email-summary

name

email-summary

description

Summarize emails from Gmail and Exchange accounts for a specified time period and save to a local markdown file. Categorizes emails into actionable groups: Tasks, Response Needed, Informational, and Other. Use this skill whenever the user wants to: get an email digest, summarize recent emails, create an email report, review emails from a date range, or export email summaries. Triggers: "email summary", "summarize emails", "email digest", "email report", "what emails", "recent emails summary", "emails from last week", "email roundup".

Email Summary — Gmail & Exchange Integration

Summarize emails from configured Gmail and Exchange accounts, categorize them by action type, and save to a local markdown file in operations/emails/.

Available MCP Tools

Gmail Tools

Tool	Purpose
mcp__gmail__gmail_list_accounts	List configured Gmail accounts
mcp__gmail__gmail_search	Search emails with Gmail query syntax
mcp__gmail__gmail_get_thread	Get full email thread by ID
mcp__gmail__gmail_summarize	Get thread content formatted for summarization

Exchange Tools

Tool	Purpose
mcp__exchange__exchange_list_accounts	List configured Exchange accounts
mcp__exchange__exchange_search	Search emails with KQL syntax
mcp__exchange__exchange_get_message	Get full message details
mcp__exchange__exchange_get_thread	Get conversation thread

Workflow

1. Determine Time Period

Ask the user for the date range if not specified. Common patterns:

• "today" → current date
• "yesterday" → previous day
• "this week" → Monday to today
• "last week" → previous Monday to Sunday
• "last 7 days" → rolling 7 days
• Custom range: "from YYYY-MM-DD to YYYY-MM-DD"

2. List Available Accounts

mcp__gmail__gmail_list_accounts()
mcp__exchange__exchange_list_accounts()

Present the list and confirm which accounts to include (default: all).

3. Fetch Emails

Gmail (use date query syntax):

mcp__gmail__gmail_search(account="<name>", query="after:2026/01/01 before:2026/01/08", max_results=50, include_body=true)

Exchange (use KQL syntax):

mcp__exchange__exchange_search(account="<name>", query="received:2026-01-01..2026-01-07", max_results=50, include_body=true)

4. Categorize Each Email

Review each email and assign to ONE category:

Category	Criteria	Examples
Tasks	Explicit action required, assignments, deadlines	"Please complete by Friday", "Action required", task assignments
Response Needed	Awaiting your reply, questions directed at you	Direct questions, meeting requests pending response, approval requests
Informational	FYI, newsletters, updates, notifications	Status updates, automated notifications, newsletters, announcements
Other	Doesn't fit above categories	Spam, promotional, unclear intent

5. Generate Summary Document

Filename convention: YYYY-MM-DD-email-summary.md (use end date of range)

Output location: operations/emails/

Markdown format:

# Email Summary: [Start Date] to [End Date]

**Generated:** YYYY-MM-DD HH:MM
**Accounts:** account1, account2, account3
**Total Emails:** N

---

## Tasks That Need To Be Done

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | [e-mail] | Subject line | YYYY-MM-DD | Brief description of task required |

### Task Details

#### [Subject Line]
- **From:** [e-mail]
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Action Required:** [Clear description of what needs to be done]
- **Deadline:** [If mentioned]

---

## Response Needed

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | [e-mail] | Subject line | YYYY-MM-DD | What response is needed |

### Response Details

#### [Subject Line]
- **From:** [e-mail]
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Question/Request:** [What they're asking]

---

## Informational

| Source | From | Subject | Date | Summary |
|--------|------|---------|------|---------|
| Gmail/Exchange | [e-mail] | Subject line | YYYY-MM-DD | One-line summary |

---

## Other

| Source | From | Subject | Date | Notes |
|--------|------|---------|------|-------|
| Gmail/Exchange | [e-mail] | Subject line | YYYY-MM-DD | Why categorized here |

---

## Statistics

- **Tasks:** N emails
- **Response Needed:** N emails
  N emails
  N emails

6. Save and Confirm

Write the file to operations/emails/YYYY-MM-DD-email-summary.md and confirm the path to the user.

Date Query Reference

Gmail Query Syntax

• after:YYYY/MM/DD — emails after date
• before:YYYY/MM/DD — emails before date
• newer_than:7d — last 7 days
• older_than:1d — older than 1 day

Exchange KQL Syntax

• received:YYYY-MM-DD — specific date
• received:YYYY-MM-DD..YYYY-MM-DD — date range
• received>=YYYY-MM-DD — on or after date

Tips

• Large volumes: If >50 emails, summarize in batches and combine.
• Priority emails: Check importance:high (Exchange) or is:important (Gmail) first.
• Thread context: Use gmail_get_thread or exchange_get_thread for full conversation context when categorization is unclear.
• Deduplication: Emails may appear in multiple searches; dedupe by message ID.

Error Handling

• Account not found → Run list accounts and verify configuration.
• No emails in range → Confirm date format and expand range.
• MCP not connected → Check MCP server configuration.