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Saltmarsh Kayak Co. — fictional demo workspace

Inbox and Document Triage, step by step

One messy inbox item, followed from arrival to sorted task, document status, and owner visibility — inside the mailbox where it happens. Watch it play, or step through at your own pace — everything below uses sample data.

STEP 1 OF 6: A busy inbox receives a bundle

Saltmarsh MailSearch mailhello@saltmarshkayak.example — shared inbox

Inbox

  • Jordan Ellis7:42 AM12-person paddle Friday — waivers + dock permit attached
  • Marsh Point RentalsFriRe: trailer hitch invoice
  • Harborline ToursFriPartner overflow dates for August
  • City Dock OfficeThuDock use renewal receipt
  • Priya RamanThuGift card for a sunset paddle?

Ops queue

  • Ops queueMonWednesday AM tour — weather hold review
  • Ops queueFriVendor invoice — kayak resupply

12-person paddle Friday — waivers + dock permit attached

Jordan Ellis <jordan.ellis@mail.example>to hello@saltmarshkayak.example · Mon 7:42 AM

Hi Saltmarsh team — we are planning a 12-person paddle for Friday morning. Attached are the signed waivers and a dock permit from our hotel.

Can you confirm availability and whether anything is missing?

waiver-packet.pdf1.2 MBdock-permit.pdf340 KB

Workflow output

Output appears here as the walkthrough runs — extraction, classification, routing, and the owner digest.

Example workflow — sample data only.BUILT BY COASTAL WORKFLOW LLC