When to use it
Use this prompt after a holiday, a busy travel day or any time your inbox has grown beyond what you can sort in your head. It helps you decide what deserves your attention before you start answering, which is where most inbox time is lost. It also works for chat backlogs and shared support inboxes.
How to customize it
- [MY ROLE] and [MY PRIORITIES] are what make the triage personal. Without them, the model can only guess what is important.
- [HIGH-PRIORITY PEOPLE] lets you encode simple rules, such as “anything from the CEO or my biggest client”.
- [WHO I CAN DELEGATE TO] turns DELEGATE from a label into a decision.
- [TONE] keeps draft replies sounding like you.
- [PASTE MESSAGES] can be copied text. If your assistant is connected to your email account, it may be able to read messages directly; check what access you are granting and your company’s policy first.
Why it works
The categories are a version of familiar productivity methods: decide once per message whether to do, delegate, defer or drop it. Asking for a one-line reason makes each decision easy to check and overrule.
Placeholders like [ASK SAM: …] prevent a draft reply from quietly agreeing to a price or a date you never approved. The phishing check adds a useful second look, since triage is exactly when people click quickly. Messages themselves can contain hidden instructions aimed at AI assistants, a risk known as prompt injection, so treat any unusual output with caution and never let a tool send replies without your review.
Tips and variations
- At the end of the session, ask for a short list of the SCHEDULE items with suggested time blocks, and put them straight into your calendar so they do not return to the inbox.
- Process 20 to 30 messages at a time. Very large batches make it easier to miss details.
- Ask for a “two-minute list”: REPLY NOW items you can finish in under two minutes each.
- Remove personal data you do not need before pasting, and follow your organization’s rules on confidential email.
- Read our explainer on AI scam calls and texts for more warning signs.