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digest_format.md

110 lines · small-business/skills/inbox-manager/reference/digest_format.md at 2574e29

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1# Digest format
2
3The digest is the product. Everything else this skill does is upstream of it.
4
5**Target: ninety seconds to read.** The owner is holding coffee. If it takes longer than that, the triage was too loose, not the format too tight.
6
7---
8

Digest format

The digest is the product. Everything else this skill does is upstream of it.

Target: ninety seconds to read. The owner is holding coffee. If it takes longer than that, the triage was too loose, not the format too tight.


Raw lines 1 to 8
9## Shape
111. **One-line headline** — how much came in, how much needs them.
122. **Needs you** — ranked by consequence, each with the ask in one line and what happens if it waits.
133. **Drafted and waiting** — sender, one-line summary of the reply, grouped where similar.
144. **Handed off** — one line each, naming the receiving skill *and what happens next*: where the item now sits and what the owner says to pick it up (e.g. "→ ap-processor — bill staged there; say 'process my bills' to review"). A handoff line the owner can't act on is a dead end.
155. **Covered by someone else** — threads a colleague already answered. One line each, no draft written.
166. **Handled** — a single count with categories, ending with a fixed suffix so the owner knows what "handled" means: "filed and archived — nothing needs you; ask to see any category."
177. **The approval prompt** — one question.
19The draft bodies come after the digest, not inside it. In the artifact
20rendering, each draft body is a copy block (the style guide's copy-button
21component) so a single reply can be copied and sent by hand without
22approving the batch. The digest stays skimmable; the full text of every draft follows underneath it, in the same order as the drafted list, so the owner can read any one before approving.
24Needs-you always goes first. Chronological order buries the item that matters.
26---

Shape

  1. One-line headline — how much came in, how much needs them.
  2. Needs you — ranked by consequence, each with the ask in one line and what happens if it waits.
  3. Drafted and waiting — sender, one-line summary of the reply, grouped where similar.
  4. Handed off — one line each, naming the receiving skill and what happens next: where the item now sits and what the owner says to pick it up (e.g. "→ ap-processor — bill staged there; say 'process my bills' to review"). A handoff line the owner can't act on is a dead end.
  5. Covered by someone else — threads a colleague already answered. One line each, no draft written.
  6. Handled — a single count with categories, ending with a fixed suffix so the owner knows what "handled" means: "filed and archived — nothing needs you; ask to see any category."
  7. The approval prompt — one question.

The draft bodies come after the digest, not inside it. In the artifact rendering, each draft body is a copy block (the style guide's copy-button component) so a single reply can be copied and sent by hand without approving the batch. The digest stays skimmable; the full text of every draft follows underneath it, in the same order as the drafted list, so the owner can read any one before approving.

Needs-you always goes first. Chronological order buries the item that matters.


Raw lines 9 to 27
28## Worked example — Okonkwo Mechanical
30```
3163 emails since yesterday. 4 need you.
33NEEDS YOU
341. Bexar County — mechanical license renewal, USD 340, expires Friday.
35 Needs your signature. Missing it stops three active jobs.
362. Delgado Properties — change order, USD 4,200, two extra rooftop units at
37 Rosewood. Ellen needs yes or no before Thursday's board meeting.
383. Marisol Reyes — second email, unit still cycling after last week's
39 service. First one was Thursday, unanswered. I've drafted an
40 acknowledgement but this needs a call.
414. Fitzgerald & Co — you told Tom you'd have a price Wednesday. It's
42 Wednesday.
44DRAFTED — 11 ready to send
45 3 scheduling replies (Dana Whitfield, Corley, Nguyen)
46 2 supplier confirmations (Ferguson, Johnstone)
47 4 routine service questions
48 2 referral thank-yous
50HANDED OFF — 3
51 Ferguson invoice #88214, USD 1,847 → ap-processor — staged with your other
52 bills; say "process my bills" to review
53 Sid Harvey statement, USD 612 → ap-processor — same payment run as above
54 Web inquiry, Alamo Heights homeowner, 11:40pm → speed-to-lead — first
55 reply drafted there, waiting on your approval
57COVERED BY SOMEONE ELSE — 2
58 Nguyen warranty question — Teresa answered it 9:15am
59 Corley reschedule — Teresa confirmed Friday
61HANDLED — 48
62 26 receipts · 11 newsletters · 7 shipping · 4 platform notices
63 Filed and archived — nothing needs you. Ask to see any category.
65Send all 11 drafts, or review them one at a time?
67--- DRAFTS ---
681. To Dana Whitfield — re: Thursday walkthrough
69 Hi Dana,
70 Thursday at 9 works. I'll bring the plan for all six buildings.
71 Thanks, Ray
73(…the other ten, same shape…)
74```
76---

Worked example — Okonkwo Mechanical

63 emails since yesterday. 4 need you.

NEEDS YOU
1. Bexar County — mechanical license renewal, USD 340, expires Friday.
   Needs your signature. Missing it stops three active jobs.
2. Delgado Properties — change order, USD 4,200, two extra rooftop units at
   Rosewood. Ellen needs yes or no before Thursday's board meeting.
3. Marisol Reyes — second email, unit still cycling after last week's
   service. First one was Thursday, unanswered. I've drafted an
   acknowledgement but this needs a call.
4. Fitzgerald & Co — you told Tom you'd have a price Wednesday. It's
   Wednesday.

DRAFTED — 11 ready to send
   3 scheduling replies (Dana Whitfield, Corley, Nguyen)
   2 supplier confirmations (Ferguson, Johnstone)
   4 routine service questions
   2 referral thank-yous

HANDED OFF — 3
   Ferguson invoice #88214, USD 1,847 → ap-processor — staged with your other
      bills; say "process my bills" to review
   Sid Harvey statement, USD 612 → ap-processor — same payment run as above
   Web inquiry, Alamo Heights homeowner, 11:40pm → speed-to-lead — first
      reply drafted there, waiting on your approval

COVERED BY SOMEONE ELSE — 2
   Nguyen warranty question — Teresa answered it 9:15am
   Corley reschedule — Teresa confirmed Friday

HANDLED — 48
   26 receipts · 11 newsletters · 7 shipping · 4 platform notices
   Filed and archived — nothing needs you. Ask to see any category.

Send all 11 drafts, or review them one at a time?

--- DRAFTS ---
1. To Dana Whitfield — re: Thursday walkthrough
   Hi Dana,
   Thursday at 9 works. I'll bring the plan for all six buildings.
   Thanks, Ray

(…the other ten, same shape…)

Raw lines 28 to 77
78## The approval prompt
80One question, two ways to answer. Not three.
82```
83Send all 11 drafts, or review them one at a time?
84```
86**Never send before the answer.** Drafting is automatic because it saves the hour. Sending is not, because every reply carries the owner's name and becomes a commitment they will be held to.
88If the owner says "send all," send all and report what went out. If they say review, show one at a time with the original above the draft, so they can see what is being answered.
90---

The approval prompt

One question, two ways to answer. Not three.

Send all 11 drafts, or review them one at a time?

Never send before the answer. Drafting is automatic because it saves the hour. Sending is not, because every reply carries the owner's name and becomes a commitment they will be held to.

If the owner says "send all," send all and report what went out. If they say review, show one at a time with the original above the draft, so they can see what is being answered.


Raw lines 78 to 91
92## When there is no connector
94Same digest, different last line. The drafts are the deliverable:
96```
97Here are the 11 drafts, ready to copy into your mail client. Want them as
98one file or one at a time?
99```
101That is a complete outcome, not a degraded one. The owner still skipped the hour of triage and the hour of writing.
103---

When there is no connector

Same digest, different last line. The drafts are the deliverable:

Here are the 11 drafts, ready to copy into your mail client. Want them as
one file or one at a time?

That is a complete outcome, not a degraded one. The owner still skipped the hour of triage and the hour of writing.


Raw lines 92 to 104
105## What to leave out
107- **Subject lines in bulk.** A list of 63 subjects is the problem restated.
108- **Explanations of how the sorting worked.** The owner cares that it is right, not how.
109- **Anything in the handled bucket, itemized.** A count and categories. They can ask.
110- **Confidence hedging on every item.** If you were unsure about one, say so on that one.

What to leave out

  • Subject lines in bulk. A list of 63 subjects is the problem restated.
  • Explanations of how the sorting worked. The owner cares that it is right, not how.
  • Anything in the handled bucket, itemized. A count and categories. They can ask.
  • Confidence hedging on every item. If you were unsure about one, say so on that one.
Raw lines 105 to 110