Agent sorting mail

Parsing mail is an ideal task for an agent because it is repeatable and follows rules. Mechanics: The agent reads the letter, assigns it to a category, and performs a predefined action for that category. This means that your job is not to parse the letters yourself, but to describe the system once: a list of categories, a rule for each, and what to do in controversial cases. Insider trick: create a category “for escalation” - everything that does not fit the rules or affects money/client goes here, and the agent passes it on to you, rather than deciding it himself. This way you are protected from amateur activity. The second technique is a “do not touch” list: important senders or topics that the agent never archives or automatically responds to. A typical mistake is to set only the “important/unimportant” categories without rules and without actions: the agent will arrange the letters as he understands, and this rarely coincides with your meaning. A good system is clear categories plus a specific action for each plus obvious exceptions. Then the routine goes away, and you retain control over the important things.