Workflow

Inbox Triage

Reduce inbox time with prioritized summaries and draft replies.

Overview

Email overload slows down decision-making and wastes valuable time. Claude Code helps you process your inbox efficiently by connecting via MCP servers, identifying priority messages, extracting action items, and drafting contextual replies. Instead of spending hours reading and responding to emails, you can focus on high-value work while Claude handles the initial triage and response drafting.

When to use

Use this workflow when returning from vacation, processing daily email volume, preparing for meetings, managing support tickets, or handling high-volume customer communication.

Step-by-step process

1

Connect email via MCP

Set up an MCP server to give Claude access to your email. Configure permissions carefully to ensure Claude can read and draft but not send without approval.

"Connect to my Gmail via MCP. I want read-only access initially. Show me the setup steps and required permissions."
2

Define priority senders and topics

Establish rules for what matters most. Identify VIP senders, urgent keywords, and time-sensitive topics that should surface to the top.

"Prioritize: emails from our CEO or investors, anything mentioning 'urgent' or 'deadline', customer escalations, and security alerts. Deprioritize: newsletters, automated reports, and FYI-only messages."
3

Summarize new messages with action items

Have Claude scan unread messages, group by topic or sender, extract key information, and identify what requires your response or action.

"Summarize my last 50 unread emails. Group by: customer issues, internal requests, external partnerships, and informational. For each, extract: who it's from, what they need, and deadline if mentioned."
4

Draft replies for approval

For messages requiring responses, have Claude draft appropriate replies based on context and your communication style. Review and edit before sending.

"Draft replies for the three customer support emails. Use a professional but friendly tone. Acknowledge their issue, explain our solution timeline, and offer next steps."

Example prompts

Processing vacation backlog

"I have 200+ emails from the past week. First, filter out automated notifications and newsletters. Then prioritize by: 1) customer escalations, 2) internal blockers, 3) partnership opportunities. Summarize the top 20 in a table with sender, subject, urgency, and required action."

Daily morning triage

"Review overnight emails. Flag anything from our top 10 customers, board members, or containing 'urgent'. For the rest, create a 3-sentence summary of what happened overnight that I should know about."

Support ticket management

"Analyze the 15 new support tickets. Categorize by: bug report, feature request, account issue, or documentation question. For bug reports, extract: steps to reproduce, expected vs actual behavior, and user impact level."

Preparing for meetings

"I have a meeting with the sales team in 30 minutes. Find all recent emails from sales@ mentioning deals, blockers, or questions. Summarize the context I need before the meeting."

Expected outputs

Priority summary

Ranked list of emails requiring attention, organized by urgency and sender importance with key context for each

Action list

Extracted tasks and deadlines from your emails, formatted as a checklist with owners and due dates

Draft replies

Pre-written responses matching your tone and style, ready for review and sending with minimal editing

Categorized archive

Organized grouping of informational emails by topic, saving you time while ensuring nothing important is missed

Best practices

Start with read-only access when setting up MCP—don't grant send permissions until you trust the workflow
Define clear priority rules upfront so Claude knows what matters most in your role and context
Review all draft replies before sending—Claude should accelerate, not replace, your communication
Use this workflow consistently to train Claude on your communication style and preferences
Set boundaries on after-hours triage to maintain work-life balance—inbox zero isn't worth burnout

Common pitfalls

Granting too much access initially

Solution: Start with read-only, then gradually add draft permissions. Never grant auto-send without explicit approval gates.

Not reviewing drafted replies

Solution: Always read drafts before sending. Claude doesn't have full context on sensitive topics, relationships, or politics.

Over-automating personal communication

Solution: Use triage for high-volume operational emails. Write personal messages to key relationships yourself—authenticity matters.

Pro tips

Create response templates for common scenarios

""Create draft templates for: bug report acknowledgments, feature request thank-yous, and customer escalation responses. Include placeholders for specific details.""

Set up automated morning briefs

""Every weekday at 8am, generate a summary of overnight emails. Send it to me via Slack so I see priorities before opening my inbox.""

Use sentiment analysis for customer emails

""Analyze the tone of customer emails. Flag anything angry or frustrated in red, neutral in yellow, and positive in green. Prioritize angry messages first.""

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