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Email Management

Real Workflow

This scenario isn't about "letting AI send emails for you"—it's about transforming your inbox from a pile of unread messages into a manageable work queue.

DimensionReal Situation
Trigger PointAfter vacation, Monday morning, before/after project launch—emails pile up
Existing MaterialsEmail body, sender identity, historical communication context, attachments or contract context
Pain PointImportant emails mixed with notifications; to-dos, deadlines and responsible people unclear
DesireCore InterventionFirst classify and sort, then extract summaries, to-dos and suggested replies; sensitive emails can have multiple reply versions generated
Acceptance ResultUser sees priority list and reply drafts, handles client, deadline and contract emails first

Complete Conversation Example

You: Help me process today's emails. I'll paste the content for you.
This one is from a client:
"Hello Manager Zhang, can you send us the data migration plan we discussed last week
for review by this Wednesday? Also, clause 5 of the contract needs modification,
attached are the revision comments from our legal team."

AI Assistant: I've analyzed this email for you:

Classification: Important + Urgent
Sender: Client
Key Information:
1. Data migration plan needed by Wednesday
2. Contract clause 5 has revision comments (see attachment)

Suggested Reply Draft:

"Hello, thank you for your email.

Regarding the data migration plan, our team is in final review,
planning to send it to you by Tuesday afternoon for your review.

The revision comments for contract clause 5 have been received. I will forward them to
our legal colleagues, with revised version expected by Wednesday.

Please feel free to contact us with any questions.

Best regards"

Would you like me to adjust the reply content?

You: The plan might not be ready until Wednesday. Change the timing in the reply. Also make the tone more formal.

AI Assistant: Revised, please confirm:

"Dear Sir/Madam:

Thank you for your email.

Regarding the data migration plan, after confirmation with the team,
we plan to formally send the review version by Wednesday morning.

The revision comments for contract clause 5 have been duly noted and forwarded to
our legal team for review. The revised contract will be provided
by this Thursday.

Please feel free to contact us for further communication.

Sincerely,
Best regards"

Key Steps

  1. Merge Context — First merge emails from the same client or project into threads, avoid only seeing the last email
  2. First-Round Triage — Classify into "handle immediately / handle today / delegate / wait for reply / archive for reference"
  3. Extract Commitments — For each action email, extract task, responsible person, deadline, source email and dependencies
  4. Generate Reply Drafts — Create drafts with different tones for clients, internal colleagues, vendors etc.
  5. Build Follow-Up Queue — Separately list emails waiting for client reply, internal confirmation or needing reminders

Final Deliverable

Each email gets classification labels, key information summary, to-dos, reply drafts and follow-up status. You can handle urgent client matters first, then batch process internal collaboration and notification emails.

DesireCore Capabilities Used

  • Email Center: Gmail, Outlook, IMAP unified management; view context by conversation thread
  • Natural Language Teaching: Teach the agent your client reply style, escalation rules and prohibited expressions
  • Security Confirmation: Client commitments, contracts, complaints and other important emails retain manual confirmation before sending
Best Practices
  • When processing in bulk, you can paste multiple emails at once—the agent will sort them by importance
  • Tell the agent your reply habits (e.g., "more formal for client emails, more concise for internal emails"), and subsequent drafts will better match your style
  • For emails requiring careful wording (e.g., customer complaints, contract negotiations), have the agent provide multiple versions for you to choose from
  • Important to-dos should retain source email links or original text snippets, so you won't lose context when tracing back for accountability