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Claude workflow

Catch up on client email with Claude

Turn a pile of unread client email into replies, tasks and nothing else.

Tiago Ferreira
Tiago F.
Writer

What does this workflow do?

Claude reads your unread inbound client threads and sorts them into three groups: needs a reply from you, needs a task, or no action. It drafts the replies in your style and proposes the tasks, then sends and creates only what you approve, one by one.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Call fetch_mail_conversations with unread_only true and direction inbound.
2. Read each thread with fetch_mail_thread and sort them: needs a reply from me, needs a task, or no action.
3. Draft replies in my style (fetch_writing_style) and propose tasks for the rest.
4. Show me everything grouped. Send replies with send_email and create tasks with create_task only after I approve each one.

Run it as /inbox_catch_up in Claude.

Tools it calls

In the order the prompt uses them.

  1. List email conversations · Read

    List CRM-linked email conversations from the user's synced mailbox.

  2. Read email thread · Read

    Read a bounded email thread page, then follow cursor for older messages or message_id/body_offset/body_revision for omitted body text.

  3. Read your learned writing style · Read

    Read the logged-in user's analyzed writing style for the current workspace, learned only from mail they sent in this workspace: core tone description, channel notes, and up to five real examples per channel (only examples the user may already see through the mail tools).

  4. Create task · Write

    Create a CRM to-do or reminder (follow-up, call prep, etc.).

  5. Send email · Send

    Draft and send an email to a contact from the user's connected mailbox (Gmail, Outlook, or SMTP).

What to check before you approve

  • Nothing that needs your reply landed in no action.
  • Each draft answers the question the client actually asked.
  • Tasks have an owner and a due date.

Make it recurring

This job comes back every week. Ask Claude to turn it into a Routine and it runs in Lumenbase on its own schedule, as a draft you review and switch on.

Turn a workflow into a Routine

Common questions

Unread inbound conversations from your synced mailbox that are linked to the CRM.

No. It sends only the replies you approve, one by one.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

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