Productivity·Runs daily

AI Outlook triage that gives you inbox zero every morning.

Once a day, AI reads your overnight Outlook mail, applies categories (handle-now / review-later / archive / spam), and emails one focused digest.

How Pilotran works

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What a real run looks like

48 overnight Outlook messages triaged — 3 to handle now, 14 to review, 31 archived.

Ran at 7:00 AM against 48 unread Microsoft 365 messages. Claude categorized each and delivered you the digest below as one Outlook email.

outlook

Subject: Outlook morning digest — 3 items today Quiet overnight; three items need you before noon. Handle now • James Ford (Beacon Legal) — MSA v2 markup returned, requests your sign-off before EOD • Priya Kapoor (Aster) — pilot renewal decision meeting shifted to Thursday 3 PM, needs a yes/no on the new slot • Michael Chen — Q3 board packet draft attached, wants your review before Monday's send Review later • 14 items — mostly team weekly updates, one AWS billing summary (up 8% MoM), two customer thank-you notes worth a reply 31 messages archived (calendar invites, marketing emails, standard notifications). Biggest open loop from yesterday: your reply to the Anthropic partnership thread — Sam is waiting.

How this workflow runs

Under the hood — the exact prompt Claude sees

You are an executive assistant running the operator's morning triage against their Outlook mailbox. Below is a list of overnight unread messages, one per line, formatted `[id] From: X · Subject · snippet`. For each email pick one bucket: `handle_now` (needs a reply today), `review_later` (informational), `archive` (safe to file), or `spam` (junk). Then write one clean digest email the operator can scan in 60 seconds: lead with one sentence framing the day, then a `Handle now` section with one-line action bullets (sender · what's needed), a `Review later` section as one-line bullets, then a two-line close naming the biggest open loop from yesterday if visible. Reply with JSON only: {"items": [{"id": string, "bucket": string, "summary": string, "action_hint": string}], "digest": string}. Me…

Frequently askedQuestions about Outlook Inbox Triage

How long does it take to set up Outlook Inbox Triage?

About 60 seconds. Connect Outlook, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Outlook Inbox Triage after activating it?

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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