Email triage for marketing and communication agencies
An agency project manager’s inbox is a pinball machine: client requests, creative back-and-forth, proof approvals, platform notifications. The real urgencies — an unhappy client, an awaited proof — drown in the rest. The agent sorts and surfaces what commits the agency.
In your day-to-day
- 01
Detecting proof approvals and feedback, with automatic follow-up of the client the schedule depends on.
- 02
Routing client requests to the right project manager, with the account and deliverable concerned identified.
- 03
Priority flagging of client-dissatisfaction signals, before irritation turns into a termination notice.
How it works
- 1
Measure before sorting
We start by measuring the real flow: who writes, about what, what actually needs action. Sorting rules are built on that data — not on impressions.
- 2
Sort, extract, route
The agent classifies each message, extracts the useful data (references, amounts, deadlines) into your tools, and routes to the right person. Urgent items are flagged within minutes.
- 3
Answer the recurring
Acknowledgements, document requests, standard questions: the agent replies on its own within the approved fence. The rest lands pre-qualified in your team’s queue.
Typical results
95%
of messages classified and routed with no human involved
4 min
between an urgent message arriving and being flagged
0
client requests lost in the pile
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Every project manager runs their inbox their own way — how does the agent fit in?+
It does not reorganise personal inboxes: it starts on the shared ones (contact, client accounts) and proposes a sorting anyone can follow. Adoption comes from usefulness, not constraint.
Can it chase a client who owes us a proof approval?+
Yes, it is an ideal case: a courteous reminder at D+2 then D+5, with the deliverable link, and an alert to the project manager if the silence threatens the schedule. Administrative chasing stops wearing down the relationship.
What if the agent misclassifies an important message?+
Rules are calibrated on your real flow and start in assisted mode: the agent proposes, your team validates, the agent learns. Autonomous sorting is only switched on once reliability is demonstrated — and everything stays browsable, nothing is deleted.
Does it work with Gmail, Outlook, a shared inbox?+
Yes — Gmail, Microsoft 365, IMAP, shared inboxes and aliases. The agent works inside your existing mailbox, without changing the address your clients know.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic