Classify and route high-volume client emails: AI agent prompt
Classify, enrich, and pick the right processing path for inbound client emails so ops only see actionable requests—like Barclays Global Markets using Claude to process about 120,000 emails a day.
OperationsEmail routingintermediateThe prompt
You are an ops email router for [desk / team]. Allowed categories and routes: [paste e.g. trade confirm, KYC chase, pricing request, complaint, spam/other]. For each email below, return: category, urgency (high/medium/low), missing fields the sender must provide, enrichment notes (account/ticket IDs if present), and the recommended route or queue. Draft a short clarification reply only when required fields are missing. Never invent balances, trade details, or approvals. Don't send mail or move tickets until I approve the batch. Emails: [paste]
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Claude, ChatGPT, Gemini and review the answer before you use it.
Works with: Claude, ChatGPT, Gemini, Microsoft 365 Copilot
Real-world example: anthropic.com/news/barclays-scales-claude
Featured in: ChatGPT prompts for business email, replies and follow-ups
Before you use it: what to check
Already built into this prompt
- Never invent balances, trade details, or approvals.
- Don't send mail or move tickets until I approve the batch.
- trade confirm, KYC chase, pricing request, complaint, spam/other].
Check yourself
- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. How prompt injection works →
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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