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Issue #14 · Ops & Om · Health of Business series · Episode 1

or listen on Spotify · Apple Podcasts

I want to tell you about the best hire I made this year.

It works three shifts a day. It never calls in sick. It costs me almost nothing. And its entire job is one thing: my email.

Let me describe an inbox and you tell me if it sounds familiar. Six receipts from six vendors that need filing by which business they belong to — because at tax time your accountant doesn’t care that it landed in your personal Gmail. Client threads you can’t drop. A partnership pitch that might be real and might be spam wearing a suit. Your spouse forwarding you the house thing that needed handling yesterday. A medical appointment buried under four newsletters you haven’t opened in a month. Now multiply it by three, because you have three email addresses. Maybe five.

The standard advice — “check email twice a day,” “get to inbox zero” — is just discipline advice.

Discipline doesn’t scale. Systems scale.

So I built a system. The first Ops & Om episode is the full walkthrough. Here’s the short version.

Here’s what we’ll cover in this issue:

The Real Project Isn’t “Get AI to Do My Email”

When I tried to build this before, I had the project wrong. I thought it was get AI to do my email. It’s not.

The project is: write down how I make email decisions — so clearly that someone else could make them for me. AI is just “someone else.”

The whole thing is three pieces: a rulebook (a literal text file that says what to do with every type of email), labels (Gmail labels that act like folders), and a scheduled task that runs at 8am, noon, and 4pm — it reads the rulebook, processes the inbox, and writes me a digest.

Week one, it asked about everything, like an intern shadowing me. By week three it handled about 90% silently and only brought me the actual decisions.

I didn’t train a model. I wrote an operations manual — one question at a time.

Try this prompt:

Help me build an email triage rulebook. Ask me one question at a
time about how I handle different kinds of email (receipts, client
threads, pitches, newsletters, personal). After each answer, write
the rule in plain language and add it to a running rulebook. Don't
move on until each rule is clear enough that someone else could
follow it without me.

The Four Guardrails That Make It Safe

People ask: you let AI loose on your email? Your email has your whole life in it.

I do — because of four rules that are non-negotiable, written at the very top of the rulebook so it reads them every single run:

  • Never deletes. Archiving means “remove from my main inbox.” Nothing is ever destroyed.

  • Never sends. It drafts replies in my voice — and they’re good — but every one waits in my drafts until I hit send.

  • Never touches settings. No forwarding changes, no filters. Nothing.

  • Never guesses. Ambiguity goes into the digest as a question, not an action.

Run the worst case on that. An email stays in my inbox. That’s the catastrophic failure mode — one extra email.

You don’t trust AI by hoping it behaves. You design a box where misbehavior is impossible, then let it earn scope over time.

Try this prompt (paste these at the top of your rulebook):

NON-NEGOTIABLE RULES — read these every run:
1) Never delete. Archive = remove from inbox only. Destroy nothing.
2) Never send. Draft replies in my voice; leave them in Drafts.
3) Never change settings, filters, or forwarding.
4) Never guess. Put any ambiguity in the digest as a question.

The Wins — and the Boring Fix for Too Many Inboxes

One week, three things I didn’t have to think about:

  • It filed an ad receipt to the right company’s label — a clean look at tax time instead of a weekend project.

  • We closed on a property. It filed the whole deal thread, flagged “transaction funded,” pulled the fine print I usually skim past (no lender escrow means nobody mails you the tax bill — check the county site in October), and set a calendar reminder for October.

  • A retail chain with 86 stores wanted to carry our products. It flagged the email as real revenue and drafted a reply in my voice with the two qualifying questions I’d have asked. I reviewed, sent, done.

And all those accounts? Solved with plain Gmail forwarding. Every address forwards a copy into one hub inbox. Originals stay untouched, nothing moves, nobody changes habits. One hub, one rulebook, one digest.

Email is the front door to your operations — which makes it the highest-leverage thing to systemize first.

Get the exact system — free

I packaged the whole thing into a free kit: the rulebook template with the guardrails baked in, the scheduled-task prompt word for word, and the setup checklist (including the multi-account forwarding piece).

Rather have it done for you? I build these for clients — single inbox or full multi-account with receipts auto-saved to your Drive. Book a 1:1.

Baldomero Garza — Find me on X, LinkedIn, Instagram, or book a 1:1.

P.S. — This is episode one. If you only do one thing this week, watch the walkthrough and start your rulebook — it takes an afternoon. Watch on YouTube →

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