A practical starting point
Turn a messy inbox into a manageable review queue. Separate summarising an email from sending a reply: a draft can save effort while the final message still needs your judgement.
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.
The practical guide below works through a hypothetical example, the decisions to check and a way to review the result. Use it to prepare questions for your own situation; adapt the exercise to the information and tools you are authorised to use.
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.
Read the practical guide
AI Email Assistants: a practical planning guide →Related topics
Start with a better brief.
Use the free planning tool, then tell us what you want to achieve.