xbert-firm-inbox-triage

{
  "name": "xbert-firm-inbox-triage",
  "displayName": "XBert Firm Inbox Triage",
  "description": "Daily firm-inbox triage — categorise threads + priority-score + drafted tone-matched reply grounded in XBert client state.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-firm-inbox-triage",
  "license": "MIT",
  "keywords": [
    "inbox",
    "triage",
    "email",
    "practice-management",
    "client-state",
    "draft-reply"
  ],
  "x-xbert": {
    "displayName": "XBert Firm Inbox Triage",
    "tagline": "Daily firm-inbox triage — categorise threads + priority-score + drafted tone-matched reply grounded in XBert client state.",
    "audience": [
      "practice-managers",
      "bookkeepers"
    ],
    "categories": [
      "inbox",
      "triage",
      "practice-management"
    ],
    "prerequisites": [
      "XBert account",
      "Gmail or Microsoft 365 inbox connected via Claude Code connector",
      "Client tenants on XBert with sender email addresses recorded for matching"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Karbon AI ships inbox triage as its most-deployed practice-management AI feature. Categorise the thread, score the priority, draft a reply. The wedge XBert has over Karbon is **client-state context** — a draft that says 'BAS draft was sent to you yesterday, awaiting your approval — open /bas-prep to review?' beats a generic 'thanks for your email' every time. A reply grounded in what the client is actually waiting on shortens the loop and reduces the back-and-forth.\n\nXBert Firm Inbox Triage scans the firm's connected inbox (Gmail or M365 via Claude Code connectors), matches each thread's sender to a client tenant where possible, categorises the thread (compliance question, payroll query, document request, fee discussion, FYI), priority-scores each, and drafts a tone-matched reply for high-priority items in the firm's voice — referencing the actual client state from XBert. The operator approves or edits before sending; no auto-send and no auto-archive.",
    "useCases": [
      {
        "title": "Morning inbox triage",
        "description": "Open the inbox at 8am and have the top-priority threads categorised, scored, and drafted — work through them with judgment, not from a blank screen."
      },
      {
        "title": "Pre-client-call brief",
        "description": "Before a client call, surface every open thread from that client with the current XBert state and any drafted responses — go into the call informed."
      },
      {
        "title": "New-thread categorise/route",
        "description": "For new inbound threads, categorise and suggest the right team-member route (compliance lead / payroll specialist / partner) based on category and client state."
      },
      {
        "title": "Out-of-hours overflow scan",
        "description": "After-hours triage of overnight inbox so the morning team starts with already-prioritised work rather than scrolling through 80 unread threads."
      }
    ],
    "benefits": [
      {
        "icon": "Search",
        "title": "XBert client state in every draft",
        "description": "Every drafted reply references what the client is actually waiting on — BAS draft sent yesterday, payroll run pending approval, missing receipt requested — not a generic 'thanks for your email'."
      },
      {
        "icon": "Users",
        "title": "Tone-matched reply drafting",
        "description": "Replies match the firm's voice (formal / friendly-professional / warm) and the existing thread tone with the client — not a stock template."
      },
      {
        "icon": "Clock",
        "title": "Priority + category + draft in one pass",
        "description": "Triage produces category, priority score, and drafted reply in a single workflow — no second pass to write the reply once you've decided what's important."
      }
    ],
    "workflow": [
      "Type /firm-inbox-triage in Claude Code or Claude Desktop",
      "Connect Gmail or M365 via Claude Code connector if not already connected",
      "Plugin scans recent unread/unread-this-period threads, matches each sender to a client tenant where possible",
      "For each thread: category, priority score, current XBert state for the matched client",
      "For high-priority threads: tone-matched drafted reply that references the actual client state via the XBert MCP",
      "Operator reviews each draft — approve, edit, or skip — no auto-send and no auto-archive"
    ]
  }
}