Investor Inbox Triage

Investor Inbox Triage is a routine your Townie AI assistant runs on every incoming email: it sorts each thread into Today's Focus, Action Required, Scheduling, or Delegated, labels it, archives the noise, and sends a short digest of what genuinely needs you — with one line on why each item is urgent.

To: your Townie

Subject: Create me an Investor Inbox Triage routine

Sent when you sign up — works as-is, or edit anything.

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Get started with this routine

It labels and routes — it never replies for you.

See it work: your inbox in two minutes

Triage your inbox the way an investor thinks

Four buckets, one digest — the noise never reaches you.

  1. It runs on every email

    Each incoming thread gets read and sorted the moment it lands — or run it on demand against today's unread when you're digging out.

  2. It sorts like an investor

    Term sheets, closing docs, and live diligence go to Today's Focus; replies you owe to Action Required; LP and fund-admin mail routed away from deal flow; noise archived against a hard skip list.

  3. You get a two-minute digest

    A short Today's Focus and Action Required summary, with one line on why each item is urgent — so you act on the inbox instead of reading it.

Investor Inbox Triage FAQ

It's a routine your Townie AI assistant runs on every incoming email: it sorts each thread into Today's Focus, Action Required, Scheduling, or Delegated, labels it, archives newsletters and other noise, and sends you a short digest of what genuinely needs you. A term sheet or signed-doc attachment always lands in Today's Focus.

That's the intended default — labeling, archiving, and the digest are the routine's whole job, and nothing leaves your account: it never drafts or sends replies. Access is scoped to the inbox you connect. Read more in our security overview.

Rules match senders and keywords; this reads the thread. It knows LP mail isn't deal flow, a portfolio founder's ask isn't cold inbound, and a founder who blew past a promised deadline deserves escalation — and it tells you in one line why each Today's Focus item is urgent.

No — one label per thread. It remembers what it's already flagged and ignores your own assistant-drafted messages when judging where a thread stands, so the view stays calm instead of churning.

Yes — the four buckets, the skip list, and what counts as Today's Focus are all yours to tune. Tell your assistant what changed and the routine updates from that one message.

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