Office & admin

An inbox that's sorted before coffee

Every new email gets read, labeled and flagged, and the routine ones get a reply drafted in your voice. You open your inbox to a short list of what actually needs you.

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At a glance

Email & Inbox Automation

Starting at: $3,500 per workflow
Typical timeline: Most are live in 1–2 weeks, after a test run on your real inbox
Works with: GmailOutlookGoogle WorkspaceMicrosoft 365Claude +4 more

Set up in person, on your own accounts

What it is

In plain English

For most small businesses, email is where the work comes in and where it gets lost. The new customer who wrote at night sits under a supplier flyer, three bid-site notices and a shipping update. By the time you find it, they’ve called someone else.

We set up AI inside your own Gmail or Outlook that reads each new email the way a sharp office assistant would. It figures out what the email is, who it’s from and whether it can wait. It files it, flags the ones that matter and writes a first draft for the routine ones: “Yes, we can come look at it Thursday morning.” “Here’s the W-9 you asked for.” “Thanks, invoice received.”

Where a person takes over. You still decide what goes out. Drafts sit in your drafts folder until you send them, and anything touchy (a complaint, a legal letter, a money dispute) is flagged for you and left alone. Over time you can tell it to handle more, or less.

Built around how you already sort. We start by going through your inbox with you. Maybe you want bid invites in their own folder, or anything from your three biggest customers flagged right away. That becomes the rule set. There’s no new app to learn. It’s the same inbox, just tidier, every morning.

If the bigger problem is calls and texts rather than email, look at the AI Receptionist. If leads come in fine but nobody follows up, that’s Lead Follow-Up Automation.

What’s included

What you get

Set up on your accounts, tested with your real work, and explained to your team before we call it done.

Automatic labels for leads, customers, invoices and bills, vendors and junk, set up the way you sort, not a generic list
Priority flags for the email that can't wait: a new lead, an upset customer, a payment problem, a deadline
Replies drafted in your voice for routine email, saved as drafts for you to read, change and send
A morning summary: what came in overnight, what needs you and what's already handled
Bills and invoices pulled out and filed, or passed to the person who pays them
Rules for what the AI never touches, like legal letters, money disputes or anything marked personal
Built on your own Gmail or Outlook and tested on your real email before it goes live
Training and a written how-to so your team can adjust the rules later

How it works

One example, step by step

A typical setup. We shape every step around how your business already runs, and you approve anything that goes out.

Example workflow

Email & Inbox Automation, start to finish

Step 1

Email arrives

At 9:15 PM a homeowner in Delmar writes in about a sagging porch and asks if you can take a look.
Step 2

Read & sort

The AI reads it, labels it as a new lead and flags it high priority.
Step 3

Draft

It writes a friendly reply in your voice asking for photos and the address, and saves it as a draft.
Step 4

Summary

Your morning summary lists it first: one new lead, reply drafted, waiting on you.
Result

You send

You read it, change a word and hit send. Nothing goes to a customer without you.

Tools, timing & price

What it takes to get it running

Tools we use

Gmail
Outlook
Google Workspace
Microsoft 365
Claude
ChatGPT
Gemini
Zapier
Make

We’re not a reseller or partner of any of these companies. You sign up in your own name, and we set it up and train you on it.

Typical timeline

Most are live in 1–2 weeks, after a test run on your real inbox.

Counted from the day you approve the written plan. We test with your real work before anything goes live.

Starting at

$3,500 per workflow

Automation Build

Final price after the audit. Any AI usage fees are billed to you directly by the vendor, with no markup.

You own every account and file
No long-term contract

Book a free visit All pricing

See it work

Try it with sample data

Ten messy emails sorted into leads, customers, bills, vendors and junk — with replies drafted.

All demos

Inbox Triage

Sample data

Sam’s inbox Sample

Monday, 7:12 AM · 6 new since Friday · Sample Masonry & Repair

Inbox

6 unread

Sample Equipment Rental

PAST DUE - 2nd notice - Acct 20931 – Our records show invoice 88120 (skid steer, September) is 15 days past due. A late fee will be added after Friday…
6:30 AM
Dana K.

quote for front steps?? – hi, got your name from my neighbor on Elm. our front steps are crumbling and my mother-in-law almost tripped sunday…
Sun 9:48 PM
Acct Security Team

URGENT!!! your mailbox will be DELETED in 24hrs – Dear user, we detected unusual activity. Verify your password now to avoid losing all messages. Click here…
Sun 3:12 AM
Linda P.

Still waiting on the gate (2nd email) – I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday…
Sat 5:47 PM
Mark T.

RE: RE: Thursday – Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us…
Fri 6:15 PM
Hudson Sample Lumber

Price changes effective the 1st – Due to rising mill costs, pricing on treated lumber and bagged concrete mix will change on the 1st. Updated sheet attached…
Fri 4:40 PM
+ 0 more