email-triage

name	email-triage
description	Deep email analysis and intelligent categorization using Memory notes for context-aware prioritization and action recommendations
context	fork
agent	assistant

Email Triage Workflow

Conditional: This workflow requires email integration to be configured in .claude/state/setup-config.json.

Deep email analysis and intelligent categorization using Memory notes for context-aware prioritization and action recommendations.

Overview

The email triage workflow helps you efficiently process email by:

1. Fetching and categorizing emails using Memory context
2. Identifying which emails need tasks vs. simple responses
3. Drafting response templates for common scenarios
4. Suggesting Memory notes for new important contacts
5. Linking emails to existing vault context
6. Proposing specific actions with reasoning

When to Use

• Morning email review (part of /today or standalone)
• After being away (catch up on accumulated email)
• End of day cleanup
• When inbox feels overwhelming

Workflow Steps

Step 1: Fetch Emails

Time Range Options:

• Last 24 hours (default for daily triage)
• Last 2-3 days (after weekend)
• Last week (after vacation)

Filter Options:

• Unread only (default)
• All emails in timeframe
• Flagged/Important only

Step 2: Cross-Reference with Memory

For Each Email:

1. Extract sender name and email address
2. Search Memory folder for matching person/company
3. If found: Load Memory note, read tags and relationship context
4. If not found: Mark as "Unknown sender", check domain match

Memory Matching Strategy:

1. Exact email match in Memory note
2. Sender name match (case-insensitive)
3. Domain match (e.g., @company.com -> known company)
4. Company name in signature
5. No match -> Unknown

Step 3: Categorize Emails

Primary Categories (based on Memory tags):

1. Leadership/Critical (Priority 1) - From leadership roles. Response time: Same day
2. Customer (Priority 2) - From customers. Response time: Within 24 hours
3. Prospect (Priority 3) - From prospects. Response time: Within 48 hours
4. Team (Priority 4) - From team members. Response time: Within 1-2 days
5. External/Partner (Priority 5) - From suppliers, consultants, advisors
6. Unknown (Priority 6) - No Memory match. Triage manually
7. Low Priority (Priority 7) - Newsletters, notifications

Secondary Signals:

• Subject keywords: "urgent", "ASAP", "blocker", "critical"
• Importance flag: High
• Multiple recipients: Might be FYI
• Attachments: Might need review time

Step 4: Analyze Email Intent

Action Required: Requests, questions, deadlines, blockers Response Required: Direct questions, meeting requests, approvals FYI Only: Updates, announcements, CC'd emails Automation/System: Notifications, alerts, subscriptions

Step 5: Recommend Actions

Create Task: Action needed, takes >5 minutes, has deadline Quick Response: Simple question, <2 minutes, acknowledgment Delegate: Better handled by someone else Archive/Mark Read: FYI only, no action needed Create Memory Note: New important contact

Step 6: Draft Responses

Generate response templates for quick-response emails based on intent and Memory context.

Step 7: Generate Task Files

For each "Create Task" email, generate a task file with:

• Email context (sender, date, preview)
• Action required description
• Related vault links (Memory notes, tasks, PM issues)
• Priority based on Memory tags + urgency

Step 8: Suggest Memory Note Creation

Suggest Memory notes for:

• Important new contacts (customer, prospect, partner)
• Frequent senders (3+ emails) not in Memory
• Leadership at relevant companies

Step 9: Present Triage Summary

Show comprehensive output organized by:

• Urgent actions required (with full context)
• Quick responses needed (with draft responses)
• Team updates (FYI)
• External/Low priority
• New contacts to add to Memory
• Summary statistics

Step 10: Execute with Approval

Create approved task files, save response drafts, create Memory notes, optionally mark emails as read.

Memory-Enhanced Intelligence

Sender Prioritization Matrix

Memory Tag	Priority	Response Time	Auto-Create Task
leadership	Urgent	Same day	If action needed
customer	High	24 hours	If request made
prospect	High	48 hours	If meeting/demo
employee, team	Medium	1-2 days	If blocking work
consultant, supplier	Medium	As needed	Rarely
candidate	Low	As appropriate	For interviews
Unknown	Review	Manual triage	Case by case

Integration with Other Workflows

With /today

Morning routine includes quick email triage, urgent flagging, and task creation.

With /eob

End of day: final email check, Memory note creation for new contacts.

With Context Finder

Use context finder to check vault for related work when triaging.

Triage Modes

Quick Triage: Categorize only, flag urgent items Standard Triage: Full categorization, create urgent tasks, draft responses Deep Triage: Full workflow including Memory notes and vault context linking

Tips

1. Triage daily - Don't let email accumulate
2. Trust Memory tags - They drive smart prioritization
3. Quick responses first - Clear easy wins fast
4. Create tasks liberally - Better to capture than lose
5. Update Memory regularly - Better context = better triage