Business Inbox Recipe
Configuration for sales professionals managing client communication.
Goal
Organize by:
- Clients →
Clients/{Name}folders - Leads → Leads folder
- Invoices → Invoices folder
- Internal → Team folder
Configuration
folders:
mode: auto_create # Automatically create client folders
accounts:
- name: business
imap:
host: outlook.office365.com
port: 993
auth: oauth2
username: you@company.com
oauth_client_id: ${OUTLOOK_CLIENT_ID}
oauth_client_secret: ${OUTLOOK_CLIENT_SECRET}
oauth_refresh_token: ${OUTLOOK_REFRESH_TOKEN}
folders:
- name: INBOX
llm_provider: claude-haiku
prompt: |
Classify business email for sales workflow:
VIP Clients (flag + keep in INBOX):
- @important-client.com
- Any email mentioning "urgent" or "ASAP"
Categorization:
- Existing clients → Clients/{Company Name}
- New inquiries → Leads
- Invoices/billing → Invoices
- Team communication → Team
- Automated reports → mark as read, Archive
llm_providers:
- name: claude-haiku
provider: anthropic
model: claude-3-haiku-20240307