Broker Inbox Triage
Turn your broker inbox into a triage workflow. Set up Gmail filters and labels by hand, then paste any broker thread and get a KILL, WATCH, or PURSUE verdict plus the exact reply to send and the label to file it under, in seconds.
Built for active buyers drowning in broker blasts: acquisitions teams, small funds, family offices. It runs in ChatGPT or Claude. No code, and not a scoring model, a triage habit.
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Get the full pack once, then use the walkthrough below to see exactly what is inside and how to run it.
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Who this is for
If your broker inbox is a relationship you are slowly letting go cold, this is for you. The workflow clears the pile and keeps the brokers who send you deals warm.
Active acquirers
Twenty blasts a day and the one thread that matters buried under nineteen that do not. You need the queue sorted and a fast verdict.
Small funds and family offices
One inbox, no analyst to read every blast. You want a clean queue and the right reply ready to send.
Relationship-driven buyers
Your brokers go quiet when you never reply. This drafts the reply and tells you where to file it, so no warm broker goes cold.
What is inside
A light inbox mandate, the Gmail filter recipe, the triage prompt, and a live log, plus a worked Tuesday inbox you can trace thread by thread.
Set your inbox buy-box once
Your buy-box decides PURSUE versus archive on every thread, so triage is consistent instead of mood-dependent.
Sort the inbox with Gmail filters and labels
Broker mail lands pre-sorted into Deals/Priority, Deals/Watch, and Deals/Archive labels, so you open a tidy queue instead of a flood.
Paste a thread, get a verdict and a reply
Paste any broker thread and get a KILL, WATCH, or PURSUE verdict, the exact reply to send, and the label to file it under, in seconds.
Keep a live triage log
Every thread you triage lands on one board with its fit, verdict, label, and action, and a summary shows your inbox at a glance.
See a real Tuesday inbox triaged
Twelve broker threads worked end to end, so you see exactly what verdict, reply, and label each one produces before you point it at your own mail.
How to run it
Install it in the AI tool you already use. The two no-code paths take about five minutes each. The dev-environment recipes are there if you live in a terminal, not because you need them.
ChatGPT
Custom GPT
No codeClaude
Project
No codeClaude Code
Skill
Dev envCodex
AGENTS.md
Dev envYour first prompt
Once the prompt and your mandate are loaded, paste a thread and ask:
Triage this broker thread against my mandate: [paste the email or thread, attachments and all]
You get a 0-100 fit, the KILL, WATCH, or PURSUE verdict, the reply to send, and the label to file it under. The QUICK-START guide walks all five steps, including how to nudge the thresholds to your judgment.
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