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Automations turn your inbox from a to-do list into a system that handles itself. Each one takes under two minutes to set up through the AI agent sidebar (p a).
Auto-checks your calendar when someone confirms a meeting and drafts a confirmation or flags conflicts.Open the agent sidebar and say: “When someone confirms a meeting time, check my calendar for conflicts. If none, draft a short confirmation. If there’s a conflict, message me on iMessage.”
Agent sidebar showing completed meeting confirmation automation
Tip: Add “only for meetings with external participants” to skip internal confirmations.
Forwards receipt and payment confirmation emails to your expense tool automatically.Tell the agent: “When I receive a receipt or payment confirmation, forward it to receipts@expensify.com”Replace the address with your Expensify, Ramp, or Brex intake email.Tip: Be specific — say “receipts and invoices, but not subscription renewal notices” to keep your expense tool clean.
Every morning, scans for emails you sent with no reply, emails you never responded to, and commitments you haven’t fulfilled. Sends a summary via iMessage.Tell the agent: “Every weekday at 8am, scan my inbox for dropped balls — emails I sent with no reply in 7 days, emails I didn’t respond to, and commitments I haven’t followed up on. Send summary on iMessage.”The agent creates a recurring reminder via AWS EventBridge.Tip: Adjust the time to when you start your day. Say “email me the summary” if you prefer email over iMessage.
Instantly forwards verification codes from email to iMessage so you don’t context-switch.Requires the iMessage agent to be connected.Tell the agent: “When I receive an email with a verification code or OTP, send me the code on iMessage immediately.”The agent extracts just the code number, not the full email body.
Alerts you on iMessage with a visual preview when specific people email you.Tell the agent: “When I receive an email from jane@bigclient.com or anyone @investor-fund.com, message me on iMessage with a preview.”Tip: You can also trigger on conditions like “any email with ‘urgent’ in the subject.”
Before each meeting, researches attendees via LinkedIn and your email history, then sends a structured briefing on iMessage.Tell the agent: “10 minutes before any meeting with external attendees, prep me for the meeting and send the briefing on iMessage.”The briefing includes attendee profiles, recent email threads, key topics, and suggested questions.Tip: Narrow with “only for meetings with people outside my company” or “only meetings with ‘investor’ in the title.”
Drafts a follow-up email to all attendees with action items after a meeting ends. Integrates with Granola notes if connected.Tell the agent: “5 minutes after any external meeting ends, draft a follow-up email to all attendees with a summary and next steps. Don’t send — just draft.”Tip: Connect Granola in Settings > Integrations for more accurate follow-ups.
Every Friday (or your preferred time), reviews your entire week of email and sends a categorized summary: resolved, pending, owed replies, and threads to watch.Tell the agent: “Every Friday at 3pm, review my email from this week. Summarize what’s resolved, pending, who I owe replies to, and important threads. Send via iMessage.”Tip: Change to Monday mornings for a “week ahead” view.
Monitors key customer threads and flags any where a customer is waiting on you for more than N days.Tell the agent: “Every weekday at 9am, check if any customers from @bigclient.com have emails waiting for my reply for more than 2 days. Message me on iMessage.”Tip: Instead of listing domains, say “any email from someone I’ve exchanged more than 10 emails with” to use relationship data.
Alerts you when a recipient opens a tracked email. Filters out auto-opens from Gmail Image Proxy, Apple Mail Privacy Protection, and Microsoft SafeLinks.Verify tracking is enabled in Settings > Account under “Email Tracking,” then tell the agent: “When a tracked email I sent to @investor-fund.com is opened for the first time, message me on iMessage.”Tip: Press p o anytime to view the Recent Opens panel. See Email Tracking for details on tracking limitations.

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Managing Automations

All automations live in Settings > Automations (Cmd+,). You can toggle, delete, or check recent activity. You can also manage via the agent sidebar — ask it to “list my automations” or “disable the receipt forwarding trigger.”
Settings Automations page showing active automations with toggle states

Set Up iMessage Agent

Connect your phone to enable iMessage automations

Automations Overview

How automations work under the hood

Email Triggers

Match conditions in natural language and fire actions

Calendar Triggers

Automate meeting prep and follow-ups

Customize Your Agent

Control your agent’s writing style

Never Miss a Follow-up

Four layers of automated follow-up protection