Email Triage
Email triage is the process of reviewing, classifying, and acting on incoming emails. Atlas combines AI classification with manual controls for efficient email processing.
Triage Workflow
Email arrives → AI classifies → You review → Take action
AI Pre-Classification
When an email lands in your Smart Inbox, Atlas AI has already:
- Matched it to an entity — based on sender, subject, and content
- Categorised it — tax, compliance, billing, general
- Assessed urgency — low, medium, high, urgent
- Suggested an action — reply, create task, forward, archive
Your Review
Review the AI's work and either:
- ✅ Confirm — accept the classification and act
- ✏️ Correct — change the entity, category, or urgency
- ⏭️ Skip — leave for later
Actions
From any email in the inbox, you can:
| Action | Description |
|---|---|
| Reply | Compose a response (sent via your connected Gmail) |
| Create Task | Convert the email into a task with a checklist |
| Link to Entity | Associate with a specific client entity |
| Forward | Forward to a team member |
| Archive | Move out of the active inbox |
| Snooze | Reappear at a specified date/time |
Bulk Triage
Select multiple emails to:
- Archive all
- Assign to a single entity
- Change category or urgency in bulk
Conversation Threading
Emails from the same thread are grouped together. Click on a thread to see:
- The full conversation history
- All participants
- Any tasks created from this thread
- Entity associations
Smart Suggestions
Over time, Atlas learns your triage patterns:
- Emails from recurring senders get auto-classified more accurately
- Common actions are suggested based on your history
- Entity matching improves with each correction