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Sorting and Routing

Create inbox rules that route checks, contracts, and priority letters into the Accounting folder using sender and subj…

2heights
2tasks
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See the prompt↓More tasks workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create inbox rules that route checks, contracts, and priority letters into the Accounting…+
Create inbox rules that route checks, contracts, and priority letters into the Accounting folder using sender and subject filters, and apply a red category to anything labeled 'Invoice' or 'Check' so accounting sees them first.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Refine the sorting so checks from FinanceBank are moved to Accounting>Checks and contracts with…+
Refine the sorting so checks from FinanceBank are moved to Accounting>Checks and contracts with 'Contract' in the subject go to Accounting>Contracts; add a yellow category for items needing signatures and notify Helen in Accounting when a contract arrives that needs review to prevent missed items.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Keep the incoming mail sorted so checks, contracts, and priority letters go straight to accounting.

Who does this

1 roles
Office Clerk

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.