Email triage
AI email triage for Gmail and Outlook
Every new email is filed under the label or folder it belongs in, from one line you write per label. Then it gets forwarded, archived or a drafted reply.
Dana Ortiz9:41 AM
Charged twice for invoice 2231
Hi, our card was charged twice for invoice 2231 this morning. Can you refund the duplicate? Thanks, Dana
Sorted
- Label: Billing, "payment problems and refund requests"
- Forwarded to accounts@
Posted to #billing
Inbox5 newSorted by InboxPilot
- Dana OrtizCharged twice for invoice 2231BillingForwarded to accounts@
- Tom BeckerQuote for 200 units of part 88-BQuotesDraft ready
- Priya NairWhere is my order #7731?Order statusDraft ready
- ShopifyOrder #4410 confirmedOrdersLogged to Google Sheets
- Weekly Ops DigestThis week in logisticsNewslettersArchived
Gmail
Outlook
Google Sheets
Shopify
Notion
Pipedrive- Slack
Zendesk
Sorted by what the email asks, not by keywords
Order status
Filed by meaning
"Has it shipped?" and "where's my order" end up under the same label.
Forwarded to accounts@#sales
#salesSent to whoever handles it
Billing forwarded to accounts@, quote requests posted to a Slack channel.
Logged to the Orders sheetNoise cleared away
Confirmations get logged to a sheet or archived. What's left is what needs a person.
Features
One line per label
Describe each label the way you'd brief a new hire. InboxPilot suggests a first version from the mail you already have, and you edit it.
Your labels
- Billing“payment problems, invoices and refund requests”
- Quotes“anyone asking for a price or a quote”
- Order status“customers asking where their order is”
- Newsletters“digests and marketing email”
Wording doesn't matter
Gmail filters and Outlook rules match senders and keywords. A label description matches meaning, so customers can phrase a request any way they like.
- Where is my order #7731?
- Has my package left the warehouse yet?
- Still waiting on delivery, any update?
Your labels and folders, never new ones
Gmail email gets the label; Outlook email moves to the folder. Each email gets at most one, and only on a clear match, so anything ambiguous stays where it landed.
Inbox4 newSorted by InboxPilot
- Tom BeckerQuote for 200 units of part 88-BQuotesDraft ready
- Dana OrtizCharged twice for invoice 2231BillingForwarded to accounts@
- Priya NairWhere is my order #7731?Order statusDraft ready
- Weekly Ops DigestThis week in logisticsNewslettersArchived
Then forward, archive or reply
A workflow runs after the label. Forward billing to accounts@, archive digests, post quote requests to Slack, or draft the answer.
Your instruction
“When a customer asks about a payment or a refund, label it Billing, forward it to accounts@ and mark it as read.”
When
New email that matches the Billing label
Checks
AI checks the email against the Billing description: payment problems and refund requests
Then
- Apply the Billing label
- Forward the thread to accounts@
- Mark it as read in the shared inbox