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- Ready to Run
Sort New Emails
Label incoming mail by topic and set its importance
Use this Agent instantly or customize it - no programming needed
- New inbox emailNew inbox email
Your new email provides its sender, message, and any category or importance already set.
- Contact listContact list
Your contact list shows whether a sender is a client, supplier, or teammate.
- Team sorting rulesTeam sorting rules
Your team's rules define approved topics, urgent messages, and when a message needs review.
Your email inbox alerts the Agent to new mail and shows each message's category and importance.
Your contact and rules database holds sender relationships and your team's approved topics and urgency rules.
- Topic categoryTopic category
Your email shows an approved topic, or Needs review when the right category is unclear.
- Email importanceEmail importance
Your email shows high importance for urgent messages and normal importance otherwise.
- Topic categoryTopic category
Your email shows an approved topic, or Needs review when the right category is unclear.
- Email importanceEmail importance
Your email shows high importance for urgent messages and normal importance otherwise.
This Agent waits for new mail, then checks the sender against your contacts. It applies your sorting rules and sets a topic and importance level for follow-up.
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GmailUsed as:
- Email inbox
Gmail alerts the Agent to new mail and shows each message's category and importance.
Microsoft OutlookUsed as:
- Email inbox
Microsoft Outlook alerts the Agent to new mail and shows each message's category and importance.
- Contact and rules database
Microsoft Outlook holds sender relationships and your team's approved topics and urgency rules.
ZoomUsed as:
- Email inbox
Zoom alerts the Agent to new mail and shows each message's category and importance.
- Contact and rules database
Zoom holds sender relationships and your team's approved topics and urgency rules.
Microsoft Office 365Used as:
- Email inbox
Microsoft Office 365 alerts the Agent to new mail and shows each message's category and importance.
Zoho MailUsed as:
- Email inbox
Zoho Mail alerts the Agent to new mail and shows each message's category and importance.
FrontUsed as:
- Email inbox
Front alerts the Agent to new mail and shows each message's category and importance.
Microsoft ExchangeUsed as:
- Email inbox
Microsoft Exchange alerts the Agent to new mail and shows each message's category and importance.
Made for your industry
Sort New Emails is made for businesses in these industries.
- Advertising and Marketing
Mark urgent client campaign emails and group the rest by topic.
Show all Agents for the Advertising and Marketing industry - IT Services
Mark urgent client support emails and sort the rest by topic.
Show all Agents for the IT Services industry - Consulting
Sort client engagement emails by topic and urgency.
Show all Agents for the Consulting industry - Legal Services
Mark urgent client matter emails and group the rest by topic.
Show all Agents for the Legal Services industry - Property Management
Sort owner and vendor emails by topic and urgency.
Show all Agents for the Property Management industry - Public Relations
Mark urgent client requests and sort media emails by topic.
Show all Agents for the Public Relations industry - Accounting and Bookkeeping
Sort client bookkeeping questions by topic and urgency.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Sort New Emails is made for people in these roles.
- Administrative Assistant
Sort incoming correspondence by topic and importance.
Show all Agents for the Administrative Assistant role - Customer Service Manager
Mark urgent customer emails and categorize incoming requests.
Show all Agents for the Customer Service Manager role - Executive Assistant
Mark urgent messages for follow-up and sort the rest by topic.
Show all Agents for the Executive Assistant role - Account Manager
Mark urgent account emails and sort client updates by topic.
Show all Agents for the Account Manager role - Client Delivery Manager
Mark urgent delivery emails and sort client updates by topic.
Show all Agents for the Client Delivery Manager role - Account Coordinator
Mark urgent client requests and group the rest by topic.
Show all Agents for the Account Coordinator role - Client Services Manager
Mark urgent client messages and sort other requests by topic.
Show all Agents for the Client Services Manager role
Made for your department
Sort New Emails is made for people in these departments.
- Client Services
Mark urgent client requests and sort messages by topic.
Show all Agents for the Client Services department - Administration
Group office correspondence by topic and mark urgent messages.
Show all Agents for the Administration department - Customer Service
Mark urgent customer emails and categorize other requests.
Show all Agents for the Customer Service department
How Sort New Emails works
4 steps, in order, on every run.
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Read the new emailRead the sender and message content. Check existing categories before making a change.
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Check contacts and rulesMatch the sender to your current contacts. Read the topic and urgency rules you set for your team.
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Choose a topic and urgencyChoose a topic and importance level from your rules. Mark unclear messages Needs review with normal importance.
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Update the inboxAdd the chosen category and importance to the email. Leave messages already categorized by a person unchanged.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
7 tools
- Choose the inbox folder to watch and grant access to read and update its emails.
- Maintain a contact table with email addresses and client, supplier, or team relationships.
- Maintain approved topic categories and urgency rules in the same contact and rules base, including what counts as urgent and a Needs review category for uncertain cases.
- Create matching categories in the inbox and grant read access to the contact and rules base.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Sort New Emails:
Yes. You set the urgency rules and topic categories for your team. The Agent uses those choices when it sorts new mail.
Your general sorting rules still apply. The Agent does not assume the sender is a client, supplier, or teammate.
No. The Agent leaves an email's existing category and importance alone when someone has already categorized it.
The Agent marks uncertain messages Needs review with normal importance, so you can decide what to do next.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.