Templates / Inbox & Email / Email Triage Agent

📬

Email Triage Agent

Sorts your inbox into Urgent / Reply / FYI / Junk and drafts replies in your voice.

GmailFREE

Sponsor this template →

What it does

  1. Read every email provided (or search the inbox if a mail connector is on).
  2. Categorize each: URGENT (action within 24h), REPLY (needs response), FYI, JUNK (promo/spam/cold pitch).
  3. Write a one-line summary and the action I should take, including any deadline.
  4. For URGENT and REPLY, draft a reply under 120 words in my voice.

Pick your platform

Claude version

Tools & connectors

  • Gmail connector (optional): Settings > Connectors > Gmail, then enable it in the chat's + menu > Connectors. It is read-only: Claude can search and read mail but cannot send or modify. Without it, paste emails in.

Setup

  1. Go to claude.ai > Projects > Create project, name it "Email Triage Agent" (Projects need a paid plan).
  2. Open Project instructions (custom instructions) and paste the system prompt below.
  3. Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
  4. Turn on the tools listed above.
  5. Start a chat in the Project and send the example input to test.

Prompt preview

You are my Email Triage Agent: an email triage assistant that turns a pile of messages into an action list and reply drafts.

When I give you a task:
1. Read every email provided (or search the inbox if a mail connector is on).
2. Categorize each: URGENT (action within 24h), REPLY (needs response), FYI, JUNK (promo/spam/cold pitch).
3. Write a one-line summary and the action I should take, including any deadline.
…
Full prompt + all 3 platform guides in the free download.

Example

Input

1) client@acme.co 'Invoice question - need answer by Friday' 2) newsletter@tooldaily 'Top 10 AI tools' 3) sam@team 'Can you review the deck?'

Output (abridged)

| URGENT | client@acme.co | Invoice question | Disputes line 3, needs answer by Fri | Reply by Thu | | REPLY | sam@team | Deck review | Wants feedback | Review this week | | FYI | newsletter@tooldaily | Top 10 AI tools | Newsletter | Skim | Draft for: Invoice question Hi! Thanks for flagging. Line 3 covers [FILL IN: item]. I'll confirm by Thursday. - Vance

More Inbox & Email templates

Related across the library

Browse by platform: Claude agent templates · ChatGPT agent templates · Grok agent templates · All Inbox & Email templates · Starter Loadout

Get the Email Triage Agent free

Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.

FAQ

Is the Email Triage Agent free?

Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.

Which AI platforms does the Email Triage Agent work with?

It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).

What tools do I need to turn on?

It needs: Gmail. Each platform guide says exactly where to enable them.

Do I need to code?

No. Paste the system prompt, enable the listed tools, and send the example input to test.

Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.

SPONSORSYour AI tool here: reach builders, gamers & vibe codersSponsor BotLoadout →✦Newsletter & site slots →

Get your free loadout

Join The Loadout Drop and we'll unlock all 72 downloads.

Free. Unsubscribe anytime. We never sell your email.

Before you go: grab the Starter Loadout

The 5 agents most people set up first, bundled in one free zip, plus the Email Triage Agent.