Email Task Suggestions

Every hour on weekdays from 7 AM to 6 PM, Claude reads your new Outlook email and adds real tasks to the Email Task Suggestions board, assigned to you. Nothing becomes a task until you accept it. Claude can’t send, move, or delete your email.

Set Up

1. Check your connectors
   In Claude, open Settings > Connectors and make sure Microsoft 365 and monday.com are connected to your account. If either shows Connect, follow Claude Setup.

2. Run the setup skill in Cowork
   In the Claude desktop app, switch the message box to Cowork, type /set-up-email-tasks, and send it. Claude checks your connections and creates the Email task suggestions scheduled task.

3. Turn on automatic approval
   Open the task on the Scheduled page and make sure Automatically approve is on. Without it, nothing reaches the board.

4. Test it
   Click Run now on the task. During work hours, any suggestions show up on the board within a few minutes. Outside work hours, the run just says it skipped.

Approving tools

If a run stops to ask permission, approve only Outlook email search, read email, get my profile, and the monday.com get user context, get board items, and create item tools. Choose Allow for all scheduled runs. Never approve anything that sends, forwards, or deletes email, or changes inbox rules.

Set up the task by hand

If Claude can’t create the task for you, make it yourself.

1. In the Claude desktop app, click Scheduled in the left sidebar, then New task, then Set up manually.

2. Fill in:

   • Name: Email task suggestions
   • Frequency: Hourly
   • Model: Claude Sonnet 5.5
   • Prompt: the text below

3. Save it, then turn on Automatically approve.

Prompt

Scheduled run of the email-task-suggestions skill. Follow that skill exactly. This run is unattended: don't ask questions. If the skill or a connector isn't available, stop and say which one.

Daily Use

Suggestions land in the Suggested group with your name in Person.

1. Check the Board column
   Change it if Claude picked the wrong board.

2. Accept or Dismiss
   Set Suggestion to Accept to copy the task to that board, or Dismiss if it isn’t a task.

[VERIFY]

These involve payments or bank details. Call the sender on a number you already have, never one from the email.

Troubleshooting

Common issues

“Unknown skill” in Cowork
The desktop app hasn’t loaded the plugin yet. Quit Claude from the system tray, reopen it, and try again in a new Cowork task.

Run says the skill isn’t available
Same fix as above. If it keeps happening, tell Joe.

Nothing shows up all day
Open the last run on the Scheduled page. If it is waiting for approval, turn on Automatically approve. If it says a connector isn’t available, reconnect it in Settings > Connectors.

Run checked emails but created nothing
Normal. Most email doesn’t ask you to do anything.

Wrong board picked
Change Board before you accept.

Pause it
Switch the task off on the Scheduled page.