AI agents workflows
Put reply agents to work with guardrails: hold drafts for review, alert on held drafts and log what the agent sends. 14 recipes, each with the steps in the app and the API request to create it.
Approve and send AI-drafted replies from a Slack card
When a positive reply arrives, Slack gets a card with the prospect's message and the reply agent's draft. Reps press Accept and Send, edit it,...
AI agentsApprove AI-drafted replies from Microsoft Teams
Positive replies post to a Microsoft Teams channel with the AI draft and the same buttons as the Slack card, so Teams-first sales teams approve and...
AI agentsAlert a reviewer in Slack when an AI draft is held for review
When the reply agent holds a draft instead of sending it, Master Inbox posts the hold reason, the prospect and the thread link to a QA channel in...
AI agentsPing the owner in Slack when the AI agent needs approval to book a meeting
When the reply agent wants to book a meeting but calendar approval is required, Master Inbox posts the request to Slack, so a person approves it...
AI agentsSend held AI drafts to Airtable or n8n for quality review
Every draft the reply agent holds is sent by webhook to Airtable or n8n with the hold reason and thread link, so your team can review, score and...
AI agentsAlert Slack when AI labeling or the reply agent fails
If AI labeling or the reply agent fails on the AI provider, for example because the key ran out of credits, Master Inbox posts an alert to Slack so...
AI agentsEmail RevOps when AI labeling or the reply agent hits an AI error
When the AI provider behind labeling or the reply agent returns an error, Master Inbox emails RevOps with the details, so a lapsed key or billing...
AI agentsHave the AI agent draft a re-engagement when an out-of-office reminder is due
When the reminder on an out-of-office lead falls due, Master Inbox adds a Generate reply label. A reply agent scoped to that label drafts a short...
AI agentsLet a weekend AI agent answer positive replies on Saturday and Sunday
On weekends, positive replies get a Weekend label. A reply agent scoped to that label answers them, while your team keeps handling weekday replies by...
AI agentsHand a lead from a qualifying AI agent to a booking agent
When a lead is labeled Qualified, Master Inbox removes the Needs qualification label and alerts the AE, so the qualifying agent stops and the booking...
AI agentsPost every reply the AI agent sends to Slack for QA
Each message sent by a reply agent is posted to a QA channel in Slack with the prospect and thread link, so managers can spot-check AI replies as...
AI agentsScore ICP fit with Claude or ChatGPT when a lead replies positively
When a reply is labeled Interested, a webhook sends the thread to n8n, which asks Claude or ChatGPT to score ICP fit and writes the score back to a...
AI agentsOffer call times in the prospect's own time zone with n8n
When a reply is labeled Interested, a webhook sends it to n8n, which works out the prospect's time zone, writes it to a custom field and asks the...
AI agentsReply to positive leads with a personalized video made in Clay
When a reply is labeled Interested, a webhook sends the lead to Clay, which builds a personalized video and posts a draft back to the same thread...
