Brief your AI like you would brief a new teammate.

1. Job title Inbox Triage Assistant 2. Responsibilities Review new messages and identify what is urgent, what needs a response, what is informational, and what may be a newsletter. 3. Access Read-only access to an organization-approved email account. No permission to send, delete, archive, forward, or change account settings. 4. Inputs New email messages, approved priority rules, known key relationships, deadlines, and the organization’s data-handling guidance. 5. Outputs A daily priority brief grouped into: needs attention today, response needed, informational, possible newsletter, and uncertain. Include a one-sentence reason for every priority or uncertainty. 6. Decisions that stay with you Final priority, relationship-sensitive judgment, the meaning or tone of a response, commitments, approvals, and every decision to send, delete, archive, or forward. 7. Off-limits data and actions Beneficiary information, HR matters, health or legal information, donor payment details, credentials, private attachments, and any action that changes the mailbox. 8. Escalation rules Stop and flag messages involving sensitive data, financial or legal commitments, conflict, safety, unclear intent, key relationships, or classification uncertainty. 9. Success measures Staff time recovered; percentage of priority messages caught; number of corrections required; number of appropriate escalations; monthly tool cost compared with time and value recovered.