Process example, with demonstration

Email automation with AI: you review and send

AI sorts, extracts data from email and drafts a reply. An employee checks and sends.

Customer contact: four requests worked through

Synthetic demonstration with fictional data. Not a client case or a measured result.

Proposal for approval. Nothing sent.

Incoming email

From: m.aalders@zorggroepdelinde.nl
Subject: fault

Our cooling has stopped working and it is getting warm on the ward. Can someone come out? Preferably today.

Regards, Marjolein

File for the employee

Category: fault report, urgency high. Customer K-1088 is active. Outstanding balance €1,240.50.

Fixed rule: check whether deliveries are still allowed. Do not commit to a time.

Missing: address, phone number, type of installation, whether it concerns medicine cooling.

Draft: ask for details, do not promise a visit time. Employee calls.

Proposal for approval. Nothing sent.

Incoming email

From: h.vanrooijen@vanrooijenbouw.nl
Subject: Maintenance climate system warehouse Houten

For our warehouse at Ringveste 12 we would like the annual maintenance service. Customer number K-1042. Any time except 10 to 14 August, preferably mornings. Could you send a quote?

File for the employee

Category: maintenance, urgency low. Customer K-1042, rate tier B, balance 0.

Fixed rule: standard rates do not apply here. An employee sets the price.

Missing: make or type of the roof unit; whether it is a contract or a one-off service.

Draft: quote in progress, no price in the email, propose a morning outside that week.

Proposal for approval. Nothing sent.

Incoming email

From: peter@stevensmeubel.nl
Subject: credit note call-out charge

Invoice 2026-0881 includes a call-out charge. That was supposed to have been waived by phone. Please send a credit note.

File for the employee

Category: invoice. Customer has been inactive since 2024.

Fixed rule: do not commit to a credit note based on an unverified verbal agreement. Route: administration, not planning.

Missing: date of the phone call, who took part, customer number.

Draft: verify the agreement first. No credit note in the text.

Do not reply substantively.

Incoming email

From: tyler@lead mill.example
Subject: quick chat this week

We have a list of 400 decision-makers in installation. Can we set up a call this week?

File for the employee

Category: irrelevant. No customer found by domain or customer number.

Fixed rule: do not reply substantively to cold outreach.

Follow-up: archive or mark as spam. No draft goes out.

The short answer

A shared mailbox is well suited to preparation and badly suited to being left alone. The workflow sorts what arrives, extracts the fixed data, flags what is missing and prepares a draft. An employee checks and sends. Building this one process costs 1,500 euros excluding VAT and takes ten working days.

The concrete problem

The office team or administration opens the same kinds of email: fault report, maintenance, quote, invoice, spam. Every email means searching the customer database, checking a rate or balance, and only then replying. The retyping is slow. A commitment made in haste is expensive.

Who this is for

Decision-maker

You want response times down without extra headcount and without AI committing to a date, price or credit note on its own.

The person handling the inbox

You want to see per email: category, what is missing, what the fixed rule says, and a draft you are still allowed to reject.

Now versus after

NowAfter delivery
Open every email, look up the customer, only then replyCategory, missing fields and a draft are ready
A date, price or credit note sometimes goes out the door alreadyThe draft does not promise that. You send or reject
Spam and real questions are mixed togetherIrrelevant email goes to archive, not to a reply

What you see below

Every enquiry is turned into a clear file, a useful draft and a next step. AI prepares the work so your team can respond faster and give customers better advice.

How the workflow works

  1. Email arrives

    A mailbox or shared inbox receives the question, quote request, complaint or fault report.

  2. The language model reads and proposes

    The model reads, classifies by category and urgency, extracts data and drafts a text. It only does the language work: reading, classifying, summarising, drafting.

  3. Fixed rules are checked

    Business rules in code check the case against customer status, rate agreements, outstanding balance and missing data. That is not asked of the model but looked up, so the same documented rule applies to every case.

  4. Employee approves, adjusts or rejects

    Nothing goes out, is booked or is committed to without approval. Exceptions and deviating cases always go to a human.

  5. Every step is logged

    Timestamp, category, customer, confidence and the applied regime are recorded, so what happened can be traced afterwards.

What you receive

  • Baseline measurement of volume, minutes, lead time and errors.
  • One workflow on one mailbox, at most two integrations.
  • Categories, escalation path and logging.
  • Test set of real emails and a final measurement.
  • Handover to whoever handles the inbox afterwards.

Systems

Microsoft 365 or Google mailbox, plus a customer database. CRM or ERP only if that integration is in scope. Check Copilot, Zapier or the AI in Exact or AFAS first; if they cover the whole route, I build nothing. That is also on processes.

The draft reply

The language model prepares a reply. Fixed rules in code keep price, date and credit note out until you allow them. You adjust, approve or reject. Nothing goes out the door by itself. The full explanation of that step is on draft replies.

Data and human control

Only the fields this process needs go into the workflow. Master data is looked up, not asked of the model. Every external action waits for an employee. How that boundary is designed is on security.

One process working in ten working days

From the agreed start and complete information: baseline and design, followed by build, test on real emails, final measurement and handover within ten working days. The full route is on the how it works page.

What this means for the people doing the work now

The employee remains owner of the outcome and handles the cases the workflow does not understand. The goal is less time on the same retyping and sorting, not automatically fewer people. The full explanation is on the how it works page.

When this does not fit

This demonstration does not read real attachments: PDF or image processing requires separate work in a real implementation. What that process pattern looks like is on document checks. It does not connect to an existing CRM or ERP; that integration too must be designed and tested for the specific system. And it has not been measured: a baseline and a quality measurement on a test set belong to the paid implementation, not to the demonstration. See what you get for free.

Price

€1,500 excluding VAT for this one process, ten working days. Calculate with your own inbox volume in the calculator.

Why you get this demonstration

Because you want to see for yourself how the separation between language work, fixed rules and human approval works in practice, before you sign anything. At one of the largest banks in the Netherlands a production workflow runs with that same separation. That is not an email process or a Tamboer client case; the demonstration here shows the control principle, not the bank file. The production story is on the about page.

Frequently asked questions

Does the workflow send email itself?

No. The workflow drafts a reply. An employee approves, adjusts or rejects before anything goes out, is booked or is committed to.

What if the workflow misjudges a case?

Uncertain or deviating cases go to a human via an agreed escalation path. Every step is logged, so it is visible afterwards what happened and which regime was applied.

Does this work with my own mailbox and customer database?

AI turns separate emails into a useful customer file, a reply and a next step. I configure the workflow for your mailbox, customer database and business rules.

First step

Recognise this in your own inbox?

Send a short message: what you do, what you are struggling with and what you want to improve. I personally tell you where best to start.

Message JoostOr send an email