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Inbox Triage Agent
Read. Sorted. Routed. Drafted. Inside your Outlook, calendar and CRM.
Your deals inbox is watched around the clock: new mail is triaged, urgent threads are flagged, and replies land in your drafts folder. Sending stays a human act.
- Outlook
- Calendar
- CRM
Replies stay in Drafts until you send
What the video shows
- A stream of email lands in your inbox.
- Each email gets a next step and an owner: no action, a route (forward to investor relations, add to the conference tracker, hand to the NDA or Deal Intake agent, save a research report, send a receipt to expenses) or a drafted reply.
- Replies wait in your Drafts folder with the context they need, such as why a deal was passed. You edit and press send.
- What’s left in the inbox is what only you can answer.