Custom Solution

Email Triage

Executive email management for assistants who can't afford to miss a thing.

Manage multiple email accounts, auto-categorise by priority, generate daily executive briefs, and track all communications — emails, meetings, phone calls, and verbal requests. Built for executive assistants, office managers, and directors' secretaries who need to stay on top of everything.

At a Glance

5
IMAP Accounts
4-Level
Auto-Priority
Daily
Executive Briefs
Full
Audit Trail

Executive Email is Overwhelming

Directors receive hundreds of emails daily across multiple accounts. Without intelligent management, critical communications get buried and valuable time is spent sorting instead of acting.

Inbox Overload

Hundreds of emails arrive daily across multiple accounts — personal, departmental, shared mailboxes. Without a unified view, assistants toggle between webmail interfaces, missing context and wasting time on manual sorting.

Manual Prioritisation

Every email must be read, evaluated, and categorised by hand. Critical requests from key stakeholders get buried under newsletters, automated notifications, and low-priority correspondence. Hours spent sorting instead of acting.

Lost Verbal Requests

Phone calls, corridor conversations, and verbal instructions from meetings disappear without a trace. There's no system to log, track, and follow up on communications that happen outside email.

All Accounts, One Dashboard

Connect up to five IMAP email accounts and manage them from a single interface. No more switching between webmail tabs.

Unified Inbox

View all incoming emails from every connected account in one stream. Filter by account, by priority, or see everything together. Real-time IMAP synchronisation keeps your view current.

Account-Specific Views

Switch to any individual account for focused management. Each account maintains its own folder structure, read status, and synchronisation schedule.

Email Details

Full email rendering with attachment detection and counting. Add notes, assign follow-ups, and change categories without leaving the interface.

Status Tracking

Track every email through its lifecycle: New, Read, Archived, Requires Action. Mark emails that need the director's attention separately from those the assistant can handle.

Automatic Priority Classification

Four priority levels — Critical, High, Medium, Low — assigned automatically by a configurable rules engine. VIP senders, keyword patterns, and domain rules ensure the right emails get attention first.

Triage Rules Engine

Define rules based on sender address, domain, subject keywords, or regex patterns. Rules are processed in priority order — the first match wins. Build as many rules as you need, test them, and refine over time.

VIP Detection

Mark critical senders whose emails are always flagged as highest priority. Board members, key clients, regulatory bodies — their messages surface immediately, regardless of subject line or content.

Manual Override

When automation isn't enough, manually recategorise any email with one click. Override decisions are logged for audit purposes and can inform future rule creation.

Morning Brief, Ready Automatically

One-click generation of a comprehensive daily summary. Available in text and HTML format — ready to send to the executive, print, or review before the morning meeting.

1

Collect

System aggregates all email activity, categorisation changes, new arrivals, and pending items from the previous 24 hours across all connected accounts.

2

Analyse

Emails are grouped by priority level and status. Critical items requiring immediate attention are highlighted. Activity metrics are calculated.

3

Generate

A formatted brief is produced with counts by category, highlighted critical items, activity summary, and pending follow-ups. Available in plain text and HTML.

4

Deliver

Review the brief in the dashboard, copy to clipboard, or use it as the basis for your morning briefing. Ready when you arrive at the office.

Meetings, Organised

Full meeting management with calendar view, participant tracking, and iCalendar export. Track every meeting from scheduling through completion.

Calendar View

Monthly calendar view showing all scheduled meetings. Colour-coded by type — internal, external, video call, phone call. Click any day for a detailed list of that day's meetings.

Participant Management

Add participants to each meeting with contact details. Track who attended, who was invited, and maintain notes about each person's involvement and action items.

iCalendar Export

Export any meeting as an .ics file for import into Outlook, Google Calendar, or any standard calendar application. Keep your personal calendar synchronised with meeting schedules.

Beyond Email — Track All Communications

Not everything arrives by email. Phone calls, office visits, corridor conversations, and verbal instructions during meetings — all captured, tracked, and followed up.

Capture

Log Every Interaction

Create records for phone calls, visits, in-person meetings, and any other verbal communication. Capture the contact name, datetime, subject, detailed notes, and assign a priority level.

  • Phone calls with caller details
  • Office visits and walk-ins
  • In-person meeting notes
  • Priority assignment per item
  • File attachment support

Track

Status Workflow

Every verbal input follows a clear workflow: Open → In Progress → Completed. Flag items that require action, assign responsible parties, and track resolution. Nothing falls through the cracks.

  • Open → In Progress → Completed workflow
  • Requires Action flagging
  • Responsible party assignment
  • Resolution tracking
  • Complete interaction history

Never Miss a Follow-Up

Create follow-up items from any email, meeting, or verbal input. Assign deadlines, track progress, and catch overdue items before they become problems.

Create & Assign

Generate follow-up items directly from emails, meetings, or verbal inputs. Set deadlines, assign responsible parties, and link back to the source communication for full context.

Overdue Detection

Automatic detection of overdue follow-ups. Items past their deadline are flagged and surfaced in the dashboard, ensuring nothing is forgotten even during busy periods.

Source Linking

Every follow-up maintains a link to its origin — whether that's an email, a meeting note, or a verbal input record. One click takes you back to the full context of why this action was needed.

Complete Audit Trail

Every action in the system is logged with timestamp and user attribution. Filter by date, user, or action type for instant review of what happened and when.

Activity Log

Comprehensive logging of all actions: email categorisation, forwarding, archiving, follow-up creation, meeting scheduling, and status changes. Every entry includes who did what, when, and to which item.

Timeline Visualisation

Chronological timeline view of all activity across emails, meetings, verbal inputs, and follow-ups. Daily and weekly breakdowns provide pattern visibility. Filter by date range, user, or action type for focused analysis.

Real-Time Overview

A single dashboard showing everything that needs attention. Email counts, upcoming meetings, pending follow-ups, and recent activity — all updated in real time.

Email Intelligence

Email Statistics

Real-time counts broken down by category, status, and account. See how many critical items need attention, how many emails arrived today, and the distribution across your connected accounts.

  • Counts by priority (Critical/High/Medium/Low)
  • Counts by status (New/Read/Archived)
  • Per-account breakdown
  • Critical items requiring attention
  • Trend indicators

Operational View

Activity & Scheduling

Today's meetings, upcoming follow-up deadlines, and recent activity feed — everything an executive assistant needs for the day ahead, visible at a glance.

  • Today's meeting schedule
  • Upcoming follow-up deadlines
  • Overdue items alert
  • Recent activity feed
  • Quick-action shortcuts

Technical Foundation

Built on a modern, async Python backend with real-time IMAP synchronisation. Lightweight frontend, containerised deployment, production-ready.

FastAPI

Async Backend

PostgreSQL

Database

IMAPClient

Email Sync

SQLAlchemy

ORM Layer

Docker

Deployment

Deployment Options

Your emails, your infrastructure. Email Triage is deployed per-client with Docker Compose — not a shared SaaS platform.

Option A

Your Infrastructure

Deploy Email Triage on your own VPS or server with Docker Compose. Configure your IMAP credentials, connect your accounts, and maintain complete control over your data.

  • Docker Compose deployment
  • Configure your own IMAP accounts
  • Full control over all data
  • Direct database access
  • We provide installation support

Option B

Managed Hosting

We deploy and maintain everything. VPS provisioning, domain, SSL, IMAP configuration assistance, backups, and updates — fully managed so you can focus on your executives.

  • VPS, domain, SSL included
  • IMAP configuration assistance
  • Automated backups
  • Regular updates and maintenance
  • Priority support

Pricing Structure

Email Triage pricing is based on deployment model and the number of email accounts connected. Each deployment is configured to your specific requirements — IMAP accounts, triage rules, notification preferences, and integration needs.

  • One-time setup fee (deployment, configuration, onboarding)
  • Annual maintenance contract (updates, support, backups)
  • Pricing based on number of email accounts
  • No per-email or per-user fees
  • Optional: Managed hosting

Contact us for a custom quote tailored to your organisation.

Request a Quote

Ready to tame your executive's inbox?

Stop juggling multiple webmail tabs, manually sorting hundreds of emails, and losing track of verbal requests. Email Triage brings all communications together in one platform built for executive assistants who need to stay on top of everything.

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