Email & Inbox Automation

Your inbox is a queue nobody is managing

Enquiries, orders, invoices, support requests, and internal noise all landing in the same place, sorted by nothing except when they arrived. We build the layer that reads what comes in, files it, routes it to the right person, drafts the replies that are obvious, and logs it where it belongs.

Most builds live in 2 weeks · Nothing sends without your rules

Before214

Everything looks urgent.

After6
Needs you6
Routed & logged to CRM12
Invoices filed9
Newsletters archived187

6 items actually need you.

Trusted by teams in the US, UK, and India

SiddhrajSiddhraj
UnoloftUnoloft
KofekoKofeko
3nStar3nStar
VedaVeda
CerataCerata
ShubhamShubham
Consultup IndiaConsultup India
navdrin
SiddhrajSiddhraj
UnoloftUnoloft
KofekoKofeko
3nStar3nStar
VedaVeda
CerataCerata
ShubhamShubham
Consultup IndiaConsultup India
navdrin
What We Automate

Pick the inbox that sounds like yours

Enquiry capture and routing

New business emails identified the moment they arrive, enriched, logged to the CRM as a lead, and routed to whoever owns that service line, with a first acknowledgement sent inside a minute instead of whenever someone next opens the inbox.

Client request triage

Client mail sorted by account and urgency, with the ones that reference a deadline, a complaint, or a scope change pushed to the top and flagged in Slack.

Approval and feedback chasing

Sent work that hasn't been replied to gets followed up automatically on your schedule, in your voice, until someone responds, so nobody has to keep a mental list of who owes you an answer.

Status replies that write themselves

“Where are we on X?” arrives, the system pulls the current state from your project tool and drafts the answer for a two-second review.

One inbox, one day

9:00am

Before

60 new messages overnight. Fifteen minutes spent reading everything once just to work out what's actually urgent, and the sales enquiry from 11pm is on the third screen down.

After

Six things in the lane marked for you. Everything else is filed, logged, or already acknowledged. The 11pm enquiry got a reply at 11:01pm and is sitting in the CRM.

2:00pm

Before

An invoice, three newsletters, a supplier update, and a client complaint arrive in the same ten minutes and all look identical in the list.

After

The invoice is extracted and posted. The newsletters are archived. The supplier update is filed. The complaint is in Slack with the account history attached, because that one couldn't wait until you next checked.

6:00pm

Before

Four threads still unanswered because they needed information from another system and nobody had time to go and get it.

After

Drafted with that information already pulled in, waiting for a read and a send.

Nothing here is exotic. It's the sorting your team already does in their head, thirty times a day, the only reason it hasn't been automated is that nobody's had a spare week to write the rules down properly.

You decide what sends itself. We default to nothing.

The fear is reasonable: an automation replying to a client in your name, confidently and wrongly. So the send permission is a setting per message type, and every build starts with all of them off.

Auto-send

Suits mail where being wrong is nearly impossible and being slow is costly: acknowledgements, order status pulled from your own store data, out-of-office handling, internal routing confirmations.

Draft for review

Suits everything with judgement in it. The reply is written, with the relevant context already pulled from your CRM or project tool, sitting in the thread waiting for a read. Five seconds instead of five minutes, and a human still pressed send.

Never touched

A valid setting, and some clients keep it on their most sensitive accounts permanently. Sorting, routing, and logging still happen, the replies just stay human.

Every automated message is logged, and you can see exactly what went out, when, and why the system classified it that way. An automation you can't audit isn't a time saving, it's a liability.

Four steps, about two weeks

01

We read your last month of mail

2 days

With your permission and under NDA, we look at what actually arrives: the categories, the volumes, and the replies your team writes over and over. You get that breakdown whether or not you hire us, and it usually surprises people.

02

Rules, routing, and tone

2 days

A written map of every category, where it goes, who owns it, and which ones may reply on their own. Your existing replies become the tone reference, so drafts sound like your team rather than like a chatbot.

03

Build and shadow-run

1 week

We build it, then run it silently alongside your real inbox without sending anything. You compare what it would have done against what your team actually did. Nothing goes live until that comparison looks right to you.

04

Live, then tuned

ongoing

Switched on category by category, starting with the safest. Misroutes get corrected and the rules tighten over the first few weeks. The monthly plan covers that tuning, plus new categories as your mail changes.

It works inside the inbox you already use

No new platform, no migration, no asking your team to check somewhere else.

Email and calendar

Gmail and Google Workspace
Outlook and Microsoft 365
IMAP
Google and Outlook Calendar

Shared inbox and helpdesk

Front
Help Scout
Zendesk
Freshdesk
Intercom
Missive

CRM and sales

HubSpot
Pipedrive
Salesforce
Zoho
Close

Comms and tasks

Slack
Teams
Notion
Asana
ClickUp
Monday
Airtable

Commerce and billing

Shopify
WooCommerce
Stripe
QuickBooks
Xero

Automation layer

n8n
Make
Zapier
Custom Python & Node services

Using something else? If it has an API, we can almost certainly connect it. If it doesn't, we'll tell you before you commit rather than after.

Three ways inbox automation goes bad

Letting it send too early

The fastest way to lose confidence in a system is one embarrassing auto-reply in week one. Shadow-running first and switching on category by category costs a few extra days and prevents exactly that.

Rules nobody revisits

Mail changes. A new supplier, a new product, a new type of complaint, and suddenly a category that worked perfectly is misrouting a quarter of the time, silently, because misrouted mail doesn't complain. Tuning isn't an upsell here, it's what keeps the thing accurate.

Automating a reply that should be a conversation

Some emails deserve a person, and drafting a polished reply to a genuinely upset customer in four seconds is worse than taking an hour. We'll tell you which categories those are, and we'd rather leave them alone than automate them badly.

This isn't marketing email

To be clear about what this page is and isn't.

Email and inbox automation (this page)

Mail that arrives. Sorting, routing, drafting, logging, chasing. The inbox your team works in every day.

Marketing email

Campaigns, newsletters, and drip sequences to a list. That's a different discipline with different tools, and it isn't what we do. If that's what you're after, a marketing agency or your ESP will serve you better than we will.

Honest answer: for a lot of teams, the inbox is a symptom. The mail piles up because the process behind it is manual. We'll say so on the call if that's what we see, automating the queue for a process that shouldn't exist just makes it tidier.

Workflow automation moves data between tools once the steps are known. Document processing turns attachments into clean, checked data. AI agents make judgement calls where the next step isn't fixed in advance. Email and inbox automation, on this page, handles mail that arrives: sorting, routing, drafting, logging. If your customers reach you on WhatsApp instead of email, the same sorting and drafting logic applies there too. And if what's actually broken is the record those messages should be updating, that's CRM automation.

Common questions

Will it send emails without me seeing them?

Only for the categories you explicitly switch on, and every build starts with all of them off. Most clients auto-send acknowledgements and status replies, and keep everything with judgement in it as a draft.

Do you read our email?

During the two-day assessment, with your permission and under NDA, we look at categories and volumes to design the rules. We don't need to keep a copy, and the running system processes mail inside your own accounts rather than exporting it somewhere.

Will the replies sound like us?

They're built from your existing replies, not from a generic template. Tone is part of what gets tuned in the first few weeks, and it's part of what the monthly plan covers afterwards.

What happens when it misroutes something?

Misroutes surface in the review lane and get corrected. Each correction tightens the rules. Expect the first two weeks to need more corrections than the two months after that, which is exactly why we shadow-run before switching anything on.

How long does it take?

A single inbox is typically about two weeks from kickoff to live. Multi-inbox setups with routing and escalation run three to four.

Does this replace our helpdesk?

No. If you run Zendesk, Front, or Help Scout, this works inside it, classifying, routing, and drafting rather than replacing the tool your team already knows.

Can't Gmail filters do this?

For simple, keyword-based sorting, yes, and if that's all you need we'll tell you on the call. People come to us when the sorting needs to understand what the message actually means, pull context from another system, draft a reply, or log to a CRM, which is where rules-based filters stop.

Is our email used to train AI models?

No. We use API tiers with training disabled, or self-hosted models where the data needs to stay inside your environment.

Who owns what you build?

You do. It runs in your accounts, on your platforms, with documentation handed over. If you stop working with us, it keeps running and your team can maintain it.

How do you work with clients abroad?

We're in Ahmedabad, India, and stay available for video calls in your US and UK working hours, not ours. A written update every Friday plus a short Loom walkthrough.

See what the monthly plan actually covers, the tuning work that keeps routing accuracy from drifting as your mail changes.

Tell us what's in your inbox that shouldn't need a person.

Book a 30-minute call. We'll look at a month of your real mail, show you what share of it is automatable, and give you a fixed price. If the honest answer is that your inbox is fine and the process behind it isn't, we'll tell you that instead.