Agent Email Workflow Examples

An inbound support email is classified, drafted by an agent, then held for human approval before send.

Workflow:
1. Receive inbound webhook.
2. Verify sender and tenant.
3. Extract issue, account ID, and urgency.
4. Draft reply with account context.
5. Send to approval queue.
6. Send after approval with one idempotency key.

The agent can draft quickly while the approval gate controls customer-facing risk.

Use approval for billing, security, and account-access replies.

Do not let the model send account-changing replies without review.

A sales alias receives an inquiry and the agent extracts company, use case, urgency, and requested next step.

Workflow:
1. Parse inbound message.
2. Extract company, role, use case, budget signal, and deadline.
3. Match sender to CRM account.
4. Route high-intent leads to sales.
5. Send a short confirmation if auto-reply is allowed.

The workflow separates extraction from the decision to reply, which keeps routing auditable.

Store extracted fields and the raw email together.

Do not overwrite CRM fields without confidence and source tracking.

A finance mailbox receives invoices that need attachment scanning, vendor matching, and review routing.

Workflow:
1. Receive inbound email.
2. Scan attachments.
3. Extract invoice number, amount, due date, and vendor.
4. Match vendor record.
5. Route exceptions to finance review.
6. Confirm receipt only after validation passes.

The agent handles extraction while the system gates attachment and vendor risk before any reply.

Treat attachments as untrusted input until scanning completes.

Do not send confirmation before the invoice is matched or queued.

An agent classifies inbound replies to a lifecycle campaign but does not answer automatically.

Workflow:
1. Receive reply.
2. Classify intent as interested, objection, support, unsubscribe, or other.
3. Apply unsubscribe immediately when requested.
4. Route support and objections to the right owner.
5. Add classification to the customer timeline.

Not every agent workflow needs outbound email. Classification alone can improve routing and compliance.

Keep unsubscribe handling deterministic and outside the model.

Do not auto-reply to unsubscribe requests with marketing copy.