Architecture Walkthrough

How every email becomes a prioritised decision —
automatically, securely, in seconds.

An end-to-end view of the engine that reads the CEO office's mail, understands who is writing, what it concerns, and how urgent it is, and presents it as a single ranked board — without a human sorting a thing.

What the system delivers

Four numbers that describe the whole platform.

Seconds
Mail → Triaged card
New email appears on the board moments after it arrives.
3
Questions answered
Who is writing · What it's about · How urgent it is.
0
Emails sorted by hand
Every message is read, understood and ranked automatically — around the clock.
1
Board to act from
The whole inbox, ranked on a single priority matrix.

Technical data flow — services, queues & the data each step sees

The complete path an email travels, at engineering altitude: the capture paths, the two queues that decouple and retry the work, the no-AI preparation step, and the precise slice of data handed to each classifier.

Processing step Classifier · rule first, AI if needed Queue · buffers & retries Data the AI receives → no AIa free rule answered it Direction of flow
1
Source
Mail arrives
Microsoft 365 mailbox
Watches Inbox & Sent. Read-only — nothing changes for the user.
2
Capture · 3 ways in
Get the mail
Real-time pushInstant
30-min sweepSafety net
OnboardingHistory
thread-sync queueone ordered line · processed once · retried
3
Prepare · no AI
Read & tidy
Clean the message
Fetch plain text → strip quoted & forwarded history → trimmed to a short snippet.
Group emails into one thread; set status — Awaiting You · Awaiting Them · Reopened.
classify queueonly on new activity
4
The AI brain · rules first, AI fallback
Classify — what data each step sees
① CounterpartyWho is writing?
AI seessender domainonly — nothing else
BanksLawyersInternalExternalCounterparty
② ProjectWhat deal is it about?
Rules useTo/Cc recipient
AI fallbacksubjectsendersnippetactive projects
MatchPropose newNone
③ QuadrantHow urgent is it?
AI seessubjectlatest sendersnippet
Q1Q2Q3Q4Eisenhower
No free shortcut — always asks the AI
④ Summary + next stepPlain-language briefing
AI seeslatest email · full bodysubjectsender
one-paragraph summaryone-line next step
Optional — skipped for low-priority (Q4) mail
5
Record & act
The board
Result saved
Each email's answers are stored and feed the board. Every change is recorded, and anything you edit by hand is kept.
Dashboard · Eisenhower matrix
Private to each viewer.
Q1Do now
Q2Schedule
Q3Delegate
Q4Drop

From inbox to decision — the same flow, in plain language

The same path as the diagram above, told without the jargon. Follow an email left to right — every box is a working part of the system; click any box to see what it does, why it exists, and the value it adds.

Capture & prepare AI understanding Decision & record People & action No AIDecided by fixed rules AIUses AI only when needed
1
Source
Mail arrives
Microsoft 365 mailbox
Emails land in the CEO office's Inbox and Sent folders, exactly as today. Nothing changes for the user.
Tap for detail ›
The system reads from the real mailbox — it does not replace Outlook.
2
Capture
Three ways in
Real-time push Instant
Microsoft notifies us the instant new mail arrives.
Tap for detail ›
30-minute safety net Backup
A timed sweep catches anything the live feed missed.
Tap for detail ›
First-time onboarding
A new mailbox is pre-loaded with recent history.
Tap for detail ›
▼ all three feed one line ▼
Intake queue
A single orderly line. Smooths bursts, handles each email once, retries on failure.
Tap for detail ›
3
Prepare
Read & tidy
Clean summary No AI
Pulls the email as plain text, strips quoted reply-chains & forwarded history, caps it to a short snippet.
Tap for detail ›
Group into conversations No AI
Related emails are joined into one thread, so the board shows topics, not noise.
Tap for detail ›
Set the status No AI
Marks each thread Awaiting You · Awaiting Them · Reopened from simple signals.
Tap for detail ›
Only genuinely new activity moves forward — a short pause first collapses a flurry of replies into one update.
4
Understand
The AI brain
Who is writing? AI
Banks · Lawyers · Internal · Counterparty · External. Known senders resolved instantly, no AI.
Tap for detail ›
What is it about? AI
Files the email to the right deal or project. Fixed rules first, AI only as fallback.
Tap for detail ›
How urgent? AI
Sorts onto the priority matrix: Do Now · Schedule · Delegate · Drop.
Tap for detail ›
Plain-language briefing AI
Writes a one-paragraph summary & the single next step. Reads the latest email's full text; skipped for low-priority (Q4) mail.
Tap for detail ›
Fixed rules run before AI on every question — speed, predictability, and lower cost.
5
Record
The verdict
Triage record
The four answers are saved for each email — the record that feeds the board.
Tap for detail ›
Human decisions stick
If a person sets a value by hand, the AI never overwrites it. People stay in charge.
Tap for detail ›
Full audit trail
Every change is logged — who changed what, when, and why.
Tap for detail ›
A trustworthy, reviewable record — not a black box.
6
Act
The board
Priority matrix
The whole inbox as ranked cards on one screen — Do Now, Schedule, Delegate, Drop.
Tap for detail ›
Private to each viewer
Each person sees only their own mailbox — enforced at the data layer, no leakage.
Tap for detail ›
Override & delegate
Reprioritise, re-file, or delegate a thread to a colleague — one click opens a ready-to-send forward in Outlook, addressed to them.
Tap for detail ›
The output the CEO office actually works from, every morning.
Privacy by design
The triage AI sees only a short snippet — never the inbox at large. The three triage steps (who · what · how-urgent) are shown only the subject, sender, and a cleaned short snippet; an optional briefing step reads the latest message's body to write a one-line summary. No AI step is ever given attachments, earlier messages in the thread, or internal identifiers — and the To/Cc recipient list is used only by the routing rules, never sent to the AI.

Exactly what data drives each classification

The three triage classifiers use a model hosted in Azure AI Foundry, fed a deliberately narrow slice of data — each resolving the common cases with a fixed, deterministic rule first, and calling the AI only when the answer genuinely needs judgment. A fourth, optional step then writes a plain-language briefing, and is the only step that reads the email body.

Classifier ①

Counterparty

Who is writing?
Data the AI receives
Sender domain The domain only — e.g. morgan-lewis.com. Nothing else.
Returns
BanksLawyersInternalExternalCounterparty
+ confidence & rationale
Skips the AI when…
The domain is already in the Domain Dictionary → instant answer, no AI call.
Classifier ②

Project

What deal is it about?  ·  rules first, then AI
Step 1 · rules check first — no AI
To / Cc recipient First matching rule wins. A dedicated project address on any message in the thread — a recipient rule — tags it instantly, with no AI.
Step 2 · if no rule matches, the AI receives
SubjectSenderBody snippetList of active projects The To/Cc recipients drive the rules — they are not sent to the AI. The project list lets the AI choose only from real projects.
Returns
Match existingPropose newNone
+ confidence & rationale. “Propose” creates a project for review — it is not auto-applied.
Classifier ③

Quadrant

How urgent is it?
Data the AI receives
SubjectLatest senderBody snippet
Returns
Q1 · Do NowQ2 · ScheduleQ3 · DelegateQ4 · Drop
+ confidence & rationale (Eisenhower matrix).
Skips the AI when…
never Urgency always needs judgement, so this one always asks the AI — then caches the result.
Briefing step · optional

④ Summary & Next step

A plain-language briefing for the dashboard — the only step that reads the email body.
Data the AI receives
Latest email — full body SubjectSenderIts own quadrant · status · project The latest message only — still never attachments, recipients, or earlier messages in the thread.
Returns
One-paragraph summaryOne-line next step
Shown in the dashboard's detail drawer.
When it runs
Only when enabled (default on) and the thread is not Q4 (newsletters / FYI). The quadrant is already decided one step earlier, so this gate adds no extra AI call — it just skips the briefing on drop-pile mail, keeping the one step that reads the full body away from low-value email. Not cached.
The model
All four steps use a model hosted in Azure AI Foundry, fed a deliberately narrow slice of data. Deterministic rules and a memory of known senders resolve most cases outright; the AI is the fallback, not the default.
Never sent to the AI — any step
Attachments · earlier messages in the thread · internal record IDs · the mailbox owner's identity. The To/Cc recipient list is used only by the deterministic routing rules — never sent to the AI. The three triage steps see only subject + sender + the short snippet; only the optional briefing reads the latest message's body.

The rules that run before any AI

Four deterministic checks resolve common cases instantly — keeping results predictable and AI cost near zero.

RuleWhat it does with the dataWhere it runsCost
Project rulesMatches the To/Cc recipient — first match wins. A dedicated address like [email protected] tags the thread outright.Before the Project AINo AI
Derived statusReads which folder the latest message is in → Awaiting Them (you sent), Awaiting You (inbound), or Reopened (inbound after a manual close).During Thread SyncNo AI
Domain dictionaryLooks up the sender's domain in a curated table of known organisations → returns the counterparty type instantly.Before the Counterparty AINo AI
Manual stickiesIf a person set a field by hand, that value is protected — rules and AI read it but never overwrite it.Before rules + AINo AI

Four guarantees built into the design

These principles run across every stage above — not bolted on afterwards.

Privacy first

The triage AI sees only a short snippet; only the optional briefing reads the email body. It is never given attachments or earlier messages; recipients are used only by the routing rules. Content stays inside Microsoft 365.

Predictable by design

Fixed rules and a memory of known senders resolve most email deterministically — the same input always yields the same answer. The AI is the fallback for genuine judgment, not the default.

Security & access

Each person sees only their own mailbox, enforced inside the database. Sign-in is restricted to an approved list, with separate admin rights.

Reliability

A real-time feed, a 30-minute safety net, retrying queues, and self-healing subscriptions mean nothing is silently lost.

In one line: mail arrives → captured three ways → cleaned & grouped → AI answers who / what / how-urgent (rules first) and adds a short briefing → the verdict is recorded with an audit trail → it appears as a ranked, private board the CEO office acts from.