How we automated it
How we turn meeting notes into first-draft proposals
After every call, AI writes up the notes and drafts the proposal in our own design, ready for us to edit.
Every email we receive is first picked up by our AI assistant. It gives each message one next step and sends us a short report with anything urgent at the top. Here’s how it works, what went wrong at first, and what it saves.
15 October 2026 · How we automated it · 6 minute read
About 370 email threads land in our inbox in a typical week. We counted one week in October 2026. They’re a mix of client questions, support requests, call bookings, invoices, newsletters and notifications from the tools we use.
Almost every one needs a small decision: reply, do something, wait for someone, file it or just read it. At around 30 seconds a thread, making those decisions by hand comes to about three hours a week.
The bigger cost was checking. We were opening the inbox more than ten times a day in case something urgent had come in, and every check pulls you out of whatever you were doing. Research by Gloria Mark at UC Irvine found it takes an average of 23 minutes to get fully back into a task after an interruption (Fast Company (opens in a new tab)). Even if you allow just five minutes to refocus after each check, that’s over four hours a week.
An AI assistant, built on Claude, with access to our Gmail and our support help desk. Its job is to sort, file and tell us what needs us, so we can deal with the most urgent things when we need to and pick up the less urgent ones when we have a bit more time. The inbox stops being something we have to keep watching.
Inbox report · 11:15
| Urgent | 1 / 1 | +1 new |
| Manual review | 0 / 2 | |
| Reply | 3 / 9 | +2 new |
| Do | 1 / 6 | |
| Waiting | 0 / 4 | |
| File | 2 / 11 | +2 new |
| Read | 4 / 15 | +3 new |
5 unread of 18 to deal with
Support inbox
Mine 2 · All 5 open
It wasn’t right first time, and the two early mistakes are worth knowing about if you’re thinking of building something similar.
Both were fixed by tightening the instructions, not by adding more technology. That’s typical: most of the work in an AI automation is deciding the rules your business actually runs on and writing them down clearly.
We estimate it saves at least 7 hours a week for each person whose inbox it looks after. That’s about three hours of sorting by hand, plus at least four hours of lost focus from checking the inbox ten or more times a day. It’s an estimate, not a measurement, and we’ve kept it on the cautious side.
The bigger change is harder to put a number on. Instead of opening the inbox to see whether anything has gone wrong, we glance at one short report, and urgent things are at the top of it.
If your inbox doubles as your to-do list, probably. It suits any business where enquiries, bookings, supplier emails and client questions all arrive in the same place and someone has to decide what each one needs.
A version for your business would start with the same questions we answered for ours: what your next steps are, what counts as urgent for you, who should be asked when it isn’t sure, and where the report should go. That could be Slack, Microsoft Teams, a message to your phone or a plain email. It works with any email: Gmail, Outlook, Microsoft 365 or any other provider.
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After every call, AI writes up the notes and drafts the proposal in our own design, ready for us to edit.
How we automated it
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