AI agent template
A governed AI agent that sorts incoming tasks by urgency and proposes labels, owners, and archive candidates, each with a one-line reason, to keep your inbox at zero.
Overview
An overflowing task inbox hides the work that matters. An agent that classifies and proposes labels and owners keeps the list triaged, so you decide rather than dig.
This template is the built-in Inbox triage agent in Atlas. It can read, label, and archive tasks and read projects, and it proposes labels, owners, and archive candidates with a short reason for each.
Because archiving and bulk labelling are higher-risk actions, the template marks them accordingly, so the assistant proposes within a governed boundary.
What is included
The agent reads, labels, and archives tasks and reads projects, matching access to the triage job.
A preset goal to review untriaged tasks and propose labels, owners, and archive candidates.
A starting prompt that sorts by urgency and gives a one-line reason per suggestion.
Archiving and bulk labelling are flagged as higher-risk so they run under governance.
A daily cadence so triage keeps pace with intake.
How to use it
Go to /agents/templates and start from the Inbox triage agent template.
Confirm the read, label, and archive access fits how you want triage to work.
Tune the seeded prompt if you want different triage rules.
Keep the daily cadence or change it so triage matches your inbox volume.
FAQ
Ready when you are
Atlas is the all-in-one work OS: tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.