Recipes / Email & inbox
Any agentFull setupEmail & inbox

Classify, draft and follow up on a small-business inbox

An agency owner's single inbox gets an AI layer that sorts every message, drafts or sends replies, schedules lead and invoice nudges, and logs everything to a sheet.

Setup time1–5 days
Costn8n + model usage
RunsOn every new email
Needsn8n, Outlook (Graph API), Google Sheets
Last updated2026-10-15
Blog (case study)Source

From 3.5 Hours a Day to 30 Minutes: AI Email Triage in Outlook

by Noah Hailegiorgis · 2025-08-07

✓ Opened with WebFetch on 2026-10-15

Read the original ↗
Part 1 · What the source did

An agency owner's single inbox gets an AI layer that sorts every message, drafts or sends replies, schedules lead and invoice nudges, and logs everything to a sheet.

  • Classifies mail as lead, quote, invoice/payment, support, spam or out-of-office.
  • Sends only low-risk, high-confidence replies; everything else becomes a one-click draft.
  • Schedules lead nudges at +2 and +5 business days and invoice reminders around the due date, stopping on reply.
  • Sends only during business hours, with retries, failure alerts and a Google Sheets log.

Summary written by Agent Cookbook. See the original for the full context.

Part 2 · Our copy-paste version

Adapted by us from what the source described. Fill in the [BRACKETS].

The prompt

For each new email, return JSON only: {"category": "lead|quote|invoice|support|spam|ooo", "confidence": 0-1, "customer": "", "service": "", "summary": "one line", "draft_reply": "in our tone, under 120 words", "follow_up_days": [2,5] or [], "send": false} Rules: "send" may be true only if confidence >= 0.85 AND the email mentions no money, complaints or legal terms. Never invent prices or dates. Use the thread history if present.
🛡
Approval ruleStart with everything as drafts. Allow auto-send only for one narrow, low-risk category after two weeks of clean drafts.

Set it up

  1. Connect the inbox trigger in n8n (or your agent's email tool).
  2. Paste the classifier prompt into the model step.
  3. Route by category: log to a sheet, create drafts, schedule follow-ups.
  4. Run on a copy of last week's mail before going live.

Common failures

⚠
What usually goes wrong
  • Follow-ups keep firing after the customer replied. Stop sequences on any reply.
  • Marketing follow-ups need an opt-out line where the law requires it.

Variations

  • Grok Bot version: run as a routine with Gmail and 'draft only'.
  • Add a weekly sheet summary of response times.

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