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🧾 How Do I Use AI to Triage My Inbox and Save Hours?
AI can act like your executive assistant. This week’s AI+ shows how to prompt ChatGPT to triage emails, prioritize urgent tasks, and save 2 hours a day.
☕ Morning, financial pro!
You’ve got 47 unread emails… and it’s only 9:07am.
That one from the anxious pre-retiree? Needs a reply.
The one with a PDF from a CPA? Can wait.
The “Just checking in 😊” from someone who ghosted for 6 months? Delete.
You could spend 2 hours playing email triage hero.
Or you could let AI sort them by urgency, type, and next action — in seconds.
This week, we show you how to use ChatGPT and free tools to instantly clean up your inbox, prep for the day, and get your time back.
Here’s what’s inside this week:
⚡ 1 AI Hack Summarize and prioritize your inbox in seconds
🛠️ 3 Free Tools Summarize and prioritize your inbox in seconds
🧠 1 News Byte How execs are gaining 2 extra hours a day using AI assistants
📚What’s Happening Inbox zero gets smarter — and finally doable
😂 Meme Corner: When AI replies “Let’s circle back” to all your unread messages
And more…
Let’s get to it 👇
⚡1 AI Hack: Inbox Clarity in 30 Seconds
🧠 The Problem:
Your inbox is full of potential revenue, risk, and to-dos — but buried under noise. Manually triaging it wastes hours a week and drains mental energy.
🧰 What You’ll Need:
ChatGPT
A Gmail or Outlook account
A quick export or copy-paste of recent emails
🪜 Step-by-Step Instructions: Correct AI Misinformation Without Sounding Defensive
🧾 Scenario:
You want a quick snapshot of 10–20 recent emails and what to do next — without reading every one.
✅ Step 1: Paste your latest emails into ChatGPT
Copy subject lines and short previews (or use a plugin to extract them)
Then use this prompt:
“Act like an executive assistant for a financial adviser. Based on the subject lines and snippets below, organize the emails by urgency and recommend actions for each.”
Email 1: “Client Review Meeting Follow-Up” — “Just wanted to confirm if we’re good for next week.”
Email 2: “New 401k Contribution Rules” — “Thought this might be relevant.”
Email 3: “Performance Report: Q2” — “Attached PDF from accounting firm.”
Email 4: “Checking In” — “Hey, just seeing if now’s a good time to talk about retirement.”
Email 5: “Free Webinar This Thursday” — “Seats are limited!”
✅ Step 2: Let ChatGPT triage them
You’ll get a table like:
Urgency | Suggested Action | |
|---|---|---|
Client Review | High | Confirm date & prep notes |
401k Rules | Medium | Save for client comms review |
Performance PDF | Low | Skim later, no action needed |
“Checking In” | High | Call this lead back — warm again |
Webinar | Low | Unsubscribe if irrelevant |
✅ Step 3: Act in batches
Now, batch your actions:
Reply to top priority emails first
Snooze or label lower-tier ones
Archive or unsubscribe from time-wasters
💡 Pro Tip:
Save the AI summary in your CRM or prep doc — it doubles as a “what to do today” list.
Want this kind of automation on demand? My personal GPT includes inbox prompts, triage workflows, and more.
🔗 Try it here: https://bit.ly/theaiplus_financegpt
🛠️ 3 Free AI Tools to Try This Week
🔍 ChatGPT (Free)
Use Case: Summarize and sort emails by urgency + type
Tip: Add “Act like an assistant to a financial adviser” to make responses tailored
📥 Clean Email
Use Case: Bulk unsubscribe, auto-sort newsletters, and triage inbox
Tip: Combine with ChatGPT to label what’s actually important
⚙️ Zapier + Gmail
Use Case: Auto-extract new emails and summarize them in ChatGPT via a Zap
Tip: Use filters to send only “Client” or “Urgent” tags to ChatGPT
📰 News Byte: AI Is Already Saving Hours in Email—Here’s How
In the UK, the Treasury has rolled out an AI-driven correspondence triage system using OpenAI tech to sift thousands of incoming emails.
What’s happening:
It flags high‑priority or risky messages and suggests standard responses. Pilots show it handles about 70% of replies accurately, freeing staff from “several hours of manual work per day” and allowing them to focus on strategic tasks. Importantly, every AI suggestion is still reviewed by humans to protect sensitive info—mitigating misdirection risks.
Why it matters:
Surveys reveal 73% of Gen Z workers now rely on AI tools to manage their inbox—categorizing, prioritizing, even drafting replies—reporting significantly less stress and fewer missed messages.
📚 What’s Happening
📥 AI is quietly becoming your inbox manager:
Gmail, Outlook, and Slack already offer smart replies, auto-sorting, and thread summaries—mostly unnoticed until you depend on them.
💡 Teams save 4+ hours per week:
Tools like Superhuman automate prioritization and smart replies. Users process twice as much email in the same time—and get their lives back.
Meme Corner 😂
That’s a wrap!
✅ You learned how to prompt ChatGPT to triage your inbox in 30 seconds
✅ Got tools to batch replies and clear noise automatically
✅ Saw how AI can save you 2 hours a day by organizing priorities
Inbox chaos → inbox clarity.
Requests, ideas or prompts, hit reply or comment and let me know - I read every response/comments.
Know a financial adviser drowning in email? Share this issue → https://theaiplus.beehiiv.com/subscribe
Until next time,
Stay sharp, stay strategic, and let AI do the inbox grunt work. 😎
Shirley, Chief Nerd at The AI+
✨ PS: I built a personal custom GPT that includes inbox prompts, triage workflows, personal finance, budgeting and more. Check it out here: https://bit.ly/theaiplus_financegpt
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