Automation / Inbox triage
Inbox triage for local service businesses
In a shared inbox, quote requests, complaints and spam all look the same until someone reads them. We tag every message and draft the reply — a person on your team still hits send.
Three steps.
Everything waits for someone to read it.
Quote requests, scheduling questions, billing, complaints and spam land in one shared inbox. The urgent ones wait behind the easy ones until someone gets to them.
Tagged, routed, and drafted.
Incoming mail is tagged — quote, scheduling, billing, complaint, spam — and routed to the right person, with a reply drafted in your voice and left as a draft.
Nothing sends on its own.
Your team reviews, edits and sends every reply. The tags and drafts are logged in your portal, so you can see what the system suggested and what went out.
Typical scope for this workflow
Bigger scope? Let’s talk →
The $750 automation audit is the entry — credit applies to your invoice if you proceed.
Short answers.
Start with the audit.
It maps this workflow in your business, sizes the build, and tells you what we won’t do — before you spend more.