Automate AI Request Triage: Reply, Meet, Task, Report, or Doc

Introduction

Turn mixed inbound requests into the right next step—automatically. One AI-powered triage decides and triggers the exact action you need. ✅

Trigger Event

A new request arrives (from your chosen source such as email, form, chat, or a manual run) and is passed to the AI classifier.

Actions

• The AI classifier reads the request and selects one category: EMAIL_REPLY, SCHEDULE_MEETING, CREATE_TASK, GENERATE_REPORT, or DRAFT_DOCUMENT.

• If EMAIL_REPLY ➜ A reply agent extracts key details and drafts a clear response ➜ Subject and body are structured ➜ The email is sent via your mail app

• If SCHEDULE_MEETING ➜ AI extracts attendees, date/time windows, title, and description ➜ Calendar availability is checked for today or the specified date ➜ An event is created with the right time zone and attendees ➜ A confirmation email is sent to participants

• If CREATE_TASK ➜ AI pulls task title, notes, status, and due date details ➜ A task is created in your task list ➜ An optional Slack DM notifies the assignee

• If GENERATE_REPORT ➜ AI reads your instruction (e.g., weekly performance) ➜ Recent rows are fetched from your Google Sheet (last 7 days) ➜ AI summarizes insights and metrics ➜ A formatted summary is posted to a Slack channel

• If DRAFT_DOCUMENT ➜ AI gathers structure (title, sections) and content ➜ A polished document is created in your docs drive

• Otherwise ➜ If none of the categories match, the flow safely ends without taking action

Benefits

• ✔️ One inbox for everything → instant, accurate routing by AI

• ✔️ Faster responses → auto email drafting and meeting scheduling

• ✔️ Fewer manual steps → tasks, reports, and documents created hands-free

• ✔️ Consistent outputs → standardized subjects, formats, and summaries

• ✔️ Clear visibility → optional Slack notifications keep teams updated