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How It Works

Inbox Assistant
Drafts, Sorts, Learns You

Connect Gmail and Microsoft 365 once. The agent polls every 5 minutes, categorizes every email, drafts replies in your voice, and routes receipts to Bookkeeper โ€” all before you open your inbox.

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Connect Gmail + Outlook

One-click OAuth for Google Workspace / Gmail and Microsoft 365 / Outlook. Connect multiple inboxes per business โ€” read + draft scope only, never auto-send. The agent polls every 5 minutes and detects new mail in seconds.

Gmail API Microsoft Graph 5-min auto-poll
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Categorize Every Email

Claude reads every message โ€” sender, subject, body, attachments โ€” and assigns one of eight categories. Confidence scoring catches edge cases. The Inbox Organization view shows the full breakdown for the last 7 days so you see exactly how Claude is sorting your mail.

Sales Lead Support Invoice Meeting Urgent Newsletter Spam
Claude API Per-client overrides
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Learn Your Voice

Paste 5+ replies you've already sent. Claude uses them as few-shot examples โ€” drafts mirror your phrasing, length, and sign-off. No fine-tuning, no training jobs, no AI tells. The progress meter goes from Generic โ†’ Strong as you add samples.

Few-shot prompting Per-client voice store
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Draft Before You Read

For every email worth replying to, three variants land in your Drafts folder within seconds โ€” accept, decline, ask-more โ€” written in your voice. Need a one-off? Open any email and pick a tone: Acknowledge, Schedule a call, Politely decline, Quick yes, 3-day follow-up.

3 variants per email 7 quick tones Tool-use API
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Auto-Sort + Cross-Agent Routing

Per-client smart rules apply automatically. Receipts and invoices route to Bookkeeper for OCR + ledger entry. Newsletters get archived. The whole inbox reorganizes itself overnight.

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Route to Bookkeeper

Receipts and invoices auto-extract to the ledger and Google Sheet โ€” no copy-paste, no missed expenses.

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Draft Waiting

Replies land in Gmail/Outlook Drafts. Send from your normal mail client, or hit Send from the dashboard with one click.

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Auto-Label

Categories become labels in Gmail or folders in Outlook. Vendors, leads, and clients are filed automatically.

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Auto-Archive

Newsletters, transactional, and spam get archived silently. Drafts are skipped on the patterns that don't deserve a reply.

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Daily Briefing + Trust Gate

Once a day at your local hour, a digest lands by email or Slack: drafts pending, VIPs needing attention, anomalies, stuck loops. The trust gate watches your edits โ€” when you accept the same skill 20 times unedited at the same sender + category, it earns the right to send for you.

Slack + Resend Earned-trust auto-execute Decision log
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Providers (Gmail + Outlook)
5 min
Polling cadence
3
Draft variants per email
24/7
Always on