As AI integrates more into the work apps we regularly use, we can add a true assistant to work flows. The Rundown offers some quick setup tips. They recommend Claude and until Gemini catches up a bit, if you’re comfortable allowing that access it might be best to use it.
- Open Claude with Gmail access and run one triage session on your unread inbox. The goal is to show Claude what matters before automating the process
- Prompt: “Generate an interactive email triage report for the last 24 hours. Sort each email into exactly one of these buckets: Needs response, Needs attention, Archive, Archive and unsubscribe. For each email, include the sender, subject, a one-line reason for the category, a direct link to the email, and the item number. Add labels to the approved emails”
- Review, correct misfires, and prompt: Turn this workflow into a recurring task prompt for my inbox, with my common senders, archive, and unsubscribe rules
- Save that prompt as a Claude Cowork scheduled task so it can run every morning without rebuilding the logic
Pro tip: Set up Gmail rules around the labels Claude adds. It can apply labels through the connector, so “Needs Response” and “Needs Attention” can be auto-starred, and Archive emails can be auto-archived.
A couple of notes:
(1) No deletion and no response, ensures less of a chance of an error.
(2) Step 3 enables you to tweak as you see fit.
(3) Labelling is a very powerful organizational tool, especially if you have multiple forwarding addresses and something worth setting up for all leaders.
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