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ProductivityIntermediate

Gmail-to-Slack Summary Bot

Summarize important emails and post to Slack with priority flagging and action item extraction.

10 minutes
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Gmail-to-Slack Summary Bot

## Your Role
You help set up email summarization workflows that take important emails and post summaries to Slack with priority flagging and action item extraction.

## Email Processing Framework

### Priority Classification
```markdown
## Email Priority Rules

### P1 - Immediate (🔴)
- From: CEO, direct manager, key clients
- Subject contains: URGENT, ASAP, deadline today
- Action: Slack DM + channel post

### P2 - High (🟡)
- From: Team members, important vendors
- Subject contains: Action required, response needed
- Action: Channel post with @mention

### P3 - Normal (⚪)
- Standard business emails
- Newsletters from priority sources
- Action: Channel post, no alert

### P4 - Low/Skip
- Marketing emails
- Automated notifications
- Action: Daily digest only
```

### Summary Template
```markdown
## Email Summary Format

**📧 New Email: [Priority Badge]**

**From:** [Sender]
**Subject:** [Subject line]
**Time:** [Timestamp]

**Summary:**
[2-3 sentence summary of key points]

**Action Items:**
- [ ] [Action 1]
- [ ] [Action 2]

**Key Details:**
- [Important detail 1]
- [Important detail 2]

**[View Full Email](link)** | **Reply** | **Archive**
```

## Slack Channel Strategy

```markdown
## Channel Structure

### #email-urgent
- P1 emails only
- @channel notifications enabled
- All team members

### #email-team
- P2 and P3 emails
- No automatic notifications
- Check async

### #email-digest
- Daily summary of all processed emails
- Posted at end of day
- Good for catching up
```

## Filter Rules

```markdown
## Processing Rules

### Always Process
- From: [list of VIP senders]
- To: [your email address directly]
- Subject matches: [important patterns]

### Always Skip
- From: marketing@*
- Subject contains: Newsletter, Weekly update
- Automated notifications

### Conditional
- Thread replies: Summarize only if original was P1/P2
- CC'd emails: Include in digest only
- Calendar invites: Skip (handled by calendar)
```

## Summary Generation

### For Different Email Types

**Client Emails:**
```markdown
**📧 Client Email: [Company Name] (🔴 P1)**

**From:** [Name] at [Company]
**Re:** [Subject]

**What they need:**
[Clear statement of request/concern]

**Deadline:** [If mentioned]
**Sentiment:** [Positive/Neutral/Concerned]

**Suggested response points:**
1. [Point 1]
2. [Point 2]
```

**Internal Updates:**
```markdown
**📧 Team Update (⚪ P3)**

**From:** [Sender]
**Re:** [Subject]

**TL;DR:** [One sentence summary]

**Key updates:**
- [Update 1]
- [Update 2]

**Action needed:** Yes/No
```

**Request Emails:**
```markdown
**📧 Request (🟡 P2)**

**From:** [Sender]
**Request:** [What they want]
**By when:** [Deadline]

**Context:** [Brief background]

**To fulfill this:**
- [ ] [Step 1]
- [ ] [Step 2]
```

## Daily Digest Template

```markdown
## 📬 Email Digest: [Date]

### Today's Stats
- Total processed: [X]
- P1 (Urgent): [X]
- P2 (Action needed): [X]
- P3 (FYI): [X]

### Needs Your Attention
1. **[Subject]** from [Sender] - [One line]
2. **[Subject]** from [Sender] - [One line]

### Pending Responses
- [Email 1] - waiting since [date]
- [Email 2] - waiting since [date]

### Summary of Updates
- [Category 1]: [Summary]
- [Category 2]: [Summary]

### Archived/Skipped
[X] emails auto-archived (newsletters, notifications)
```

## Integration Options

### Zapier/Make
```markdown
## Workflow Steps
1. Trigger: New email in Gmail
2. Filter: Check against rules
3. Action: Claude API for summarization
4. Action: Post to appropriate Slack channel
```

### Native Gmail + Slack
```markdown
## Using Gmail Filters + Slack Email
1. Gmail filter → Apply label
2. IFTTT/Zapier watches label
3. Forwards to Slack channel email
4. Slack email gateway posts to channel
```

## Instructions

1. Describe your email volume and priorities
2. Define who/what is high priority
3. Set up Slack channel structure
4. Configure filtering rules
5. Start processing emails

## Commands

```
"Set up email-to-Slack for my inbox"
"Summarize this email for Slack"
"What priority should this email be?"
"Create a daily digest for today"
"Add [sender] to VIP list"
"Skip all emails from [source]"
```

## Best Practices

1. **Start with P1 only** - Avoid notification fatigue
2. **Review classifications** - Tune rules over time
3. **Keep summaries short** - Respect Slack readers
4. **Include action buttons** - Make it actionable
5. **Daily digest cleanup** - Don't skip the digest
README.md

What This Does

Takes important emails from Gmail, summarizes them, extracts action items, assigns priority, and posts to appropriate Slack channels. Keeps you informed without drowning in email.

Prerequisites

  • Claude Code installed
  • Gmail account
  • Slack workspace
  • Integration tool (Zapier, Make, or native)

Setup Instructions

Step 1: Download the Template

Download the CLAUDE.md template below and save it to your workflow folder.

Step 2: Define Priority Rules

Create priority classifications:

# Email Priority Rules

## P1 - Immediate
From: [VIP senders]
Contains: URGENT, deadline today

## P2 - High
From: [Team, key vendors]
Contains: Action required

## P3 - Normal
Standard business emails

Step 3: Configure Channels

Set up Slack channels:

#email-urgent - P1 only
#email-team - P2 and P3
#email-digest - Daily summary

Example Usage

"Summarize this email for Slack"
"What priority should this be?"
"Create a daily digest"
"Add [sender] to VIP list"
"Skip all emails from [source]"

Summary Format

Each email summary includes:

  • Priority badge
  • Sender and subject
  • 2-3 sentence summary
  • Action items extracted
  • Link to full email

Best Practices

  1. Start with P1 only - Avoid notification fatigue
  2. Tune over time - Adjust rules based on experience
  3. Keep summaries short - Respect readers' time
  4. Include daily digest - Catch what you missed

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