Drake Surach recommends listing recurring tasks and estimating their frequency and time cost before choosing one to delegate. He uses customer email as an example.
Drake Surach asks Claude to interview him about business rules and examples, then saves the resulting handbook as a project context fileContext engineering designs how relevant instructions, evidence, state and tool information are assembled for a model's task.. He tests a real email draft, supplies a missing detail and recommends repeated manual review before automating the workflow.
Drake Surach demonstrates a reusable skillAn AI agent skill is a reusable package of instructions, resources, and tool guidance for performing a bounded kind of work. and scheduled inbox triageWorkflow automation uses software or AI to complete a connected sequence of routine steps with less manual effort. that prepares drafts and labels messages. He says the workflow does not send, forward or delete emailsAn agent permission boundary defines and enforces which resources and actions an automated agent is allowed to use., leaving final review and sending to a person.
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