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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.

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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.

集成工具GmailLinear

实测评分 未实测

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适用场景

  • 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

包含的文件(1)

  • SKILL.md5.0 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

<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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