Getting started, start to finish.

Create your account

Go to Sign in and continue with Google or Microsoft. There is no separate password: we use your provider’s secure sign-in and never see your password.

New accounts get a 7-day trial of every feature, then stay on the Free plan (one mailbox, 50 emails a month) unless you upgrade. No card is needed to start.

Once you’re in, a Finish setting up checklist at the top of your inbox walks you through the rest of this guide. Each step ticks itself off when it’s done.

Connect your mailboxes

1. Open Accounts in the sidebar.
2. Choose + Connect Gmail or + Connect Outlook.
3. Approve the permissions. They are listed, with the reason for each, on our Trust page.

Connect as many mailboxes as your plan allows (one on Free, unlimited on paid plans). They appear in one inbox, and the same email arriving in two of them is shown once.

What happens in the first hour

Mail is checked every five minutes. Each new email is read once, put in a category, given a priority from 1 to 10 with a one-line reason, and, if it needs an answer, given a drafted reply. Low-priority mail (2 or below) is archived for you; change or switch that off in Settings.

email-triage.app/dashboard

Reading the inbox

• The number is the priority. 8 or above means today; 1–2 means it can wait forever.
• Open an email to see why it scored that, any action items, the sender’s tone, and the draft.
• Wrong category? Change it on the email. If it was marked Cold Outreach, that sender is remembered as safe.
• Want it sooner? Press Check Mail at the top of the inbox to check now.

Teach it your writing style

In Settings → Writing-style anchor, choose Learn my style. It reads a sample of your recent sent mail and keeps a short description of how you write (greeting, sign-off, length, tone). Only that description is stored, never the emails.

Labels in Gmail and Outlook

Turn on Settings → Sync to Gmail / Outlook to see triage results in the mail app you already use.

• Gmail gets labels under Email Triage/: one for the category, plus Email Triage/Priority for anything scored 8 or higher.
• Outlook gets categories that start with Email Triage:.
• Archiving here archives there. Mail you archive yourself in Gmail is never pulled back.
• Choose Label my last 30 days to label mail that arrived before you switched it on.

The daily digest

In Settings → Daily digest email, switch it on and pick an hour. It uses your browser’s timezone, which you can change.

Each morning you get one email listing what’s urgent and what needs a reply, each with its reason and a link to the draft, plus how many low-value emails were cleared away. On days with nothing to report, nothing is sent.

The cold-email blocker

Unsolicited sales, agency, SEO and recruiting pitches are tagged Cold Outreach. In Settings → Cold-email blocker choose what happens to them:

• Label only (the default) keeps them in your inbox, tagged.
• Label and archive moves them out of the way.
• Off treats them like any other marketing email.

Anyone you’ve emailed before (from your Gmail Sent folder), anyone you’ve replied to through Email Triage, and anyone on a positive priority rule is never treated as cold. Add a person or a whole domain such as @supplier.com to Never treat as cold at any time.

Settings

Rules in plain English

1. In Settings → Rules in plain English, type what you want, the way you’d say it.
2. Choose Test this rule. You’ll see it restated in plain words and a list of your last 50 emails it would have matched.
3. If that’s right, choose Turn on rule. If not, rephrase and test again.

Rules that work well

• “Archive receipts from Payflow and label them Finance”
• “Anything from @bigclient.com is urgent”
• “Emails with invoice in the subject go to Needs Response”
• “Don’t draft replies to newsletters”

A rule can match on sender, domain, words in the subject or body, category and priority, and can set the category or priority, archive or keep in the inbox, add a label, or skip the draft. If part of what you wrote can’t be done, it says so before you turn it on. Pause or delete a rule at any time; each one shows how many emails it has matched.

Settings · Rules

For quick weighting without wording, Priority rules raise or lower the score for a sender, domain or subject phrase.

Better drafts

Drafts use your writing style and, if you add them, your own facts. In Settings → Knowledge for drafts, add a web page (your FAQ, pricing or policies page) or paste text. Only the few snippets that match each email are used.

Use Try it with a sample question to see which snippets would be picked. When an answer isn’t in your notes or the email, the draft says you’ll confirm instead of guessing.

Under AI Response Preferences you can also set tone, length and a short note about yourself that every draft takes into account.

Manual, Copilot, Autopilot

In Settings → Replies, choose per kind of email:

• Manual — no draft is written.
• Copilot — a draft waits for you to edit and send. This is the default.
• Autopilot — the draft is sent for you, after an undo window. Available for Needs Response, Internal Communication and Support Request, on the Autopilot plan, for Gmail accounts.

Autopilot only sends when all of these are true:

• the AI is at least 85% confident and hasn’t flagged the email “Needs a look”;
• you have emailed the sender before;
• the sender doesn’t sound frustrated or under pressure;
• you are under your daily limit (10 unless you change it).

Every send waits out your undo window (2 to 60 minutes). The activity list shows what is about to go with an Undo button, what was sent, and what was held back and why. Sending your own reply or archiving the email in Email Triage cancels a queued send.

Settings · Replies

Meeting times from your calendar

In Settings → Calendar: offer meeting times, choose Connect calendar next to a Gmail account and approve Google’s free/busy permission. We see when you’re busy, never what the meetings are.

Set your working hours, working days and usual meeting length. When someone asks to meet, the draft offers three free times on different days, in your timezone. If they suggested a time, it’s only accepted when you’re actually free.

Telegram and AI assistants

Telegram

In Settings → Integrations, choose Connect Telegram and press Start in the chat that opens. Urgent emails arrive as messages with Archive and Snooze 1 day buttons, and your digest is sent there too. Send /digest any time, or /stop to disconnect.

Claude, Cursor and other MCP clients

Create a token under AI assistants (MCP). Tokens are read-only unless you tick Allow archive/snooze, and are shown once, so copy it straight away. Then add the server to your client:

{
  "mcpServers": {
    "email-triage": {
      "type": "http",
      "url": "https://email-triage.app/api/mcp",
      "headers": { "Authorization": "Bearer et_your_token_here" }
    }
  }
}

Your assistant can then list priorities, search, fetch an email and read the digest (and archive or snooze, with a write token). Revoke a token at any time.

Plans, limits and your own key

When you reach your monthly limit, new mail still arrives in your inbox; it just isn’t scored or drafted until the month resets or you upgrade. Upgrade, change plan or cancel from Pricing or the billing portal in Settings.

With Bring your own AI key in Settings, AI calls are billed to your own Anthropic account and Pro drops to $12 a month (Autopilot $29). The key is encrypted and never shown again.

Privacy and leaving

• Your email is never used to train AI.
• We store the sender, subject, date and the first 10,000 characters of each email so the app works. Attachments are never stored.
• Every prompt we send to the AI is published on the transparency page.
• Disconnect a mailbox under Accounts, or revoke access in your Google or Microsoft account. Data is removed within 30 days of disconnecting or deleting your account.

The full detail, including every permission and subprocessor, is on the Trust page.

If something looks wrong

No emails are showing up

Give it five minutes after connecting, or press Check Mail in the inbox. If an account shows as disconnected under Accounts, reconnect it; this happens when a password changes or access is revoked.

Emails arrive but have no score

You’ve reached this month’s limit. Upgrading takes effect straight away.

Labels aren’t appearing in Gmail

Check that Sync to Gmail / Outlook is on. Only mail triaged after you turned it on is labelled; use Label my last 30 days for older mail. Labels can take a minute to appear.

The digest didn’t arrive

It’s skipped on days with nothing to report. Otherwise check the hour and timezone under Daily digest email, and your spam folder for the first one.

Something important was marked cold

Move it to the right category. That sender is added to Never treat as cold automatically.

Still stuck?

Contact us. A person reads every message.

Common questions