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Triage order and quote emails automatically

Sort the shared inbox into orders, quotes, and complaints.

Estimated time saved

Estimated: 30–60 minutes per day for a busy inbox. (Estimate; results vary.)

Tools
  • Zapier
  • Make
  • ChatGPT

The problem

A shared sales inbox mixes orders, quote requests, tracking questions and spam.

Step by step

  1. 1Connect your shared inbox to Zapier or Make.
  2. 2Add an AI step that classifies each email (order, quote, status, complaint, other).
  3. 3Apply a label/folder or post to the right Teams/Slack channel.
  4. 4Review misclassifications weekly and refine the instructions.

Copy-paste prompt

Prompt
Classify this email into exactly one category: ORDER, QUOTE_REQUEST, ORDER_STATUS, COMPLAINT, OTHER. Reply with the category and a one-line summary.

[email]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

Get this built for your business

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