Consulting Inbox Triage
Workspace: use the selected project and its AGENTS.md; keep existing entity folders and
Reality headings. Business paths below are relative to that project. Bundled resources are relative
to this installed skill; sibling capabilities resolve by their installed names. Never search another
private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts.
Local _work adapters and evals are optional workspace tools, not bundled dependencies. Check
presence and current help first; otherwise use an available connector for the same scoped operation.
If neither exists, report that step incomplete. For missing scorers, perform the stated checks and
label the result manual/unscored; never invent a numeric score or successful provider action.
Surface only the threads where the ball is actually on you — no bot noise, no threads you already answered, no "they'll follow up" closes.
Steps
- Gather active relationships. From
clients/+pipeline/(and Attio if needed), collect the key email addresses/domains for each open deal/client. - Pull threads. Run
integrations/gmail/_work/pull_threads.py --query "<addr/domain>"per deal (or a combined query). It classifies each thread's full last-message body into:needs_your_reply·waiting_on_them·courtesy_close·automated·you_replied_last. - Build the digest — list only
needs_your_reply, grouped by deal/client, newest first. For each: subject, who's waiting, and a one-line "what they want." Notewaiting_on_themseparately (so you know who you're waiting on, e.g. the contact's availability). - Reconcile. If a thread reveals a deal moved (signed, scheduled, went cold), update the deal
AGENTS.mddashboard +pipeline/_board.md, and check Attio (recoup-internal-consulting-integrations-sync). - Offer to draft. For each
needs_your_reply, offer a draft viaintegrations/gmail/_work/create_draft.py(creates a Gmail draft; never sends without--sendand confirmation). Ground replies in the deal context + the thread.
Note: classification reads only the latest message body; verify before sending. Never auto-send. Output: a prioritized reply digest + optional ready-to-review drafts.