Each incoming message is classified — needs a reply, needs an action, needs nothing — and ranked by what it affects. In a sales context the ranking uses deal data: a message from a champion on a deal closing this month outranks a newsletter regardless of who sent it more recently. The draft is generated from the thread plus the deal record, so it can reference what was agreed rather than acknowledging receipt.
Two hundred messages arrive overnight. Twenty need a reply. Those twenty are drafted and ordered by deal impact; the rep approves, edits or skips each one in about ten minutes.
Email triage is sorting an inbox by what genuinely requires action. In sales tools it typically means AI reading each message against CRM context, ranking by deal impact, and drafting replies for approval.
Rules match on sender or subject and can only file messages. Triage reads the content and the surrounding deal context, so it can tell a routine update from a buying signal that arrived in the same thread.