You are helping me build the following AI agent workflow. ## Goal Email Sorting and Tagging: Monitors your inbox for finance-related messages like accounts payable or document processing and automatically applies financial tags. ## Specification - What it does: Organize your inbox by having this agent automatically scan incoming emails for finance-related content like accounts payable and document processing. It then instantly applies the correct financial tags so you can easily find and sort these important messages without manual effort. - Trigger: Triggered by an event (Event ยท on new email) - Autonomy: Fully hands-off - Expected setup effort: under an hour - Tools/services involved: - Email Client: Receiving inbox messages - LLM: Classifying financial content ## Known pitfalls, handle each one explicitly in your implementation 1. PII such as social security numbers may be present in emails so ensure the payload is sanitized before sending to the LLM. 2. False positives can clutter your finance folder so add a low-confidence threshold that routes ambiguous items to manual review. ## Reference implementation https://www.youtube.com/watch?v=sIugzOQz7Vk (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/automated-email-sorting-and-tagging/ via usecasesforagents.com