name	inbox-sweep
description	Triage authorized sales email; never act without approval.
metadata	{"short-description":"Triage customer email and open commitments"}

Inbox Sweep

A prioritized inbox view linking customer messages to CRM context and concrete next actions.

Discover available CRM, communication, calendar, knowledge, and file capabilities before choosing a retrieval plan. If no live CRM is available, use user-supplied exports when that still satisfies the request; never imply a live write is possible.
Map records by meaning, not vendor labels: organization, person, lead, opportunity, activity, product, service record, user or team, and knowledge item. Inspect schemas and custom fields, preserve native IDs, stages, currencies, timezones, and fiscal periods.
Keep observed facts, derived conclusions, and missing information distinct. Anchor consequential claims to record IDs, fields, timestamps, or named sources, and state access or freshness limits.
Start read-only. Before creating, updating, assigning, sending, or scheduling, show the exact proposed action and obtain confirmation unless the current request already authorized that exact mutation.
Obey connected-system permissions, resolve ambiguous records or people instead of guessing, check for duplicates before creation, and report partial failures without repeated retries.

Resolve the user, target records, requested scope, reporting window, timezone, and business objective. Ask only for missing details that materially change the result.
Retrieve the minimum authorized evidence needed from the following inputs: Authorized messages in the requested scope, sender and recipient identities, timestamps, threads, CRM people and organizations, opportunities, tasks, and service records.
Normalize relevant entities and fields while retaining native record identifiers and source timestamps.
Apply the analysis rules below. When evidence conflicts, show the conflict rather than averaging it away.
Deliver the required output in a compact form suited to the scope. Put urgent or decision-relevant items first.

Respect the requested mailbox, folder, label, and time window and avoid unrelated personal messages.
Resolve senders conservatively and show ambiguous CRM matches.
Prioritize explicit commitments, deadlines, customer blockers, commercial or legal issues, renewal risk, and unanswered requests.
Deduplicate threads, preserve the latest state, and distinguish informational mail from action required.

Do not send, archive, label, delete, or log messages until the user approves the exact actions.

inbox-sweep