IT OPS
Daily digest of unrouted shared-mailbox email with one-click ClickUp triage
Runs each morning, finds shared-mailbox emails that were never converted to tasks, summarizes and suggests a queue for each with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery untriaged emails in shared mailboxOutlook
- ActionSummarize and suggest queue with OpenAIOpenAI
- LogicAssemble ranked backlog digest
- ActionPost digest to Microsoft TeamsMicrosoft Teams
- OutputCreate ClickUp triage task with all itemsClickUp
What it does
Catches what slipped through. On a schedule it scans the shared mailbox for messages still sitting unread or untriaged, summarizes each one and proposes the ClickUp queue it likely belongs in, then posts a single digest to a Microsoft Teams channel and opens one ClickUp triage task linking them all.
When to use it
Use it as a safety net behind your real-time routing, or for teams that prefer batch triage once a day instead of per-email automation. Ideal for surfacing the long tail of ambiguous email a classifier wouldn't auto-route confidently.
How it works
- 1A scheduled trigger fires each morning.
- 2The workflow queries the Outlook shared mailbox for messages with no linked ticket from the last day.
- 3OpenAI summarizes each message and suggests a likely queue with a confidence note.
- 4A logic step assembles the items into a ranked digest.
- 5The digest is posted to a Microsoft Teams channel for the team.
- 6A single ClickUp triage task is created listing every item with its suggested queue.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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