Communication
Incoming email triage
Classifies incoming email by its subject, archives it or routes it to the right team, and leaves in the chat the summary that Neo prepares.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Communication |
| Starts with | Email received |
| Integrations used | Slack, Email |
| Steps | 11 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Switch | By the email's subject | |
| 2 | Iterate list | For each attachment of the email | › branch 1 |
| 3 | Create task | Record the attachment | › › do |
| 4 | Apply label | Label the email as an invoice | › branch 1 |
| 5 | Move to folder | Archives the email | › branch 1 |
| 6 | Post a message | Notify sales | › branch 2 |
| 7 | Create task | Open the request | › branch 2 |
| 8 | Post a message | Notify the workshop | › branch 3 |
| 9 | Create task | Open the incident | › branch 3 |
| 10 | Ask the AI | Ask Neo for the summary and the suggested reply | |
| 11 | Chat message | Leave the summary in the chat |
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