The problem
Monday, 8 a.m. 63 unread emails. A quote request buried between two newsletters, a late invoice, a customer who wants to move an appointment. It takes an hour to sort it all before you can get to work, and the quote request waits until noon.
The solution
- Clean up with rulesIn Outlook or Gmail, newsletters, notifications and supplier invoices go straight to their folders.
- Create five labelsFor example: Quote, Job in progress, Payment, Appointment, Problem.
- Let AI sortCopilot, Gemini or an automation reads each email and labels it.
- Have replies draftedRoutine replies arrive as drafts; you review and send.
Put this email in exactly one of these categories: Quote, Job in progress, Payment, Appointment, Problem, Other. Summarize in one sentence what the person wants, and say whether it is urgent (yes or no). Email: [paste]
Write a warm, short reply (5 lines maximum) to this customer email. Use only this information: [usual lead time, starting price, booking link]. End with a question that moves the request forward. Email: [paste]