Smarter Week

How to automate it

How to automate “sort through and reply to email”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

45 min
typically, every day
45%
of the time can be automated
Easy
to set up

Fix 1 of 2

AIBest fix

Have AI draft replies to routine email

Paste the thread and a one-line instruction; edit the draft instead of writing from a blank page. Most routine replies take a minute instead of five.

Typically saves about 35% of the time5 min to set up
  1. 1Open the AI assistant your company allows (or the one built into Outlook or Gmail).
  2. 2Paste the email thread, or use the built-in "draft reply" button.
  3. 3Tell it the point you want to make in one line.
  4. 4Read the draft, fix anything wrong, and send.
Prompt to copy
Draft a reply to the email below. My point: [WHAT YOU WANT TO SAY IN ONE LINE]. Keep it under 120 words, friendly and direct, and match the tone of the sender. Do not invent facts or commitments.

Email:
[PASTE THE EMAIL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gmail "Help me write" or Outlook Copilot

Fix 2 of 2

Process fix

Batch email twice a day and let rules file the noise

Rules move newsletters, notifications and CCs out of your inbox, and checking at set times stops email from cutting your day into pieces.

Typically saves about 25% of the time20 min to set up
  1. 1Create rules that move notifications, newsletters and emails where you are only CC'd into folders.
  2. 2Turn off desktop and phone notifications for email.
  3. 3Pick two or three set times a day to process the inbox to zero.
  4. 4Tell your team that anything urgent should come by phone or chat.

Tools: Outlook or Gmail rules

Quick wins

Have you tried…

Have you had AI draft a reply to a tricky or routine email?
You paste the email and say the point you want to make; the AI writes a draft you edit. Outlook and Gmail now have this built in.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

CEO / FounderGeneral Manager / VPDepartment head / DirectorPeople manager / Team leadChief of StaffSales Development Rep (SDR / BDR)Account ExecutiveAccount ManagerInside Sales RepSales ManagerSales Ops / RevOpsMarketing Manager / GeneralistContent / Social MediaDemand Gen / Performance MarketingBrand / Graphic DesignPR / CommunicationsSupport Team Lead / ManagerCustomer Success ManagerImplementation / Onboarding SpecialistOperations managerProject managerProgram manager / PMOOperations coordinatorAP / AR specialistStaff accountantController / accounting managerFP&A analystPayroll specialistCFO / finance managerRecruiterHR generalistHR business partnerPeople ops / HRIS specialistLearning & development specialistOffice managerReceptionist / front deskAdministrative assistantIn-house counselContract managerParalegal / legal operationsCompliance managerProcurement / purchasing specialistIT support / HelpdeskProduct managerAgency Account / Client ManagerAgency Project ManagerConsultantAccountant / Bookkeeper (firm)Paralegal / Legal AssistantAttorney / Lawyer (firm)Insurance Agent / BrokerAgency / Staffing RecruiterPractice / clinic managerMedical billing / coding specialistPhysician / clinicianDentistVeterinarianConstruction project managerEstimatorDispatcher / service coordinatorConstruction office admin / project coordinatorProduction supervisorQuality / QA inspectorPlant / operations managerInventory / supply plannerFleet / transport dispatcherPurchasing / buyerStore / shift managerDistrict / area managerSchool administratorGovernment caseworker / clerkProgram manager / coordinatorFundraiser / development officerSocial worker / case managerProperty manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for CEOs / Founders