Email Automation
Sort agreed messages in a shared inbox, create the next task and prepare a reply for a person to review instead of copying details by hand.
On this page
The process, without the repetitive work.
A connected inbox can sort agreed types of incoming requests, capture key details and create a task. A draft reply can be prepared for a person to review, so routine sorting takes less manual effort without assuming every email should be answered automatically.
We need to agree which inbox and messages are in scope and what details may be stored.
Unclear emails or unsupported attachments stay with a person. Automatically sending replies needs separate approval.
What this automation can handle.
These are possible additions to an agreed workflow. The starting price covers the focused example described below, not every option in this list.
- ↗Classify incoming messages.
- ↗Extract structured information.
- ↗Identify senders.
- ↗Route emails.
- ↗Prepare draft responses.
- ↗Create CRM records.
- ↗Process attachments.
- ↗Send notifications.
- ↗Trigger other workflows.
A clear flow from trigger to result.
To the connected business inbox
For example: sales or support
Sender and reason for contact
In the agreed work tool
Save a draft; do not send it
Edit or decide whether to send
The first example sorts one connected inbox and prepares a draft for human review; more inboxes and automatic sending need separate scope.
An agreed workflow, tested and handed over.
The items below apply to the scope agreed before development begins. Other capabilities on this page are options, not part of every starting project.
From $300
One connected inbox, agreed message categories, one task destination and draft replies for human review.
WHAT SHAPES THE ESTIMATEThe estimate depends on inbox access and message categories.
The starting price covers the limited example above, not every capability on this page. More integrations, AI features or connected workflows are quoted individually. I confirm the final USD price and project-specific timeline after reviewing your tools, access and testing needs, before development begins. Third-party subscriptions, hosting, API usage and optional ongoing support are separate unless agreed.
Common questions.
Can the system draft replies without sending them?＋
Yes. Draft-only workflows are useful when a person should approve the final message.
Can attachments be processed?＋
Supported attachments can be processed if their formats and handling rules are included in the scope.
Can emails create tasks or CRM records?＋
Yes, for the message types and connected tools agreed for the workflow.
Have a similar process?
Tell me what starts the task, which tools you use and what you would like to happen. You do not need a technical plan to begin.
Automate email workflows ↗