Set up email-triggered handling for incoming messages
Grok Bot can react to new email, summarize it, draft replies, pull invoice details, and hand off follow-up work through connected tools.
- What they did
- A person configured Grok Automations with email triggers based on sender, recipient, or subject rules. When a message matched, the email content gave the bot context, and it could summarize the note, look up related information, draft a response, extract billing details, mark urgent messages, and use connected apps or files to carry out next steps. The setup could also be started from chat, with files and connectors attached, and each run was saved as a conversation they could review later.
- How it went
- The workflow handled incoming mail and could deliver the output through an app notification or by email. No specific performance numbers or case results were given.
- Tips
- Be explicit about which messages should trigger the bot and what counts as urgent. Add a pause before any reply is sent, any payment is made, or any other irreversible action happens.
Try it yourself with Grok Bot
Watch my inbox at [email address] and run when a new message matches [sender/recipient/subject rules]. For each match, summarize the email in [1-2 sentences], check whether it is urgent using [your criteria], and draft a reply if one is needed. If the message is an invoice, extract [vendor], [amount], [due date], and [invoice number] into [tool or spreadsheet]. Use [connected apps/files] to complete any safe follow-up steps, but stop and ask for my approval before sending anything, paying anything, deleting anything, or submitting anything.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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