By AI Personal Assistant · 14 September 2026 · 2 minute read
Before you begin
Start with a folder of non-sensitive example messages. Ask for the sender, request, deadline and proposed next action in a consistent table. Compare the output against the original before using it in a working inbox. Define which messages the assistant should leave alone. Financial instructions, account changes and unclear requests should go to a person. Measure time spent reviewing as well as time saved drafting.
Build a review queue
Imagine a small supplier receiving a mixture of quote requests, delivery questions and newsletters. Put ten authorised sample messages into three folders. For each request, extract the product, quantity, requested date and missing information. Keep the original wording beside the summary so the reviewer can check it without hunting through another screen. A message saying next Friday needs a calendar date confirmed; the assistant should not silently choose one.
Compare the draft with the source
Ask for a draft only after the facts have been checked. Mark uncertain details with a question for the sender. Read names, quantities and commitments especially carefully. A fluent reply is not evidence that its content is right. Count how many messages can be reviewed without opening another record, and count every correction. If the assistant creates more checking than it removes, narrow the task to classification or summarising.
Keep sending separate
A first pilot can finish with a saved draft. This makes it easier to inspect the result before any customer receives it. Choose a person to own the queue and a simple way to identify messages already handled. Compare AI Email Assistants with AI Task Planning when the real problem is deciding which request deserves attention first. A better queue may be more valuable than faster writing.
Put the notes to work
Prepare a brief with the free planning tool →