Plan, then act
The one rule: ask for a plan first, confirm it, then act. Practise on demo chats, and only send to numbers you own.
Let the assistant propose the changes as a numbered list, then approve only what you agree with. Labels and owners show up in TimelinesAI straight away, exactly as if a teammate had set them.
A plan separates thinking from doing. The assistant can be wrong about a label or an owner, and a numbered list lets you catch that before anything changes.
Labels and owners stop a shared inbox from becoming nobody's job. A chat with a clear owner gets answered; a chat without one is a risk. The assistant does the sorting, and you stay the one who decides.
- 1
Ask for a plan without changing anything.
PromptLook at my unread chats. Propose labels and an owner for each, as a numbered list. Don't change anything yet. - 2
Approve the ones you agree with.
PromptApply 1, 2 and 4. - 3
Or label and assign one chat directly. The assistant looks your teammate up first, so the chat never lands with the wrong person.
PromptLabel chat [chat ID] as 'follow-up-needed' and assign it to [teammate name].