Reply Triage Officer
An always-on triage agent for outbound sales. It watches your sales inbox for replies tied to your cold campaigns, classifies each reply into a clean intent bucket, dedupes against threads already handled, updates the matching contact in HubSpot (status, lifecycle stage, notes), sends a context-aware templated auto-reply where appropriate, and routes hot replies to you in real time. It keeps a state table of every thread it has touched so a reply is never triaged twice.
Agent snapshot
Built for software saas work, not a generic template.
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template use
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to reply Triage Officer. Use Gmail, HubSpot, and Slack. Focus on sales outreach. Return a ready-to-review result after each run.
Sample output
Every 30 minutes, scans your sales inbox for replies to outbound campaigns, classifies intent (interested, not now, OOO, unsubscribe, question), updates HubSpot, sends templated auto-replies, and pings you in Slack for hot leads.
Workflow brief
Where Reply Triage Officer fits in a software saas automation system
Reply Triage Officer is designed for a specific recurring job: an always-on triage agent for outbound sales. It watches your sales inbox for replies tied to your cold campaigns, classifies each reply into a clean intent bucket, dedupes against threads already handled, updates the matching contact in HubSpot (status, lifecycle stage, notes), sends a context-aware templated auto-reply where appropriate, and routes hot replies to you in real time. It keeps a state table of every thread it has touched so a reply is never triaged twice. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Gmail, HubSpot, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
On schedule, query the connected inbox for messages received since the last successful run and filter to replies on outbound campaign threads.
For each reply, look up the sender in the CRM by email, filtering to contacts tagged with the configured campaign identifier.
Use Twin AI to classify the reply body into one of the selected intent categories with a confidence score and a short justification.
If confidence is below the threshold, mark the thread as 'needs human' and skip auto-actions.
Update the matched CRM contact's lead status, lifecycle stage, and append a timestamped note summarizing the classification and key phrases.
Apply the auto-reply policy for the bucket: send template, draft for approval, or do nothing.
Integrations used
Reply Triage Officer connects Gmail, HubSpot, and Slack.
Gmail
Connected in this agent
HubSpot
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Slack
Connected in this agent
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Plans start at €20/mo