Day 1: Designing an Executive Email Triage System

Message Types and Priorities

• Decision points for message types
• Meeting outcomes separated from discussion
• Travel dependencies affecting executive schedules
• Commitments tracked with owner and date

Sensitivity and Urgency Rules

• Evidence requirements for urgency rules
• Email priorities based on business impact
• Approval needs before confirming commitments
• Confidentiality matched to information sensitivity

Delegation and Escalation Boundaries

• Operational risks around escalation boundaries
• Briefing points focused on decisions
• Reliable sources for high-impact information
• Scheduling conflicts resolved against priorities

Day 2: Using AI for Inbox Processing

Classification and Summarization

• Performance signals around classification and summarization
• Executive priorities linked to decisions
• Records preserving decision context
• Follow-up until actions are closed

Email Response Drafting and Tone

• Ownership expectations for email response drafting
• Workflow steps suitable for automation
• Reusable templates for repeated tasks
• Version control for generated documents

Task and Commitment Extraction

• Control boundaries around commitment extraction
• Source verification prior to professional use
• Human review prior to external release
• Approval steps for sensitive outputs

Day 3: Maintaining Control and Confidentiality

Approval and Sending Rules

• Application limits around sending rules
• Sensitive information requiring protection
• Fact checks prior to publishing content
• Tone matched to audience needs

Sensitive Email Information Protection

• Validation checks for sensitive email
• Task context prior to AI assistance
• Reference materials informing accurate drafts
• Output standards for professional documents

Executive Inbox Workflow

• Decision points for executive inbox workflow
• Independent oversight for high-impact cases
• Accountability for approved AI outputs
• Governance roles across the lifecycle

• Practical lab developing urgency rules for operational use
• Decision simulation testing email response drafting in context
• Hands-on workshop applying sending rules to realistic tasks
• Peer review challenging assumptions around executive inbox workflow