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Guide

From inbox to table: a triage flow

Turn a shared inbox into structured, assigned work: a workflow that reads each message, files a record, and routes the urgent ones to a person.

The shape of triage

Every triage process is the same five steps: something arrives, judgment classifies it, rules score it, a record is filed, and a human catches the exceptions. That maps one-to-one onto Lemma: surface → agent → function → table → approval.

Build it

  1. 1
    Prepare the pieces: a tickets table (Data), a triage agent that classifies one message (see the first-agent guide), and optionally a scoring function if you have exact priority rules.
  2. 2
    Open Workflows and create one. First step: the triage agent, taking the inbound message as input.
  3. 3
    Second step: a function if your priority rules are exact ("enterprise customers are always P1"), or skip — the agent’s judgment may be enough to start.
  4. 4
    Third step: a decision — P1 goes one way, everything else goes the other.
  5. 5
    On the P1 branch, add an approval routed to the on-call person. On the other branch, the flow just files the record and ends.
  6. 6
    Run it by hand with a real message and read the run step by step. Then connect the surface (Surfaces → your inbox) so it triggers on arrival.