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Use cases · Consultants

Email summaries for consultants

Running several engagements means keeping several mental inboxes open. Your summary closes them for you.

The problem, then what changes

The multi-client puzzle

A consultant's day means several client engagements in parallel, each with its deadlines, stakeholders and expectations of responsiveness. A single inbox blends all of it into one undifferentiated stream. The challenge isn't reading, it's knowing, for each client, what needs your attention today.

Today

  • Emails from several engagements mixed together with no priority
  • A client waiting on a deliverable or feedback while you're deep in another account
  • Meeting requests and schedule changes scattered through the stream
  • The risk of looking unreachable on an account because an email slipped under the radar

With InboxBriefs

  • A clear view per client
  • Action requests up front
  • Admin noise neutralized

In plain words

What InboxBriefs does, in three sentences.

1

You connect your mailbox.

Gmail, Outlook or your company's own server. Read-only: InboxBriefs can read your email, never send, delete or change anything.

2

It reads your email for you.

Every morning you get a sorted brief: what is urgent, what is important, and what is just for information.

3

Anything that needs doing becomes a task.

With a date, an owner and a reminder. When the reply arrives, the task ticks itself off.

Your email, your tasks, your calendar, your projects, your documents and your team: one place instead of six.

How InboxBriefs helps

A clear view per client

With rules naming each client, the summary surfaces what belongs to each engagement and labels it by priority. You see at a glance which account needs action today.

Action requests up front

InboxBriefs distinguishes what's waiting for a reply, a task to do, or a meeting to schedule. Each summary reads like a short list of decisions, not a full inbox.

Admin noise neutralized

Tool notifications, newsletters and automated confirmations are grouped instead of demanding an individual decision. Your attention goes to clients, not to read-receipts.

Rules to copy (and adapt)

  • Prioritize emails from my current clients: [Client A], [Client B], and any @client.com domain.
  • Mark as urgent any meeting request, deadline change, or feedback on a deliverable.
  • Ignore newsletters and tool notifications unless they report an outage or an invoice.

Frequently asked questions

Can I track each engagement separately?+

Yes: you create one rule per client (by name or email domain) and the summary surfaces each engagement individually. You can enable or disable a rule as an engagement starts or ends.

What if I handle sensitive client data?+

Access is read-only, and both tokens and generated content are encrypted at rest (AES-256-GCM). Emails are read to produce the summary and then forgotten, only the summary is kept. Nothing is readable in plain text in the database.

Does it work if I get emails in several languages?+

Yes. Whatever an email's original language, the summary is written in the language you choose, handy when your clients aren't all in one language.

Looking responsive on every engagement without reading everything all day is exactly what a prioritized summary changes. You can try it with no credit card: the 14-day free trial includes 14 summaries, enough to feel the difference over a real work week.

Try it on your own inbox.

Connect your mailbox, pick your time, and get a sorted brief and your first tasks tomorrow morning. No credit card.

Start free

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