n8n
Inbox Triage in n8n
Sample data. Valisthea Psychiatry is a fictional practice, so every name and number is synthetic.
When a whole team shares one inbox, it is nobody's inbox. I built an n8n workflow that sorts every message to the right team, prepares a reply and chases what is late, and sends nothing until a person approves.
78
replies drafted, 11 quarantined
- The problem
- A shared inbox needs sorting by team, and suspicious mail needs keeping apart.
- The result
- 78 replies drafted for approval, 11 quarantined.
What it does
- Every 15 minutes during the day, Monday to Saturday, it reads the new messages.
- It looks for crisis words first, before the AI sees anything. The on-call clinician is alerted and the 988 line is sent.
- Suspicious messages, like a changed bank account or a fake login link, go to a quarantine tab for management. The AI never sees them.
- Everything else goes to the AI, Gemini, which only sorts it and picks one of 11 approved reply templates. It does not write the reply.
- Each message lands in a Google Sheet the teams work in. A person reads the draft, fixes the wording and approves it.
- Late items are flagged, and the team lead hears about them.
What keeps it safe
- Apart from the 988 line on a crisis message, nothing goes to a patient or a partner until a person approves, and it only goes out once.
- Replies are built from wording the practice already approved, so the AI cannot make something up. A bad AI answer is caught and handed to a person.
- At the end it counts everything. Every message must have an owner, or it sends an alert.
How I tested it
- In a test inbox of 114 messages, with a stand-in for the AI so every answer was known, all 114 reached the right team and end state. 78 replies were drafted, 4 crisis messages were alerted first and 11 suspicious ones went to quarantine. That tests the workflow, not the AI.
- 78 of 78 drafts matched an approved template exactly. 14 of 14 bad AI answers I planted were caught or ignored.
- The 17 messages my rules handle never reached the AI, and the AI's request log shows it.
- On its own the AI got urgency right on 69 of 91 messages and under-called some, so I added a rule floor on top of it.
Built with
- n8n
- Gemini
- Google Sheets
Want one like this for your business?
Tell me what is slowing your team down. I will tell you what to automate, and what not to.