Turn every client email into a task, workflow, or saved file — no more chaos, no missed steps.
From Inbox Chaos to Automated Workflows
The new Email Triage turns client emails into clear, trackable actions—without downloads, reuploads, or endless forwarding.
In professional services, email is where nearly everything begins, but almost nothing finishes.
Clients send requests, attachments, confirmations, complaints, and approvals. Each one demands a decision, a follow-up, or a next step. But the bridge between “email received” and “action taken” is often manual, unclear, and inconsistent.
That disconnect causes dropped tasks, security gaps, and hours of wasted admin time.
Now, Trish AI helps you close the gap. Email Triage – an innovative, structured way to turn unstructured inboxes into executable workflows.
“Trish AI gives you back a full month per employee, per year.”
(Based on industry benchmarks. No exaggeration.)
Let’s Be Honest: Most Email Workflows Aren’t Really Workflows
Here’s what you’re likely dealing with today:
- You get a client email with three attachments. You open each file, save it somewhere, upload it to a task, or ping someone else to do it.
- A client asks a support question. You forward it to the right person. (Or forget to).
- A new client says, “We’re ready to begin,” and you scramble to launch the correct workflow.
- You meant to follow up on something… but it’s buried four threads deep.
- And when audit season comes? You’re digging through inboxes trying to figure out who did what, and when.
Sound familiar?
✅ With Trisk, these situations don’t happen anymore.
You’re not forwarding. You’re not guessing. You’re not switching tabs or uploading documents. You’re triaging—automatically, securely, and transparently.
What’s New?
Email Feed With Smart Actions (right in Trisk)
See your emails as structured entries, not threads. Each comes with:
- Suggested action (e.g., launch workflow, save file, send message)
- AI Confidence Score
- Accept / Deny options
- Full content preview on click
Connected Inboxes
Add multiple inboxes, switch views, and control settings from one clean dashboard. Disconnect or reconnect anytime, with complete control over what gets reprocessed.
Confidence-Based Automations
Customize per action:
- Manual – You review everything
- Semi-Auto – Trish acts only if confidence exceeds your set threshold
- Auto – Tasks get done instantly
Log History + Smart Editing
Track every action—accepted, denied, or modified—with a complete audit trail.
Need to change what happened?
Reassign files, reroute actions, or re-trigger workflows without reprocessing manually.
Activity Visibility
See all Trish AI actions in Workflow Activity History. Everyone sees what happened, without needing to ask.
How It Works
1. Connect your inbox (Gmail or Outlook) securely to Trisk
2. Relevant Email actions appear directly in Trisk (not the inbox)
3. Trish AI suggests next steps based on message context and attachments
4. You review, accept, deny, or automate it completely
5. Everything is tracked and auditable in Log History and Activity History.
Your emails remain secure. Trisk only extracts what’s needed for automation, using encrypted, permission-based rules that respect access controls across your workspace.
Real-World Fixes for Real-World Frustrations
- Missing files?
Files from emails are attached to the correct task, Сlient, or saved to Garage—not your desktop or inbox. - Forgotten follow-ups?
Trish turns vague emails into structured next steps—help desk messages, launched workflows, or task updates. - Time-consuming decisions?
AI Confidence Level lets you fully automate safe actions while flagging uncertain ones for manual review.
- Audit anxiety?
Automated or not, every action is logged in full context: who acted, what changed, when, and how.
Why It Matters for Your Team
🔐 Keep everything secure.
No more downloading attachments to local drives or forwarding the client’s private data to colleagues.
🧾 Maintain a clear audit trail.
Perfect for regulated industries, external reviews, or internal clarity.
⚡ Make inboxes actionable.
Emails don’t just sit—they execute. On time, in the right place.
🧠 Control what’s automated.
You define the boundaries. Trish handles the rest.
From 2.6 Hours of Email a Day… To Just Minutes of Oversight
The average professional spends 2.6 hours a day managing email (McKinsey).
With Trisk’s Email Triage, that time drops dramatically.
🔹 Up to 47 minutes saved per day per person
🔹 That’s nearly 4 hours per week, or 200+ hours per year
🔹 Equivalent to 5 full weeks of admin work reclaimed annually
Just imagine what your team could do with an extra month of focus time every year.
You’re Already Paying for This Time. Want it Back?
What You Can Do Now
📨 View your inbox from inside Trisk
📁 Auto-save attachments to Garage or Tasks
🧩 Launch Workflows from email instructions
📌 Route support requests directly to the Help Desk
📜 Review every decision in Log History
🧠 Edit past AI actions—everything is reversible and traceable
You’ll never look at email the same way again.
Recap: What You’re Replacing—and Why It Matters
|
Process Step |
With Trisk Email Triage |
Traditional Approach |
| Email Sorting | Smart action suggestions per message | Manual reading and guessing |
| File Handling | Attachments are routed directly to the correct tasks, Clients, or Garage | Files saved locally or forwarded |
| Workflow Triggers | Launch workflows directly from email context | Manual launching |
| Task Updates | Files + messages routed to relevant team members | Copy-paste, re-upload, or ping others |
| Support Questions | Auto-routed to Help Desk | Forwarded or forgotten |
| Review + Audit | Log History and Workflow Activity History | Fragmented, buried in an inbox |
| Approval Consistency | AI Confidence + Approval Type system | Every team member decides their own process |
| Privacy & Security | Role-based access + encryption + SOC 2 Type II Compliance | Email forwarding, open files, shared links |
Available Now on the Teams Plan
Important Notes
📌 Plan Availability – Available on the Teams Plan only
📌 Permissions apply. To allow your team access, go to: Governance → Roles & Permissions → System Permissions → View processes diagram✅
We know how much critical work enters your firm through email. Our new Email Triage closes the loop between inbox and execution.
This update gives professional service teams a secure, efficient way to launch workflows, save attachments, and route support questions directly from incoming email. Trish AI helps you act instantly and accurately.
Want to go deeper into what else Trisk can do? Check out:
- Forms That Fill Themselves with OCR – Upload a file and let Trisk do the typing.
- Place Client Data Directly on Official Forms —a more innovative, faster, and secure way to collect information on official documents.
- Launch workflows based on user responses—Let your forms trigger the next step automatically.
