LeverageAI / Practical worksheets
Email routing worksheet
Choose categories, owners, evidence and approval for incoming requests.
- A routing table for repeat requests
- An exception and approval record
- A completed journalist-request example
A free worksheet from ailevrg.com/guides/email-triage
Your answers stay in this tab. Save an editable copy before you leave.
Inspect a sample of approved messages. Keep private client content and credentials out of a shared worksheet.
See the example ↓Worked example · Invented for this guide
An invented journalist request
Invented teaching example. No client outcome is claimed.
Input
A journalist requests an expert comment on a topic by an explicit deadline.
Evidence
A current approved client expertise record supports a possible match.
Preparation
The workflow presents the request, deadline, evidence and proposed response together.
Decision
The reviewer confirms the fit and wording before sending.
If the supporting claim is missing, ask the account owner rather than complete the draft with a guess.
Software
Read and extract
Record requirements, topic and deadline, with the original message.
Software and approved sources
Check possible client matches
Retrieve current evidence within the client access boundary.
AI-assisted workflow
Prepare a recommendation
Show the proposed match, source and draft; hold missing information.
Person
Review and respond
Check the evidence and approve the outgoing message.
This diagram illustrates the pattern. The delivered launch workflow required human approval of all outgoing messages.