Back to the form

Before kickoff · Thornbury Grounds

Inbox triage: every question

For Mireille, controller. About 9 minutes online, due Fri Nov 27. Kickoff is Mon Nov 30 at 10:00 AM.

1. How you work today for your version, wk Dec 14

What we heard on our call on Nov 10, about your shared mailboxes today. Correct anything that's changed. Confirm each line, or write what's different.

  1. You have about 7 shared mailboxes, most of them not watched. (Our call on Nov 10)
  2. About 220 emails a day land across them. (Our call on Nov 10)

2. Who's involved for deep dives, wk Dec 7

So we meet the people each kind of email should reach, and who it goes to when they don't act. Confirm each line, or write what's different.

  • Owns it: Mireille Ashby, controller. Approves: Mireille Ashby, controller. Decides: Dorian Kessler, CFO.
  • Also: Tamsin Holt, AR lead, joins the deep dives.
  • Also: Bram Okafor, AP lead, joins the deep dives.
  • Also: Saoirse Quill, office manager, joins the deep dives.

    3. Where email goes for your version, wk Dec 14

    So each email reaches the right person, and nothing sits unanswered. Pick who gets each kind, and who it goes to when nobody acts. Confirm each line, or write what's different.

    • It watches: Accounting, AR, AP, General, Branch mailboxes.
    • Invoice request: to Tamsin Holt, AR lead; if nobody acts within a day, to Mireille Ashby, controller.
    • Card payment details: to Tamsin Holt, AR lead; if nobody acts within 2 hours, to Mireille Ashby, controller.
    • Supplier invoice: to Bram Okafor, AP lead; if nobody acts within 2 days, to Mireille Ashby, controller.
    • Customer complaint: to Saoirse Quill, office manager; if nobody acts within 4 hours, to Dorian Kessler, CFO.
    • Anything else: to Saoirse Quill, office manager; if nobody acts within 2 days, to Mireille Ashby, controller.

      4. Rules and exceptions for your version, wk Dec 14

      So your agent handles the edges the way your team would. Confirm each line, or write what's different.

      1. Who looks through the junk each week?
      2. When it counts how long an email has sat, should it count only working hours?
      3. When someone's away, their email goes to whoever covers for them. (What we assumed)

      5. Your files for build and test, Jan 4 to Feb 5

      Your written rules and a few past examples, so we build and test on your real work. Send them as they are; our NDA covers them.

      1. Twenty recent emails from your shared mailboxes, of different kinds.
      2. Your org chart, or who covers whom, if it's written down.