Learning Timeline
Key Insights
Using Airtable as Memory
Using Airtable in this workflow is crucial because it allows Claude to track which emails have already been processed. This ensures you don't receive the same notification multiple times whenever the automation runs.
Productivity Pro-Tip
You can take this a step further by instructing Claude to automatically draft email replies based on previous conversation context before you even open Gmail.
The Advantage of Scheduled Tasks
By setting this process as a 'Scheduled Task', you no longer need to manually access Claude Cowork to trigger the skill. Everything runs autonomously in the background.
Prompts
Scheduled Task Instruction for Email Triage
Target:
Claude Cowork
Use my email triage skill to check my recent emails, filter out the noise, save any emails requiring attention into my Air Table base, and send a formatted alert to Slack with a direct link to the email.
Step by Step
How to Set Up Email Triage Automation with Claude Cowork
- Open the Claude Cowork app and go to the 'Skills' section.
- Select or create an 'Email Triage Skill' that connects Claude directly to your Gmail.
- Configure the skill to pull recent emails and filter out any noise.
- Set up an Airtable base and connect it to Claude Cowork as a database to log emails that require action.
- Set up the Slack integration to send formatted alerts with 'Open in Gmail' links for important emails.
- Navigate to the 'Scheduled' tab on the sidebar to begin automating this process.
- Click on the 'Create a new scheduled task' button (or the plus icon).
- Name the task, for example, 'Email Alert'.
- Enter the instruction in the provided space to direct Claude to run the 'Email Triage Skill' periodically.
- Save the settings to let Claude automatically filter your emails in the background.
