Ivy — Inbox Triage & Workflow Automations
Turns messy email into clean tasks, updates, and client-ready summaries—no manual grind.
What Ivy does
- Classifies emails (priority, topic, account) and routes appropriately.
- Extracts action items → creates ClickUp tasks with assignees, due dates.
- Generates client-friendly summaries with links + attachments.
- Auto-labels, snoozes, or archives based on rules you define.
- Posts status updates to Slack with task links and owners.
Why teams use it
- Zero “lost” requests—everything hits the board with receipts.
- Less context switching—focus in PM apps, not in your inbox.
- Auditable workflows—consistent naming, tags, and handoffs.
- Privacy-aware routing—choose local vs cloud LLM per rule.
New Client Email
Detects client domain → creates kickoff task, tags account, pings Slack channel.
Ticket Replies
Parses update → attaches transcript, moves status, reassigns owner if needed.
SLA Watch
Flags nearing-deadline threads → escalates in ClickUp and posts a reminder.
Finance & Quotes
Extracts amounts/dates → drafts reply, files PDF to the right folder structure.
Summaries
Daily digest to Slack: “X new, Y in progress, Z overdue,” with deep links.
Redaction
Optional PHI/PII masking before anything touches external services.
Stack & Integrations
- Classifies emails (priority, topic, account) and routes them automatically.
- Extracts action items → creates tasks in your project tracker with owners and due dates.
- Generates client-ready summaries with links and attachments.
- Auto-labels, snoozes, or archives based on your rules.
- Posts status updates to your chat tool with deep links and mentions.