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Summarize Team Email
Send morning and evening inbox digests to your team chat
Use this Agent instantly or customize it - no programming needed
- Digest periodDigest period
Your digest covers new email from the previous cutoff through this morning or evening check-in.
- Inbox rulesInbox rules
You choose the inbox and which messages to include or exclude.
- Email messagesEmail messages
Your new emails and their threads give the Agent the details behind each request.
- Chat channelChat channel
You choose the team channel where the Agent posts each update.
Your team inbox lets the Agent read new messages and their threads.
- Channel messageChannel message
Your team sees key updates, requests, deadlines, and open questions. Unreadable emails get manual review notes. Quiet periods get a no-action update.
Your team chat lets the Agent post each digest in your chosen channel.
- Channel messageChannel message
Your team sees key updates, requests, deadlines, and open questions. Unreadable emails get manual review notes. Quiet periods get a no-action update.
This Agent starts at 7 a.m. and 9 p.m. in your team's time zone. It reviews new team inbox email since the last digest. It posts a brief summary of what needs attention to your chosen chat channel.
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GmailUsed as:
- Team inbox
Gmail lets the Agent read new messages and their threads.
SlackUsed as:
- Team chat
Slack lets the Agent post each digest in your chosen channel.
Microsoft OutlookUsed as:
- Team inbox
Microsoft Outlook lets the Agent read new messages and their threads.
ClickUpUsed as:
- Team chat
ClickUp lets the Agent post each digest in your chosen channel.
ZoomUsed as:
- Team inbox
Zoom lets the Agent read new messages and their threads.
- Team chat
Zoom lets the Agent post each digest in your chosen channel.
TelegramUsed as:
- Team chat
Telegram lets the Agent post each digest in your chosen channel.
Microsoft TeamsUsed as:
- Team chat
Microsoft Teams lets the Agent post each digest in your chosen channel.
Google ChatUsed as:
- Team chat
Google Chat lets the Agent post each digest in your chosen channel.
Microsoft Office 365Used as:
- Team inbox
Microsoft Office 365 lets the Agent read new messages and their threads.
RingCentralUsed as:
- Team chat
RingCentral lets the Agent post each digest in your chosen channel.
ChatworkUsed as:
- Team chat
Chatwork lets the Agent post each digest in your chosen channel.
BasecampUsed as:
- Team chat
Basecamp lets the Agent post each digest in your chosen channel.
WhopUsed as:
- Team chat
Whop lets the Agent post each digest in your chosen channel.
Zoho MailUsed as:
- Team inbox
Zoho Mail lets the Agent read new messages and their threads.
ConnecteamUsed as:
- Team chat
Connecteam lets the Agent post each digest in your chosen channel.
DialpadUsed as:
- Team chat
Dialpad lets the Agent post each digest in your chosen channel.
FrontUsed as:
- Team inbox
Front lets the Agent read new messages and their threads.
SuperchatUsed as:
- Team inbox
Superchat lets the Agent read new messages and their threads.
Microsoft ExchangeUsed as:
- Team inbox
Microsoft Exchange lets the Agent read new messages and their threads.
TwitchUsed as:
- Team chat
Twitch lets the Agent post each digest in your chosen channel.
Made for your industry
Summarize Team Email is made for businesses in these industries.
- IT Services
Summarize client support requests and open questions for the team.
Show all Agents for the IT Services industry - Consulting
Bring client updates and unanswered questions into team chat.
Show all Agents for the Consulting industry - Staffing and Recruiting
Flag candidate and client replies that need a team response.
Show all Agents for the Staffing and Recruiting industry - Legal Services
Call out client requests and stated deadlines from the shared inbox.
Show all Agents for the Legal Services industry - Property Management
Surface tenant and vendor requests before the next team check-in.
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Made for your role
Summarize Team Email is made for people in these roles.
- Project Coordinator
Flag project emails with open questions for the next check-in.
Show all Agents for the Project Coordinator role - Administrative Assistant
Pull office requests and stated deadlines into the team digest.
Show all Agents for the Administrative Assistant role - Operations Coordinator
Post a twice-daily roundup of inbox requests needing follow-up.
Show all Agents for the Operations Coordinator role - Client Delivery Manager
Highlight client requests and deadlines across active work.
Show all Agents for the Client Delivery Manager role
Made for your department
Summarize Team Email is made for people in these departments.
- Project Management
Call out project deadlines stated in new team email.
Show all Agents for the Project Management department - Client Services
Surface client questions that still need an answer.
Show all Agents for the Client Services department - Administration
Bring office email requests into the morning and evening update.
Show all Agents for the Administration department - Customer Service
Flag customer requests awaiting a team response.
Show all Agents for the Customer Service department - Operations
Summarize shared inbox requests for each team check-in.
Show all Agents for the Operations department
How Summarize Team Email works
3 steps, in order, on every run.
-
Read New Inbox EmailFind messages received since the last digest in your chosen inbox. Apply your inclusion rules and exclusions, then read relevant threads.
-
Summarize Updates and RequestsPull out important updates and requests from the threads. Note stated deadlines and questions still unanswered.
-
Post the Team DigestPost a brief morning or evening summary to your chosen chat channel. Include the covered period, or post a no-action update when nothing qualifies.
How to Get Started
Connect the tools you already use, such as Gmail, Slack or Microsoft Outlook.
20 tools
- Choose the team inbox, the messages or labels to include, and any senders or bulk mail to exclude.
- Choose the team chat channel that receives the digest and grant read access to the inbox and posting access to the channel.
- Set the team's time zone, 7 a.m. and 9 p.m. run times, and the first run's lookback start.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Summarize Team Email:
Yes. You choose the inbox, inclusion rules, and senders or bulk mail to exclude.
Your team sees the missing detail as an open question. The digest leaves any unstated owner or deadline unassigned.
Your team sees its sender and subject marked for manual review. The digest makes no claim about content it could not read.
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.
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