Skip to content
echtsquad
AI Agents & Automation

AI Email Triage

Incoming emails are read, sorted, prioritised and routed to the right person automatically, with a draft reply where it helps.

The problem

A shared inbox like info@ or office@ mixes enquiries, invoices, job applications and spam. Someone has to open every message, classify it and pass it on before any real work starts. Urgent items get buried, and nobody knows for sure who has already replied.

What is included

  • Categories and routing rules agreed together
  • AI classification by topic, urgency and sender
  • Automatic labelling, filing and forwarding
  • Extraction of key details such as customer number, order or deadline
  • Draft replies for recurring requests
  • Handover to CRM, help desk or task list
  • Optional: regular checks on sorting quality

What you get

  • Triage workflow running on your inbox
  • Documented categories and rules
  • Reply templates for common requests
  • Log of every automated action
  • Onboarding for your team

Process

How it works

  1. 01

    Review the inbox

    We look at the emails you receive and who handles them today.

  2. 02

    Build the rules

    We define categories, priorities and routing and implement them in the workflow.

  3. 03

    Run in parallel

    At first the AI only pre-sorts, and your team checks and corrects the assignments.

  4. 04

    Hand over

    Once sorting is reliable, triage runs automatically. Unclear cases land in a dedicated folder.

Examples

Related projects and demos

Klarbord
Live demoSaaS / software concept

Klarbord

Business dashboard of a fictional SaaS app: customers, invoices, workflow runs and KPIs with sample data, search, filters and status – a concept for internal tools and customer portals.

FAQ

Questions about this service

Does the AI send emails on its own?

Not by default. It sorts, routes and creates draft replies. Whether specific, clearly defined replies may go out automatically is your decision.

How is email content processed in line with GDPR?

We use AI providers with data processing agreements whose API data is not used for training, or a self-hosted n8n server in the EU if you prefer. Which data gets processed is documented.

What if an email is sorted incorrectly?

Uncertain cases do not vanish; they go to a "Please review" folder. We use your team's corrections to sharpen the rules.

Intro call

AI Email Triage – let’s get started.

In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.