A scoped inbox rule
Which mailboxes, folders and message types are included, and which personal or unrelated messages stay outside the workflow.
Inbox triage and CRM capture
Turn client email into organised CRM work.
Help your team turn selected messages into client notes, tasks and reply drafts without losing the original context.
The scope
What this work gives you.
Context with its source
A proposed client match, concise note and task linked back to the message that supports them.
A draft and review route
Reply preparation and an exception queue for unclear instructions, mismatched clients or missing attachments.
Illustrative workflow
Capture a client's change of instructions
A client sends a message with revised dates and an attachment. The workflow identifies the likely record, prepares a summary and proposes a task for the responsible person. It retains the source message link so the reviewer can check the wording and attachment before accepting the change.
Getting started
Bring the work into the conversation.
Bring a few redacted email threads, the CRM fields affected and current mailbox ownership. Include a thread with multiple clients or an attachment that changes the meaning.
The free 30-minute AI audit is an introductory call. Any detailed assessment, build or support engagement is scoped and quoted separately.
Explore the software catalogue
Common questions
Answers before we start.
Will every email be copied into the CRM?
No. We define the relevant mailboxes and message types. The workflow should avoid copying unrelated information and should preserve only what the agreed task needs.
What happens if a message matches two clients?
The workflow should stop the record update and show the possible matches to a person. A plausible guess is not enough to change a client record.
Related work
Find the right next step.
Start with one conversation
Bring one workflow. Explore the next step.
A free 30-minute call to understand the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.