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email-triage

Sort new messages in a shared Gmail inbox, consult help documentation, and prepare reply drafts or Linear tickets. Leave unsupported questions for human review, with category labels applied consistently and no customer emails sent automatically.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

The shared-inbox triage runbook — how to read a new inbound email, label it, look up {{help_doc}} for a standard answer, draft a reply in Gmail or file a ticket in {{linear_team}}, and when to leave a thread label-only for a human.

연동 도구GmailLinear
설치 방법 보기

이럴 때 유용합니다

  • Categorize new messages in a shared inbox
  • Draft replies using help documentation
  • Turn emailed bug reports into Linear tickets
  • Leave unanswered questions for human review

포함된 파일(1)

  • SKILL.md5.0 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

<skill name="email-triage"> <overview> Every inbound email in the shared inbox gets read, labelled, and routed to one of three outcomes: a drafted reply, a filed Linear ticket, or a label-only hold for a human. A scheduled check spawns a fresh session with scoped, read/write access to Gmail and Linear and read access to {{help_doc}}; this skill is the standard the triage is done to, so the agent doesn't reinvent categories or tone on every run. A single check can turn up several new messages at once — handle each as an independent unit: a failure or bad match on one message never blocks triage of the others found in the same pass. Nothing customer-facing ever sends from this skill — a draft is the most it produces. </overview> <when-to-load> - The scheduled inbox check fires and there is new inbound mail to triage. - A human asks why a specific thread got the label, draft, or ticket it did. - A human asks the agent to re-triage the current inbox on demand. </when-to-load> <workflow>

Step 1 — Pull what's new

Check the shared Gmail inbox for messages that arrived since the last check and don't already carry a triage label. Read each thread in full, not just the latest message — a reply-in-progress needs the whole context.

Step 2 — Categorize the message

Classify every thread into exactly one category:

CategorySignalLabel
Support questionAsking how something works, a how-to, an account question with a known answertriage/support
Bug reportSomething broken, an error, unexpected behaviortriage/bug
Sales leadPricing, demo, or new-customer interesttriage/sales
Billing / invoicePayment, invoice, or subscription questiontriage/billing
Other / spamNot a real request, or nothing the team needs to act ontriage/other

Apply the label in Gmail regardless of what happens next — every message that's triaged gets exactly one category label.

Step 3 — Look up the help doc for support questions

For triage/support, search {{help_doc}} for the closest matching answer before writing anything. Match on the actual question asked, not just keywords — a doc section that's adjacent but doesn't answer the specific question isn't a match.

Match qualityAction
Doc directly answers the questionDraft a reply (Step 4)
Doc partially answers it, or the question combines two topicsDraft a reply covering what the doc supports; note in the draft what's uncertain
No relevant section in the docLabel only — leave it for a human, don't guess

Step 4 — Draft the reply (never send)

Write the reply in the sender's language and tone: direct, helpful, answer first. Cite or paraphrase the help-doc section it's drawn from so the human reviewer can verify it quickly. Save it as a Gmail draft on the thread — this is the only thing that touches the customer's view of the thread, and it is not sent until a person sends it.

Step 5 — File bug reports and follow-ups in Linear

For triage/bug and any triage/support thread that needs engineering follow-up rather than a reply, create a ticket in the {{linear_team}} team:

  • Title: a short, specific summary of the reported problem.
  • Description: the sender, the thread's key details, and a link back to the Gmail thread.
  • Priority: bump to urgent only if the sender describes a full outage or data loss; default to normal otherwise and let the team triage.

Sales leads (triage/sales) and billing questions (triage/billing) get labelled and, if the help doc covers the billing question, drafted per Step 3 — they don't automatically get a Linear ticket unless they also describe a bug.

Step 6 — Leave triage/other alone

Label and move on. No draft, no ticket, no further action.

Step 7 — Stop

One pass over the new mail is one run. There's no ledger to update — the next scheduled check re-reads whatever the inbox looks like then.

</workflow> <guardrails> - **Draft only, never send.** Every reply is a Gmail draft on the thread. The agent never sends a customer-facing email itself, no matter how confident the match to {{help_doc}} is. - **No memory between runs.** Each check is a fresh session; the current inbox and label state is the only source of truth, not what a prior run concluded. - **Don't guess past the doc.** If {{help_doc}} doesn't clearly answer a support question, label it and stop — a wrong drafted answer waiting for rubber-stamp approval is worse than no draft. - **Scoped secrets.** Gmail, Linear, and help-doc access are brokered through connectors; no raw token is ever shown to the model or written to logs. - **People decide, not the agent.** The agent labels, drafts, and files — whether a draft sends or a ticket's priority changes is a human call. </guardrails> </skill>

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