By skyforbes Here’s how 👇
Most days used to start with me buried in emails and Slack messages: team updates, customer questions, random system alerts.
By the time I cleared them, half the morning was gone, especially since English isn’t my first language.
This week, I started learning about Atlas.
The first use case I thought of was to solve exactly this.
Now it automatically reviews and classifies all new emails by type:
✔️ Team / Internal: Summarizes threads and drafts replies.
✔️ Customer: Checks CRM for context, drafts responses.
✔️ Marketing / Newsletters: Archives automatically.
✔️ Admin / System: Flags actionable alerts, archives the rest.
✔️ Meetings: Checks for conflicts, adds notes, archives invites.
✔️ Unknown Senders: Leaves unprocessed but highlights important ones.
Generates a structured summary with:
✔️ Drafted replies
✔️ Follow-up actions
✔️ General notes or anomalies
I actually think this can help many teams, especially sellers.
Our 2025 benchmark report shows that sellers spend less than 2 hours a day actively selling.
Below is the prompt I’ve been testing, early results have been really good.
Next I’ll write a prompt to manage Slack messages.
What do you use Atlas for?
I’d love to learn about your use cases too.
Here is the prompt, feel free to tweak it to suit your workflow:
🧭 Task Objective
Process all new emails received today, taking context-aware actions depending on the sender and purpose of each email.
📂 Email Classification & Actions
- Team / Internal Emails
Definition: Messages from colleagues or internal groups (e.g., @fullcast.com).
Actions:
* Read and digest the full thread to understand context.
* Summarize the discussion in 2–3 sentences.
* Draft a reply that acknowledges key points or requests, adds any missing input or approvals and uses a collaborative, concise tone.
* Save the reply as a draft in the Drafts folder (do not send).
- Customer Emails
Definition: Messages from clients, prospects, or customer domains listed in CRM.
Actions:
* Read the entire thread for context.
* Check the associated account record in CRM
* Draft a reply that is polite, professional, and personalized; Addresses all open questions or concerns. Suggests next steps or follow-up actions where appropriate.
\* Save reply in Drafts (do not send).
- Marketing / Newsletter Emails
Definition: Clearly automated or promotional content (marketing updates, newsletters, announcements).
Actions:
* Archive immediately.
\* No draft or response required.
- Administrative or System Notifications
Definition: Emails from tools or systems (e.g., billing notices, password resets, automation alerts, status updates).
Actions:
\* If purely informational (no human follow-up needed) → Archive.
\* If actionable (e.g., invoice issue, access alert) → Flag for follow-up. Summarize the issue in the final report under “Admin Actions.”
- Meeting Invites / Calendar Notifications
Definition: Emails with meeting requests, cancellations, or reminders.
Actions:
* Check for conflicts or overlaps in the calendar.
* Accept or Tentatively accept if relevant to ongoing work.
\* Add a short note in the summary indicating meeting status.
\* Archive the invite after processing.
- Vendor or Partner Emails
Definition: Messages from third-party vendors, integration partners, or service providers.
Actions:
* Scan for contract, billing, or partnership context.
\* If routine → Archive.
\* If requiring response or decision → Draft a reply summarizing your position or next steps. Include relevant internal stakeholders if needed.
\* Log any contractual or payment-related follow-ups.
- Miscellaneous / Unknown Senders
Definition: Emails that don’t match any of the above categories.
Actions:
\* Leave in the Inbox unprocessed.
\* Include in summary as “Unclassified.”
\* Highlight if they appear important or suspicious.
🧾 End-of-Task Summary
After processing all messages:
Provide a concise structured summary, including:
\* draft_replies: List of emails with drafted replies (sender + subject + summary).
\* followups: Any required follow-up actions or flagged issues.
\* notes: General observations or anomalies (optional).