Inbox IQ Workflow Guide

What to Prepare

Confirm the scope and review responsibilities with your team, then gather the relevant approved material.

Approved email sources and representative request examples.
The categories your team uses and the people responsible for them.
Routing, review, and response-approval requirements.
A definition of when each type of request is complete.

Follow the Workflow

Classify

Identify the requested work and confirm its category. Bring uncertain messages to the appropriate reviewer rather than forcing a category.

Assemble

Keep the source email, attachments, and relevant details connected to the request. Identify the information needed for the next action.

Prepare

Prepare the task or draft reply within the configured workflow. Record missing information and the owner responsible for follow-up.

Review

Check critical details, recipients, and wording. Obtain the approvals required by the organization before release or completion.

Complete

Carry out the authorized next step through the supported handoff. Update the request status and retain the recorded outcome.

Review Checklist

Confirm the account and the request category.
Check the original email and all relevant attachments.
Identify missing details and the person responsible for follow-up.
Verify dates, recipients, and draft wording.
Confirm required approvals before sending or completing an action.
Record the outcome in the configured workflow.

Common Exceptions

One email contains multiple requests

Identify each required action and confirm ownership before treating the email as complete.

The request does not fit a category

Send it for human classification through your defined general-service route.

A draft includes an unconfirmed detail

Verify it from an appropriate source or obtain clarification before release.

Expected Output

An organized request with the source context, a reviewed task or reply, and a recorded next action or completion status.

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Inbox IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

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Inbox IQ

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Getting Started with
‍Inbox IQ

Inbox IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.

Getting Started with‍Inbox IQ

What to Prepare

Follow the Workflow

Review Checklist

Common Exceptions

One email contains multiple requests

Identify each required action and confirm ownership before treating the email as complete.

The request does not fit a category

Send it for human classification through your defined general-service route.

A draft includes an unconfirmed detail

Verify it from an appropriate source or obtain clarification before release.

Expected Output

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Inbox IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

Inbox IQ

Bring Your Workflow.‍We’ll Help Define the Next Step.

Getting Started with
‍Inbox IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.