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Triage resident and maintenance messages every morning

Sort overnight messages into cases, answer the routine ones from the knowledge base, and stage every reply for approval.

Opsproperty managerProperty managementWeekdays at 7am
Prompt
Read every unread message in [Shared mailbox to triage] since the last run. For each one, bind it to a property and unit, classify it as maintenance, finance, access, complaint, or other, and open or merge a task with the requester and severity. Answer routine questions from the knowledge base. Draft a reply for every message that needs one, flag anything older than [Reply SLA in hours] hours, and stage all replies for approval. Never send.
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 triage brief with a receipt · Weekdays at 7am