Email Summary — Gmail & Exchange Integration

Summarize emails from configured Gmail and Exchange accounts, categorize them by action type, and save to a local markdown file in operations/emails/.

Available MCP Tools

Gmail Tools

Exchange Tools

Workflow

1. Determine Time Period

Ask the user for the date range if not specified. Common patterns:

• •"today" → current date
• •"yesterday" → previous day
• •"this week" → Monday to today
• •"last week" → previous Monday to Sunday
• •"last 7 days" → rolling 7 days
• •Custom range: "from YYYY-MM-DD to YYYY-MM-DD"

2. List Available Accounts

mcp__gmail__gmail_list_accounts()
mcp__exchange__exchange_list_accounts()

Present the list and confirm which accounts to include (default: all).

3. Fetch Emails

Gmail (use date query syntax):

mcp__gmail__gmail_search(account="<name>", query="after:2026/01/01 before:2026/01/08", max_results=50, include_body=true)

Exchange (use KQL syntax):

mcp__exchange__exchange_search(account="<name>", query="received:2026-01-01..2026-01-07", max_results=50, include_body=true)

4. Categorize Each Email

Review each email and assign to ONE category:

5. Generate Summary Document

Filename convention: YYYY-MM-DD-email-summary.md (use end date of range)

Output location: operations/emails/

Markdown format:

# Email Summary: [Start Date] to [End Date]

**Generated:** YYYY-MM-DD HH:MM
**Accounts:** account1, account2, account3
**Total Emails:** N

---

## Tasks That Need To Be Done

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | Brief description of task required |

### Task Details

#### [Subject Line]
- **From:** sender@example.com
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Action Required:** [Clear description of what needs to be done]
- **Deadline:** [If mentioned]

---

## Response Needed

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | What response is needed |

### Response Details

#### [Subject Line]
- **From:** sender@example.com
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Question/Request:** [What they're asking]

---

## Informational

| Source | From | Subject | Date | Summary |
|--------|------|---------|------|---------|
| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | One-line summary |

---

## Other

| Source | From | Subject | Date | Notes |
|--------|------|---------|------|-------|
| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | Why categorized here |

---

## Statistics

- **Tasks:** N emails
- **Response Needed:** N emails
- **Informational:** N emails
- **Other:** N emails

6. Save and Confirm

Write the file to operations/emails/YYYY-MM-DD-email-summary.md and confirm the path to the user.

Date Query Reference

Gmail Query Syntax

• •after:YYYY/MM/DD — emails after date
• •before:YYYY/MM/DD — emails before date
• •newer_than:7d — last 7 days
• •older_than:1d — older than 1 day

Exchange KQL Syntax

• •received:YYYY-MM-DD — specific date
• •received:YYYY-MM-DD..YYYY-MM-DD — date range
• •received>=YYYY-MM-DD — on or after date

Tips

• •Large volumes: If >50 emails, summarize in batches and combine.
• •Priority emails: Check importance:high (Exchange) or is:important (Gmail) first.
• •Thread context: Use gmail_get_thread or exchange_get_thread for full conversation context when categorization is unclear.
• •Deduplication: Emails may appear in multiple searches; dedupe by message ID.

Error Handling

• •Account not found → Run list accounts and verify configuration.
• •No emails in range → Confirm date format and expand range.
• •MCP not connected → Check MCP server configuration.