Your business mailbox is where the work actually arrives — an enquiry, a client sending their PAN card, a payment confirmation, a renewal notice. None of it is in your CRM until somebody copies it there, and that somebody is usually you, at 9pm.
Mail triage reads your newest messages, works out what each one is about, matches the sender to a customer or contact you already have, and suggests one thing for each: file it on that customer's timeline, or save an unknown sender as a lead. You approve or skip, one message at a time.
What it needs
A mailbox connected with an app password. Open Settings → Sending & deliverability and connect Zoho Mail, Fastmail, Gmail or your own mail server. The sign-in route (the Connect Gmail button) asks Google and Microsoft for permission to send only, so it has no permission to read anything — that is why triage needs the app-password route.
Outlook and Microsoft 365 cannot be connected this way at all: Microsoft retired password-based IMAP for those accounts. That is not a Finocket limitation and no setting will restore it.
Reading a mailbox uses IMAP PEEK, so looking at a message here never marks it as read in your own mail app.
Open it
Go to Inbox → Mail triage. Pick a connected mailbox and you get the newest messages, each with a suggestion.
What each suggestion means
- File on record. The sender is already a customer or a contact of one. Approving writes one entry on their timeline — date, subject and a short summary — so the next person to open that customer sees the mail happened.
- Save as lead. Nobody in your workspace knows this address yet. Approving creates the lead (with scoring, routing and the response timer your other capture channels use) and files the mail on it.
- Nothing proposed. A no-reply address, a bounce, an out-of-office, a one-time code, or your own mail coming back to you. Triage says so and suggests nothing rather than turning a robot into a customer.
The category chip (New enquiry, Payment, Documents, Compliance, Needs attention) comes from words in the sender and subject, and the chip is followed by which words matched, so you can see why it decided that. It is a rule, not a guess: the same message is always read the same way.
What triage never does
- It never replies. There is no reply box on this screen and no automatic acknowledgement behind it. Every message Finocket sends goes through the consent checks, from a screen where you can see who it is going to; triage is not one of those screens.
- It never writes without you. Nothing is filed until you tap approve, every approval is recorded in your assistant activity log, and every one can be undone.
- It never reads a whole message. Triage works from the sender, the subject and a short summary. Your mail stays in your mailbox — Finocket keeps no copy of it.
Undo
Undo removes the timeline entry it created. If the same approval also created a lead, undo removes that lead too — unless something has attached to it since (a deal, an invoice, another activity), in which case the lead is kept and Finocket tells you it kept it. It will not quietly delete a record somebody has started working on.
Not relevant
Not relevant sets a message aside so it stops asking. That is a personal decision: your colleagues still see it in their own triage list, exactly like unread marks on the WhatsApp inbox. You can bring it back at any time.
The same message twice
A filed message is marked Filed and cannot be filed again, even after a refresh or from a second device. Triage remembers a message by its Message-ID rather than its position in the mailbox, so moving it to a folder does not make it look new.
If your workspace has the assistant switched off
Triage suggestions are assistant actions, so they follow the autonomy setting on Settings → AI keys. With the assistant off, the list still reads and still explains itself — but approving is blocked, and it says so instead of failing quietly.