Template
Client Inbox Triage
When a client emails, AIVA summarizes the thread, drafts a task to reply, and quietly logs it — so nothing from an important sender slips.
“When a client emails, triage it.”
First time? How importing works →
What it does
Inside this bundle.
The workflow
- Watches for email from the senders you care about.
- Summarizes the thread in two sentences.
- Drafts a task to reply and logs an internal note.
Bundled skills
No extra skills needed — this one runs on AIVA’s built-in tools.
Apps to connect
Setup
How to make it work on meetaiva.
Step 1
Download the bundle
Grab the .zip from this page. It contains the workflow, the skills it needs, and a short README.
Step 2
Import it into AIVA
In the AIVA app, open Workflows and choose “Import bundle…”, then pick the .zip. Or just tell AIVA: “import the bundle at ~/Downloads/<file>.zip.”
Step 3
Connect the apps
AIVA lists the connectors the workflow needs. Link each one once — revocable, stored encrypted on your Mac.
Step 4
Review, then enable
The workflow lands disabled with nothing pre-approved. Read it over, then enable it — that’s the only thing that arms it.