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.”

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.

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.