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Inbound triage
The inbox never stops. Forward an inbound to Amy, a cold email, a pitch deck, a CV, a proposal, and she reads the whole thing, tells you what matters, judges whether it’s a fit, drafts a response in your voice, and logs it to your CRM.

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What you get

  • A concise summary of what came in and the key points
  • A fit assessment against the criteria you care about
  • A reply drafted in your voice, ready to review and send
  • The record logged to your CRM with a short note

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When to use it

  • A deck, CV, or proposal lands and you need a fast, structured read
  • You want consistent qualification of everything inbound
  • You want every inbound captured in your CRM without manual entry

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How to activate

Forward the email, with its attachment, to Amy and add a one line note about what you want done with it.
Forward an inbound to Amy with this note
Amy drafts the reply for you to review and send. She won’t send anything on your behalf unless you ask her to.
Save your fit criteria and a tone-of-voice profile to your context library, and Amy will assess each inbound and draft replies that sound like you.

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Integrations needed

Email

CRM (optional)

Knowledge base (Google Drive, Dropbox, Box)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.