Build Your Email Agent Plan - Build My Email Agent

Step 1 — Your Goal

What would you like your Email Agent to help you accomplish?

Think about what you'd like your inbox to look like when this is working well.

Keep my inbox focusedKeep messages needing my attention visible. Organize routine emailMake recurring messages easier to manage. Reduce clutterSeparate newsletters, promotions, and notifications. Protect important communicationKeep clients, prospects, and priority contacts visible. Route messagesGet certain email to the right person. Find things fasterUse labels and organization that make sense later.

What's frustrating you most about your email right now? When this works well, what would a better inbox look like?

Step 2 — People Who Matter

Who should your Email Agent be especially careful with?

Select the groups whose messages should receive special handling.

Are there specific people, companies, or domains that need special handling?

Step 3 — What's Coming Into Your Inbox?

Which kinds of email do you regularly receive?

Choose all that apply. You can add more in the notes box.

Other email types you regularly receive

Step 4 — Build Your Rules

What should normally happen to different kinds of email?

Use plain language. You don't have to write technical Gmail or Outlook rules.

Category rules Specific sender rules Keyword or phrase rules

Step 5 — Exceptions

When should a general rule NOT apply?

Ask yourself: “When would I not want my Email Agent to follow this rule?”

List your exceptions

Step 6 — Priorities & Guardrails

How much freedom should your Agent have?

For each action, choose what you're comfortable allowing.

Apply a label

Mark Important

Skip the Inbox

Your Email Agent Plan

Review what you've built. Your plan is still stored only in this browser.

I'm Ready for My Personalized Prompt