Inbox triage routine
A fixed daily pass that turns unread mail into deleted, answered, scheduled, or handed-off threads.
Every weekday at 5pm, list unread threads with the sender and the ask, and send the digest with one line per sender.
The job, and what good looks like.
Unread mail is the only queue nobody can inspect, so it becomes the week's plan. Messages that need one sentence sit next to notifications, and the person who is actually waiting gets answered three days later. The routine treats the inbox as a fixed appointment instead of a background process. Pick one window a day and protect it. Inside that window, work every thread once and take exactly one of four actions: delete it unread, answer in two sentences, schedule the reply with a date, or hand it to someone else with a line saying what you were asked for. Nothing stays in the inbox as a promise. Anything you cannot finish in the window becomes a task with a date so the thread can be closed. Filters handle the dull work: receipts and statements filed by rule, newsletters moved out of sight, and threads where you are not the only recipient archived automatically. Once a month, read the list of senders you subscribed to and never open, and unsubscribe without guilt. A person still decides what is urgent, what deserves a real answer, and what a reply owes. The pass is finished when the unread count is zero, or when every thread left open has a date and an owner attached.
When it is handled
- Inbox cleared on most days
- Every waiting reply has a date
- Newsletters unsubscribed once
Works with tools like
- Gmail
- Superhuman
- Todoist
- Notion
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
Gmail Inbox Zero Digest
Every weekday at 5pm, list unread threads with the sender and the ask, and send the digest with one line per sender.
Every weekday at 5:00pm
Reply Request Log
Starred messages older than three days, add a row per sender to the reply tracker with the date you promised, and post the list.
When a starred message is older than 3 days
Shared Inbox Owner Rows
New shared inbox message, add a row with the sender, the ask, an owner, and a due date, and post the new rows in the handoff channel.
When a message lands in the shared inbox
You stay in charge.
At every step.
It sorts and reminds. You decide what to do.
- It never replies for you
Digests and reminders come to you. Anything that would send a message waits for your OK.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only what you connect
Each automation reaches only the inbox, calendar and notes you give it.
Gmail Inbox Zero Digest
Approve before it sends the email?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Built-in rules in your email and calendar
Filing messages by sender or subject.
They can't read what a message asks for, or follow up on it.
Flowchart automation tools
Connecting apps if you build and maintain the flow.
Every exception becomes another branch.
AI chat assistants
Summarizing when you ask.
Nothing happens until you remember to ask.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Related workflows.
Weekly review and planning
A fixed Friday or Monday pass that closes last week's leftovers and books next week's work into the calendar.
3 automations
Action-item closure
Tracks every action someone agreed to until it is done, handed to somebody else, or explicitly dropped.
3 automations
Email digests
Sends one short summary of what arrived overnight, split by what needs a decision and what owes a reply.
1 automation
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.