How it Works


Meridian Point Operations turns inbound client emails into a structured ops queue—urgency, SLA due, request type, summary, and a clear next internal step—before anyone has to manually triage the inbox.

Internal-only. Human-reviewed. No auto-sending.

The Workflow in 3 Steps

1) Inbound Email

Client emails arrive as usual. Non-actionable noise (security alerts, newsletters, system notifications) is filtered out so ops only sees real requests.

2) Internal Triage

Each email is classified and summarized for ops review—urgency, SLA due, request type, and a one-line summary—so the team can prioritize immediately.

3) Ops Queue

A structured queue is created with suggested next steps and optional draft reply subject/body for review, so follow-ups are consistent and nothing gets missed.

What the Workflow Produces

  • Urgency — flags time-sensitive items so ops can prioritize fast
  • SLA Due — sets a clear deadline for handling the request
  • Request Type — labels the request (e.g., money movement, scheduling, account update)
  • One-Line Summary — a neutral summary of what the client is asking
  • Suggested Next Step — clear internal action (confirm details, request missing info, proceed internally)
  • Optional Draft Reply Subject & Body (Review-Only) — a starting point the team can edit or ignore

Controls and Safeguards

This workflow is designed for internal operations support. It does not provide advice, does not make decisions, and nothing is sent automatically.

  • Human-reviewed — staff approve actions and communications
  • Internal-only — outputs are for ops use, not client-facing
  • No auto-sends — drafts are optional and never sent automatically
  • Easy to pause or turn off — the automation can be disabled at any time

Start With a 2-Week Internal Pilot

We run a short pilot inside your systems to validate fit—then you decide whether to continue.

Start Internal Pilot

Frequently Asked Questions

Does this send emails automatically?

No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only—your team approves, edits, or ignores them.

Do you need access to our inbox?

No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.

What systems do you support?

Gmail or Outlook. Output to Google Sheets to start. If you prefer Excel/SharePoint or a CRM, that can be added once the pilot proves value.