PERSONAL PRODUCTIVITY
Outlook email delegate-suggestion with one-click Slack approval
Reads each inbound email, suggests the best teammate to handle it based on topic and a routing directory, and posts an approve-or-reassign prompt to Slack before forwarding it on.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in shared Outlook inboxOutlook
- ActionSummarize and recommend best ownerOpenAI
- ActionPost Slack approval prompt with suggestionSlack
- LogicResolve owner from human decision
- OutputForward email to approved ownerOutlook
What it does
Not every email is yours to handle. This workflow analyzes each inbound message, matches its subject matter against a team routing directory, and proposes who should own it. Instead of auto-forwarding blindly, it posts the suggestion to Slack with Approve and Reassign buttons so you stay in control. On approval, it forwards the email to the chosen owner.
When to use it
Use it when you're a manager or shared-inbox owner who fields requests meant for other people and wants delegation to be fast but deliberate. Ideal for support escalations, sales handoffs, and ops requests that should land with a specialist.
How it works
- 1A new email in the monitored Outlook inbox triggers the run.
- 2An OpenAI step summarizes the email and recommends the best owner from the routing directory with a confidence score.
- 3A Slack action posts an interactive message showing the suggestion, summary, and Approve/Reassign actions.
- 4A logic branch waits on the human decision and resolves the final owner.
- 5An Outlook action forwards the email to the approved owner with the summary attached as context.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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