Automation template

Daily Inbox Sweep automation template

A scheduled Aurora review that turns the last 24 hours of inbox activity into a prioritized relationship action list.

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This link opens an unsaved, editable draft. It does not create, activate, enroll, or send anything.

A scheduled daily inbox review with one Aurora step, a prioritized reply plan, and read-only guardrails.

Built for

Founders and relationship-led teams managing active conversations

Expected outcome

A daily review of recent inbox activity with the most important replies and next actions surfaced first.

Usable preview

1 editable steps

Trigger: schedule aurora. Stop rules and timing remain editable before activation.

  1. 1

    Run Aurora daily at 17:00

    Scheduled Aurora review. Confirm the schedule before activation.

    Daily pipeline sweep. Do all of the following:

Before you use it

Prerequisites

  • A connected email account
  • Finta contacts and pipeline stages for relationship context
  • A reviewed timezone and daily run time

Human control

Approval boundary

The template prepares a readout and suggested work. Review any draft before sending or changing relationship records.

Keep in mind

Limitations

  • Coverage depends on the accounts and messages Finta can access.
  • The template does not guarantee that every important message can be identified without human review.

Make it yours

Start from the template, then review every decision.

Finta gives you the working structure. Your context, relationships, evidence, and judgment determine how it should be used.

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