1. Daily Inbox Triage (Recommended Daily Routine)
Goal: Process inbox to zero or near-zero efficiently
Steps:
- Get Overview:
get_inbox_overview() - See unread counts, recent emails, suggested actions - Identify Priorities:
search_emails() with keywords like "urgent", "action required", "deadline" - Quick Responses:
- For immediate replies: reply_to_email()
- For considered responses: manage_drafts(action="create")
- Organize by Category:
- Move project emails: move_email(to_mailbox="Projects/[ProjectName]")
- Archive processed: move_email(to_mailbox="Archive")
- File by sender/topic: Use nested mailbox paths like "Clients/ClientName"
- Mark as Processed:
update_email_status(action="mark_read") for batch operations - Flag for Follow-up:
update_email_status(action="flag") for items needing later attention
Pro Tips:
- Process emails in batches by sender or topic
- Use the 2-minute rule: if reply takes <2 min, do it immediately
- Don't organize what you can search for later
2. Weekly Email Organization
Goal: Maintain clean folder structure and archive old emails
Steps:
- Review Mailbox Structure:
list_mailboxes(include_counts=True) - Identify Cluttered Folders: Look for mailboxes with high message counts
- Analyze Patterns:
get_statistics(scope="account_overview") to see top senders and distributions - Create/Adjust Folders: Based on your email patterns
- Bulk Organization:
- Move emails by sender: search_emails(sender="[name]") then move_email()
- Move by date range: search_emails(date_from="YYYY-MM-DD") then organize
- Archive Old Emails: Move read emails older than 30 days to Archive folder
3. Finding and Acting on Specific Emails
Goal: Quickly locate emails and take action
Search Strategies:
- By Subject:
get_email_with_content(subject_keyword="keyword") - By Sender:
search_emails(sender="name@example.com") - By Date Range:
search_emails(date_from="2025-01-01", date_to="2025-01-31") - With Attachments:
search_emails(has_attachments=True) - Unread Only:
search_emails(read_status="unread") - Cross-Mailbox: Use
mailbox="All" parameter
Action Patterns:
- View thread context:
get_email_thread(subject_keyword="keyword") - Download attachments:
list_email_attachments() β save_email_attachment() - Forward with context:
forward_email(message="FYI - see below")
4. Achieving Inbox Zero
Goal: Empty inbox by processing all emails
The Inbox Zero Method:
- Start Fresh:
get_inbox_overview() to see the scope - Process Top-Down (newest first):
- Delete: Spam, unwanted β manage_trash(action="move_to_trash")
- Delegate: Forward to appropriate person β forward_email()
- Respond: Quick replies β reply_to_email()
- Defer: Create draft for later β manage_drafts(action="create")
- Do: Actions under 2 minutes β immediate action
- File: Archive or organize β move_email()
- Use Folders Sparingly:
- Action Required (flagged items)
- Waiting For (delegated items)
- Reference (might need later)
- Regular Maintenance: Repeat daily to maintain zero
Mindset:
- Inbox is a processing queue, not storage
- Every email needs a decision
- Touch each email once when possible
5. Email Analytics & Insights
Goal: Understand email patterns and optimize workflow
Analysis Types:
- Account Overview:
get_statistics(scope="account_overview")
- Shows: Total emails, read/unread ratios, flagged count, top senders, mailbox distribution
- Use for: Understanding overall email load and patterns
- Sender Analysis:
get_statistics(scope="sender_stats", sender="name")
- Shows: Emails from specific sender, unread count, attachments
- Use for: Deciding on filters, folder rules, or unsubscribe decisions
- Mailbox Breakdown:
get_statistics(scope="mailbox_breakdown", mailbox="FolderName")
- Shows: Total messages, unread count, read ratio
- Use for: Identifying folders that need cleanup
Actionable Insights:
- High email count from one sender β Create dedicated folder or filter
- Many unread in Archive β Review and delete old emails
- Flagged items accumulating β Schedule time to process
6. Bulk Cleanup Operations
Goal: Clean up old, unnecessary emails safely
Safe Cleanup Process:
- Identify Candidates:
search_emails() with appropriate filters - Review First: Always review what will be affected
- Move to Trash (reversible):
manage_trash(action="move_to_trash") - Verify: Check trash folder
- Permanent Delete (if certain):
manage_trash(action="delete_permanent") - Empty Trash (nuclear option):
manage_trash(action="empty_trash")
Safety Considerations:
- Always use
max_deletes parameter (default: 5) - Review emails before permanent deletion
- Consider exporting important mailboxes first:
export_emails()
7. Draft Management Workflow
Goal: Manage email composition efficiently
Draft Workflow:
- Create Draft: When you need time to think
```
manage_drafts(action="create", subject="...", to="...", body="...")
```
- List Drafts: Review pending drafts regularly
```
manage_drafts(action="list")
```
- Send When Ready: Complete and send drafts
```
manage_drafts(action="send", draft_subject="keyword")
```
- Clean Up: Delete outdated drafts
```
manage_drafts(action="delete", draft_subject="keyword")
```
Best Practices:
- Create drafts for emails needing careful wording
- Review drafts weekly to avoid accumulation
- Use descriptive subjects for easy draft identification
8. Thread Management
Goal: Handle email conversations effectively
Thread Strategies:
- View Full Thread:
get_email_thread(subject_keyword="keyword")
- Shows all related messages with Re:, Fwd: prefixes stripped
- Sorted by date for chronological view
- Reply in Context: After viewing thread, reply with full context understanding
- Use reply_to_all=True for group conversations
- Use reply_to_all=False for one-on-one responses
- Archive Threads: Once resolved, move entire thread
- Search for thread using subject
- Move all messages to appropriate folder