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My agent checks my inbox every 2 hours and files client work for me

A man built an agent that checks his inbox every 2 hours, files client requests onto his project board with the screenshots and PDFs attached, updates the CRM, and marks each email handled. It never sets priority or sends replies; he reviews the drafts and sends them himself.

How it works

  1. Agent checks the inbox every 2 hours
  2. It files each client request onto the project board
  3. It carries the screenshots and PDFs with it
  4. It updates the CRM
  5. It marks the email handled
  6. He reviews the drafts and sends the replies himself

Why it’s worth knowing

The agent does the filing, the board updates and the CRM on a 2 hour loop, but it is not allowed to send a single reply.

Where it’s from

Summarized from a public post on bsky.app. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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