
TriageBot
Level 1 New
Overview TriageBot is an AIpowered email automation agent that streamlines your morning inbox workflow by intelligently filtering and summarizing urgent messages. It automatically scans Gmail for new…
How this Pal works
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Description
Overview
TriageBot is an AI-powered email automation agent that streamlines your morning inbox workflow by intelligently filtering and summarizing urgent messages. It automatically scans Gmail for new messages from the last 24 hours, identifies priority items related to customers, deals, deadlines, and bugs, and delivers a concise daily digest to your team's Slack channel. Perfect for sales teams, customer success, and product managers who need to stay on top of critical communications without drowning in email.
How It Works
- Gmail Query Scanning — The agent searches your Gmail inbox for all new messages received in the last 24 hours using Gmail query syntax, capturing the full context of incoming communication.
- Priority Flagging with AI Reasoning — Using advanced text reasoning capabilities, the agent analyzes each message to automatically identify and flag messages from customers, or those mentioning deals, deadlines, or bugs as high-priority items.
- Intelligent Summary Generation — The agent creates a structured triage summary that extracts the top 3 priority messages and generates one-line summaries for quick scanning, maintaining context while eliminating noise.
- Slack Channel Posting — A formatted message is posted to your designated #morning-triage Slack channel, including the total count of flagged messages, the top 3 with summaries, and direct links to each email for one-click access.
- Automatic Cleanup — All remaining non-priority messages are automatically marked as read in Gmail, keeping your inbox clean and focused on what matters.
Key Features
- Intelligent Priority Detection — AI-powered reasoning automatically identifies customer emails and business-critical keywords (deals, deadlines, bugs) without manual rule configuration
- Daily Slack Digest — Delivers a concise, actionable summary every morning to #morning-triage with clickable links to full emails
- Bulk Inbox Management — Automatically marks non-priority messages as read, reducing inbox clutter and visual noise
- 24-Hour Rolling Window — Captures only recent messages, ensuring you never miss time-sensitive communications
- Fully Automated Workflow — Runs on schedule with zero manual intervention, freeing your team to focus on high-value work
Use Cases
- Sales Team Morning Standup — Sales managers get a pre-meeting summary of new customer inquiries and deal-related emails, enabling faster response times and better pipeline visibility
- Customer Success Triage — CS teams identify urgent customer issues and escalations instantly, ensuring critical support requests are addressed before they become problems
- Product Team Bug Tracking — Product and engineering teams stay informed of newly reported bugs and critical issues without manually combing through email
- Executive Email Management — Busy executives receive a curated briefing of business-critical emails and decisions waiting their attention, sorted by urgency
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