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Sorting the inbox and capturing into the files
An inbox sorted every morning, files kept current with no re-typing.
read for
this case applies to construction · saas · publishing & culture · consulting · it reads in each one's own wordsyour agent otooto connected
Sort the emails that came in since yesterday and file what concerns our open files.
ooto · gmail · readingdone
$ gmail_message --depuis hier
→ 38 emails read and sorted
ooto · files · updatedone
$ doc_patch --dossiers concernes
→ 6 files completed
Six files completed, four reply drafts ready, two emails for you to handle: a complaint and a request for a payment extension.
today
Quote requests, supplier confirmations and client photos buried in the inbox.
Quote requests, delivery confirmations, photos sent by clients: everything comes in by email, and none of it reaches the job's file.
with the agent
Emails filed, useful facts stored, routine replies ready.
It reads incoming emails, sorts them, files the useful facts into the relevant records (client, project, supplier), and drafts routine replies.
for example, constructionA delivery confirmation filed under the right job, a quote request turned into a client file.
- 01Read and sort. Requests, follow-ups, invoices, information, ads.
- 02File the facts. Into the client's, project's, or supplier's file.
- 03Draft the replies. Drafts for routine requests, never sent on their own.
- 04Flag the rest. The short list of what a person needs to handle.
it readsemaildrive
what comes out
Files up to date, reply drafts, emails for a person to handle.
inbox · sorted this morningsample
supplier confirmationfiled
client photosrecord
callback requestto handle
the gain
An inbox sorted every morning and files kept current with no re-typing.
To get started: Agree to let the agent read the inbox.
try it on a real case →your case
tell us what you'd rather stop doing.
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
write to alexis →reply within 48 h, in english or french.