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Recipes

Create categories that match how your team works

InboxTidy comes with useful default categories, but every business handles email differently. These recipes give you ready-made prompts for common teams, processes, and inbox problems.

Copy a prompt, paste it into a new custom category, then adjust it to match your wording, customers, suppliers, or internal process.

Filter by Categories

Interview Scheduling

Create a category for interview scheduling, candidate availability, interview invites, calendar coordination, hiring pan...

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HR and People

Performance Reviews

Create a category for performance review emails, appraisal reminders, objective setting, review meeting scheduling, deve...

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HR and People

Policy Updates

Create a category for HR policy updates, employee handbook changes, workplace rules, people process updates, conduct pol...

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HR and People

Password and Access Requests

Create a category for emails about password resets, login issues, account access, permission changes, MFA problems, lock...

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IT and Security

Security Incidents

Create a category for security incidents, suspicious emails, phishing reports, malware alerts, account compromise concer...

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IT and Security

Leaver Access Removal

Create a category for leaver access removal, account disabling, licence removal, mailbox retention, device returns, acce...

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IT and Security

Vendor Support Tickets

Create a category for vendor support tickets, supplier support cases, technical support replies, ticket updates, trouble...

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IT and Security

Production Updates

Create a category for production updates, manufacturing status, batch progress, shift updates, line status, production o...

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Operations

Process Improvements

Create a category for process improvement emails, suggestions to improve ways of working, efficiency ideas, workflow cha...

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Operations

Supplier Delays

Create a category for supplier delays, late deliveries, delayed materials, missed supplier dates, back ordered items, su...

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Operations

NDA Requests

Create a category for NDA requests, confidentiality agreements, mutual NDA discussions, signed NDA copies, NDA review re...

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Legal and Compliance

Regulatory Updates

Create a category for regulatory updates, legal changes, compliance changes, industry rule updates, regulator communicat...

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Legal and Compliance

Policy Updates

Create a category for legal or compliance policy updates, governance updates, internal rule changes, approval policy upd...

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Legal and Compliance

Risks and Blockers

Create a category for project emails that mention risks, blockers, delays, dependencies, issues, missed milestones, reso...

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Projects

Milestone Updates

Create a category for milestone updates, completed milestones, upcoming milestones, key project dates, go live dates, de...

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Projects

Stakeholder Updates

Create a category for stakeholder updates, senior updates, sponsor updates, steering group updates, and project communic...

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Projects

Needs My Decision

Create a category for emails where someone needs me to make a decision, choose an option, give direction, confirm a pref...

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Approvals and Decisions

Signature Required

Create a category for emails where a signature is needed, including contracts, order forms, NDAs, approvals, legal docum...

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Approvals and Decisions

Meetings

Create a category for meeting emails, calendar invites, meeting changes, agenda emails, meeting notes, and messages abou...

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Admin and General

Renewals

Create a category for renewal emails, contract renewals, service renewals, licence renewals, policy renewals, support re...

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Admin and General

Reports For Review

Create a category for reports sent for review, dashboards, summaries, performance reports, finance reports, operational ...

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Admin and General

Personal Admin

Create a category for personal admin emails, appointment reminders, personal bookings, personal renewals, school message...

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Admin and General

Procurement Requests

Create a category for procurement requests, requests to buy goods or services, sourcing requests, supplier selection, pu...

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Procurement and Suppliers

Product Feedback

Create a category for product feedback, feature feedback, usability comments, customer suggestions, product improvement ...

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Products and Delivery

Release Updates

Create a category for release updates, product releases, version changes, update notes, release notes, deployment notice...

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Products and Delivery

Quality Issues

Create a category for quality issues, non conformances, defects, failed checks, quality complaints, rejected items, inve...

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Risk and Quality

Audit Findings

Create a category for audit findings, audit observations, non conformities, audit results, improvement actions, and emai...

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Risk and Quality

Board or Senior Review

Create a category for board review emails, senior leadership review, executive packs, decision papers, governance meetin...

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Leadership and Management

Confidential Management Topics

Create a category for confidential management emails, sensitive leadership discussions, employee matters, commercial con...

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Leadership and Management

Newsletter Ideas

Create a category for newsletter ideas, content suggestions, article ideas, customer update topics, internal content pla...

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Marketing

Press and PR

Create a category for press releases, media enquiries, journalist questions, PR approvals, public statements, awards sub...

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Marketing

Marketing Performance Updates

Create a category for marketing performance updates, campaign results, website analytics, lead reports, email open rates...

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Marketing

Escalations

Create a category for escalations, urgent customer issues, serious complaints, senior management involvement, repeated u...

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Customer Service

Customer Feedback

Create a category for customer feedback, survey responses, suggestions, compliments, comments about service quality, and...

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Customer Service

Onboarding

Create a category for employee onboarding, new starter setup, welcome emails, first day arrangements, induction plans, e...

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HR and People

Absence

Create a category for absence emails, sickness notifications, return to work messages, absence records, medical appointm...

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HR and People

Employee Concerns

Create a category for employee concerns, workplace issues, conduct concerns, grievances, wellbeing concerns, sensitive p...

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HR and People

System Alerts

Create a category for system alerts, monitoring notifications, automated warnings, backup alerts, failure notices, servi...

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IT and Security

MFA Issues

Create a category for MFA issues, authentication problems, authenticator app setup, verification code problems, device c...

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IT and Security

Change Requests

Create a category for IT change requests, system changes, configuration updates, release requests, deployment approvals,...

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IT and Security

Delivery Updates

Create a category for delivery updates, shipment confirmations, dispatch notices, delivery dates, logistics updates, cou...

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Operations

Scheduling Changes

Create a category for scheduling changes, rota changes, delivery date changes, production schedule changes, meeting chan...

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Operations

Incident Reports

Create a category for incident reports, operational incidents, safety incidents, near misses, equipment failures, proces...

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Operations

Resource Planning

Create a category for resource planning emails, staffing plans, capacity planning, workload planning, shift coverage, pr...

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Operations

Compliance Evidence

Create a category for compliance evidence requests, audit evidence, control evidence, policy evidence, certification evi...

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Legal and Compliance

Terms and Conditions

Create a category for terms and conditions, service terms, website terms, supplier terms, customer terms, privacy terms,...

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Legal and Compliance

Audit Preparation

Create a category for audit preparation emails, audit planning, evidence gathering, audit schedules, pre audit checklist...

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Legal and Compliance

Decision Requests

Create a category for project decision requests, options to choose from, direction needed, approval to proceed, unresolv...

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Projects

Scope Changes

Create a category for project scope changes, new requirements, removed requirements, change requests, expanded work, red...

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Projects

Project Approvals

Create a category for project approvals, sign off requests, go live approvals, document approvals, budget approvals, sco...

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Projects

Waiting on Me

Create a category for emails where I need to reply, review something, approve something, provide information, complete a...

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Approvals and Decisions

Document Review

Create a category for emails where someone wants me to review a document, check wording, comment on a draft, confirm acc...

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Approvals and Decisions

Travel

Create a category for travel emails, flight bookings, hotel bookings, train bookings, taxi bookings, travel approvals, i...

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Admin and General

Newsletters

Create a category for newsletters, digest emails, industry updates, thought pieces, general updates, and recurring email...

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Admin and General

FYI Updates

Create a category for FYI updates, awareness emails, copied messages, status notes, completed work updates, and emails w...

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Admin and General

Supplier Quotes

Create a category for supplier quotes, pricing offers, estimates, proposal documents, supplier costings, and emails wher...

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Procurement and Suppliers

Supplier Performance

Create a category for supplier performance emails, service reviews, delivery performance, quality concerns, missed suppl...

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Procurement and Suppliers

Feature Requests

Create a category for feature requests, product enhancement ideas, new function requests, change suggestions, and emails...

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Products and Delivery

Customer Onboarding

Create a category for customer onboarding emails, new customer setup, implementation planning, training arrangements, ac...

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Products and Delivery

Risk Alerts

Create a category for risk alerts, business risks, operational risks, project risks, supplier risks, compliance risks, a...

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Risk and Quality

Compliance Deadlines

Create a category for compliance deadlines, filing dates, training deadlines, certification deadlines, policy deadlines,...

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Risk and Quality

Management Actions

Create a category for management actions, team actions, follow ups from managers, delegated tasks, manager requests, and...

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Leadership and Management

Campaign Approvals

Create a category for marketing campaign approvals, content sign offs, email campaign reviews, advert approvals, design ...

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Marketing

Social Media Requests

Create a category for social media requests, post ideas, approval requests, content drafts, image requests, social campa...

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Marketing

Design Requests

Create a category for marketing design requests, graphic design work, brochure design, advert artwork, website images, p...

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Marketing

Supplier Marketing Emails

Create a category for supplier marketing emails, vendor newsletters, promotional emails, product announcements, sales of...

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Marketing

Refund Requests

Create a category for refund requests, credit requests, cancellation refunds, overpayment queries, billing corrections, ...

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Customer Service

Training

Create a category for training emails, course invites, learning deadlines, mandatory training, training completion remin...

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HR and People

Holiday Requests

Create a category for holiday requests, annual leave approvals, time off requests, leave balances, holiday changes, and ...

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HR and People

Payroll Questions

Create a category for employee payroll questions, payslip queries, salary questions, missing payments, tax code question...

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HR and People

Software Renewals

Create a category for software renewals, licence renewals, subscription renewals, SaaS renewals, maintenance renewals, s...

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IT and Security

New Starter IT Setup

Create a category for new starter IT setup, laptop requests, account creation, software access, mailbox setup, device pr...

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IT and Security

Service Outages

Create a category for service outages, system downtime, degraded service, application failures, network issues, unavaila...

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IT and Security

Stock Issues

Create a category for stock issues, low stock warnings, stock shortages, unavailable items, inventory discrepancies, bac...

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Operations

Site Updates

Create a category for site updates, office updates, facility updates, site notices, workplace changes, local announcemen...

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Operations

Maintenance Notices

Create a category for maintenance notices, planned maintenance, equipment servicing, facilities work, IT maintenance, bu...

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Operations

Contract Reviews

Create a category for contract reviews, agreement reviews, terms review, legal comments, contract changes, redlines, and...

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Legal and Compliance

Data Protection

Create a category for data protection emails, privacy queries, personal data requests, data processing agreements, DPIAs...

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Legal and Compliance

Legal Queries

Create a category for legal queries, legal advice requests, risk questions, contract interpretation, liability questions...

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Legal and Compliance

Project Updates

Create a category for project updates, progress reports, weekly updates, status summaries, milestone progress, and email...

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Projects

Meeting Actions

Create a category for project meeting actions, action lists, minutes, follow up tasks, owners, deadlines, and emails sen...

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Projects

Budget Changes

Create a category for project budget changes, cost increases, funding changes, budget approvals, spend concerns, commerc...

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Projects

Needs My Approval

Create a category for emails where someone needs my approval before they can continue. Include approval requests for spe...

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Approvals and Decisions

Waiting on Others

Create a category for emails where I am waiting for someone else to reply, provide information, approve something, send ...

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Approvals and Decisions

Urgent Approval

Create a category for urgent approval requests where someone needs a fast sign off, quick confirmation, same day approva...

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Approvals and Decisions

Subscriptions

Create a category for subscription emails, renewal notices, plan changes, account notices, billing notices, licence coun...

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Admin and General

Internal Announcements

Create a category for internal announcements, company updates, leadership messages, office news, team announcements, peo...

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Admin and General

Documents To File

Create a category for documents that need saving, filing, storing, or keeping for reference. Include signed documents, p...

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Admin and General

Supplier Onboarding

Create a category for supplier onboarding, new vendor setup, supplier forms, banking details, tax forms, compliance docu...

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Procurement and Suppliers

Contracted Services

Create a category for contracted service emails, service provider updates, planned work, recurring service visits, maint...

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Procurement and Suppliers

Bug Reports

Create a category for bug reports, defects, broken features, unexpected behaviour, error messages, failed processes, and...

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Products and Delivery

Delivery Handover

Create a category for delivery handover emails, internal handovers from sales to delivery, project to support handovers,...

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Products and Delivery

Corrective Actions

Create a category for corrective actions, action plans, issue follow ups, root cause actions, prevention actions, qualit...

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Risk and Quality

Leadership Updates

Create a category for leadership updates, executive messages, company direction updates, management briefings, strategy ...

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Leadership and Management

Strategy Discussions

Create a category for strategy discussions, business planning, growth planning, service direction, product direction, ma...

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Leadership and Management

Website Enquiries

Create a category for website enquiries, contact form submissions, website lead forms, general website messages, and ema...

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Marketing

Event Marketing

Create a category for event marketing, webinar promotion, trade show planning, conference marketing, event invitations, ...

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Marketing

Case Studies

Create a category for case study emails, customer success stories, testimonials, customer interviews, permission request...

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Marketing

Recruitment

Create a category for recruitment emails, job applications, candidate CVs, recruiter messages, hiring updates, vacancy d...

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HR and People

Service Updates

Create a category for customer service updates, progress updates, case updates, issue status messages, and emails tellin...

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Customer Service

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