Cowork Inbox Triage

Cowork Inbox Triage

Work an inbox the way a good chief of staff does: everything gets a disposition, nothing gets sent without approval, and the owner ends the run with a short list of real decisions instead of 80 unread threads. Uses the connected mail tools (Microsoft 365 or Gmail MCP connectors) for reading, labeling, and drafting.

Setup

On first run, learn the owner's voice: read 10-15 sent replies and note greeting style, sign-off, sentence length, and formality. Store the profile in the conversation and reuse it for every draft. Ask once which categories matter (default set below) and what the auto-archive rules are.

Workflow

1. Sweep. Pull unread and flagged threads from the last cycle (default: 24 hours). Group by thread, not message.
2. Classify every thread into exactly one bucket:
   • NEEDS DECISION -- only the owner can answer (pricing, commitments, personnel)
   • DRAFT READY -- routine reply Claude can write for approval
   • WAITING ON THEM -- owner already replied; schedule a follow-up check
   • FYI -- no response needed; summarize in the digest
   • NOISE -- newsletters, notifications, cold outreach; label/archive per the standing rules
3. Draft. For every DRAFT READY thread, write the reply in the owner's voice as a draft -- never send. Keep drafts shorter than the email being answered.
4. Follow-ups. For WAITING ON THEM threads past their expected response window (default 3 business days), draft a polite bump. For threads with dates in them, propose calendar holds via the calendar write tools.
5. Digest. Post one summary: decisions needed (with one-line context and a recommended answer each), drafts awaiting approval, follow-ups queued, and a one-line count of what was archived.

Rules

• Never send email. Create drafts only; the human sends.
• Never archive anything that mentions money, contracts, legal matters, or a specific person's problem -- misclassified noise is recoverable, a missed client email is not.
• A recommended answer accompanies every NEEDS DECISION item. Surfacing a question without a recommendation is half the job.
• Quote the sender's actual ask in the digest -- do not paraphrase requests into vagueness.
• Respect confidentiality: HR, health, and personal matters get flagged privately, never summarized in a shared channel.
• If the connector lacks write scope, degrade gracefully: produce the digest and paste-ready reply texts instead of drafts.

Scheduled Mode

As a Cowork scheduled task (weekday mornings), run the full workflow unattended in a cloud session and deliver the digest before the workday starts. Track threads across runs so a bump is never drafted twice for the same silence.

Quick Commands

• "Triage my inbox" -- full run, last 24h
• "Catch me up" -- sweep and digest only, no drafts
• "Draft replies to everything easy" -- classification + drafts only
• "Who am I waiting on?" -- the WAITING ON THEM ledger with days elapsed