · Approvals external communication · Output inbox triage summary with a receipt · Daily at 7am