Setup checklist#
- ☐ Classify by action needed: reply, read, schedule, approve, ignore.
- ☐ Route newsletters and notifications out of the primary view.
- ☐ Flag messages from key contacts and threads you started.
- ☐ Generate a summary for long threads so triage is possible without opening them.
Audit checklist#
- ☐ Confirm you are not: filters that hide important mail from unknown senders (new clients).
- ☐ Confirm you are not: no review loop for misclassified messages.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
How does AI triage decide what is important?
Signals include sender relationship, whether you are in To or CC, question marks and deadlines in the body, and thread history.