A first job
Sort what comes in without losing control of it
Before anyone does the real work, someone opens each email, form or invoice, works out what it is and forwards it. An AI agent can do that first pass. A person still decides anything that matters.
The problem
The first look costs more than it seems
Requests arrive in whatever shape the sender chose: a web form, an email with an attachment, a scanned invoice, a photo of a handwritten note. Someone opens each one, works out what it is, checks whether it is complete and sends it to the right person.
That first look takes a few minutes per item and happens dozens of times a day. Items still end up in the wrong pile, and a time-sensitive one waits behind the rest.
How it works
Piles you already use, defined in writing
- You list the piles: quotes, invoices, support requests, supplier mail, and whatever else you sort today.
- Each pile gets a short written definition and a few real examples. We put these in a skill in your GitHub repository.
- The agent reads each new item, picks a pile and pulls out the details you need: the sender, a date, an amount, a reference number.
- If it is sure, it routes the item with the details attached. If it is not sure, the item goes to a person.
- You can see what it chose and why for every item.
When it is unsure
Anything unclear goes to a person
| Situation | What the agent does | Who handles it |
|---|---|---|
| A familiar item, clearly one pile | Labels it, pulls out the details and routes it | The person who owns that pile |
| A detail is missing or unreadable | Flags the gap and does not guess | The person who sorts the mail |
| A kind of item it has not seen | Marks it unsorted | You, and you may add a new pile |
| A complaint, legal threat or urgent safety problem | Flags it at once and sends it to you | You or your manager |
The agent sorts. It does not decide whether to approve a credit, accept a job or pay an invoice. Those stay with you.
Measure
Count three things
- How long items wait before anyone touches them.
- How often an item lands in the wrong pile, and how often it comes back.
- How often the agent sends an item to a person. Too often means the pile definitions need work. Never means check that it is not guessing.
Next step
Bring a week of your inbox
In a 30-minute call we look at what comes in and tell you whether sorting it is a good first job for your business.