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Agentic Workflow

AI Email Triage &
Response Drafting

An autonomous agent that reads every incoming email, understands intent, enriches with CRM data, drafts contextual responses, and routes intelligently — in under 60 seconds.

1
📨

Email Arrives

New emails are detected in real-time via Gmail API push notifications or IMAP polling every 2 minutes. The agent fetches the full message, headers, and attachments metadata.

Gmail API IMAP Webhooks
2
🧠

AI Classification & Priority Scoring

Claude analyzes the email content, sender context, and tone to assign a category, subcategory, priority level, and confidence score. Flags like legal language, competitor mentions, or phishing attempts are detected automatically.

New Lead Existing Client Vendor Internal Spam
Claude API Confidence Scoring
3
🔗

CRM Enrichment

The sender is matched against your CRM contacts. If found, the agent pulls active deals, account status, last interaction, and project context — giving the AI the full picture before drafting a reply.

HubSpot Salesforce Pipedrive
4
✍️

Context-Aware Response Drafting

Using your brand voice, CRM context, and category-specific templates, the AI drafts a natural, personalized reply. Leads get a warm intro with a CTA. Clients get project-specific acknowledgments. Complaints get empathy-first responses.

Brand Voice Templates Tone Matching
5
🔀

Intelligent Routing

Based on classification, confidence, and risk level, the agent decides exactly what to do with each email and its draft response.

Auto-Send

High confidence, low risk. Simple acknowledgments, vendor declines, FAQ replies. Sent automatically.

👁️

Queue for Review

New leads, complaints, pricing topics, legal language. Draft is ready — human approves or edits before sending.

↗️

Forward

Routed to the right team member — sales, support, or accounting — based on configurable rules.

🗄️

Archive

Newsletters, spam, and irrelevant noise. Labeled, archived, and out of your inbox silently.

6
📊

Notify, Log & Update CRM

Urgent items and new leads trigger instant Slack notifications with a draft preview and approve/edit/reject buttons. Every action is logged. Gmail labels are applied automatically for easy filtering.

Slack Gmail Labels Audit Log
< 60s
Email to draft response
6
Classification categories
4
Priority levels
24/7
Autonomous operation