Forwarded Email Router.
Agent routine that fires whenever a teammate forwards an email to a dedicated AI inbox. Reads the forwarded message plus any free-form instructions the sender added in the forward body, decides where the content belongs across the firm's systems of record (CRM, document store, knowledge base), files the email and any attachments under the right record/folder, optionally creates a follow-up task, and DMs the sender a summary of what it did. Tool-agnostic: connectors are named generically so any firm can swap in their own CRM, file store, knowledge base, and chat tool.
Where this runs
Prompts by section
The full set, in execution order. Each section is its own LLM call — cheaper to debug, easier to swap, and resilient against any single prompt failing. Templated fields like {{1__parent_record_values__name[]value}} are substituted at runtime by the orchestrator from CRM trigger data.