2-Week Internal Pilot

We run a 2-week internal pilot that turns client emails into a structured ops queue.

Urgency + SLA due + request type + summary + next step—ready for human review.

Internal-only. No auto-sending. Easy to turn off.

Setup:~30 minutes.

What's Included

    • Initial setup in your environment
    • Queue output to your spreadsheet with urgency, SLA due, request type, summary, and next step
    • Noise filtering (newsletters, alerts, system notifications)
    • Optional draft reply subject & body (review-only) for common requests
    • Pilot tuning (1-2 rounds) based on your team's feedback and real examples
    • Controls & safeguards: human-reviewed, internal-only, no auto-sending, easy to pause/turn off
    • Support during the pilot via email for setup and adjustments

What's Not Included

    • No auto-sending — nothing is sent to clients automatically
    • No advice or decisions — this does not provide investment advice or make approvals
    • No policy changes — your firm’s processes and approvals stay the same
    • No outsourcing ops — your team remains in control; this is a support layer
    • No data storage — client emails stay in your systems only
    • No long-term commitment — cancel anytime after the pilot

What Success Looks Like

    • Faster flagging of urgent requests (wire transfers, margin calls, deadline-driven asks)
    • Less time reading and summarizing long email threads
    • Clearer next steps for ops execution and advisor hand-offs
    • More consistent follow-ups with fewer missed items
    • Cleaner visibility into what’s pending vs completed
    • Measurable impact in week 1 (time saved per day or faster triage turnaround)

What Happens After

  • Option A — Continue Monthly

    We keep the workflow running and provide ongoing tuning, filter upkeep, and support month-to-month as your inbox patterns change. Most teams start with one inbox and expand after the pilot.

  • Option B — Turn It Off

    You disable the automation and the pilot is closed. No further processing occurs.

  • Either way, it runs in your systems and you control the on/off switch.

Request the Pilot

Submit the form and we’ll reply with a short setup checklist and confirm which inbox you want routed into the ops queue. No calls required.

Request 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.

How long does setup take?

Most teams are live in 30 minutes or less for a basic pilot. (If your permissions are locked down, it can take longer—no drama, just coordination.)

What kinds of emails get filtered out?

Non-actionable noise like security alerts, newsletters, receipts, and system notifications can be filtered so the queue stays focused on real client work.

What happens if we don’t continue after the pilot?

You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.