Agent playbook

Stop carrying your commitments in your head

A Mixmax reminder doesn’t have to fire just because the date arrived. Set it for Thursday and tell it to fire only if the recipient hasn’t replied — or, on anything you sent with Mixmax, only if the email is still unopened. Your agent sets that kind of nudge for you, and tells you what’s already due, without you leaving the conversation.

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Getting started

  1. Connect the Mixmax MCP server to your agent — one URL and a sign-in. Setup instructions.
  2. Ask what’s on your plate today, before you open anything else.
  3. Next time you send something you’re waiting on, put the reminder on the reply instead of on a date.
  4. After your next call, turn the action items into tasks while the call is still fresh.

Try this today

What’s on my plate today? Then put a reminder on yesterday’s pricing email — nudge me Thursday if there’s still no reply.

Paste it into Claude or ChatGPT once your agent is connected. Set that up here.

Before and after

What changes

The old way: Carry your to-do list in your head, or across three different apps
The Mixmax way: Ask once and get one list, with what’s overdue at the top
The old way: Promise yourself you’ll chase it if they go quiet, then forget
The Mixmax way: Set a reminder that fires only on silence, so your memory isn’t the system
The old way: Retype action items from your call notes into a task list
The Mixmax way: Say what you owe and let your agent create the call, the to-do, and the LinkedIn touch
The old way: Watch a proposal go unread and have nowhere to take it
The Mixmax way: Find out who else at that account is opening things, and put the next task on them
The old way: Let finished tasks pile up because clearing them isn’t worth the trip
The Mixmax way: Have your agent close out the done ones in a single pass

Real-life scenarios

What’s due today

The situation. It’s 8:45 a.m. and your task list is a flat pile with no sense of urgency to it. Two reminders are about to fire and you don’t remember setting either.

What happens. One question — what’s on my plate today — and back comes a single list: open tasks and the reminders about to fire, overdue ones first.

Why it matters. One question replaces the 10 minutes you spend deciding where to start.

A nudge that only fires on silence

The situation. You sent the email that matters most this week and told yourself you’d chase it if they went quiet. That condition doesn’t fit on a calendar.

What happens. You put the reminder on that thread and give it a condition — fire only if there’s no reply by Thursday.

Why it matters. If they write back, nothing happens, and you never spend a thought on it either way.

A call, a to-do, and a LinkedIn touch, in one sentence

The situation. Most of what you owe this week isn’t an email. It’s a call on Thursday, a doc to send, a LinkedIn note — three different kinds of work that end up in three different places, or nowhere.

What happens. You say what you owe and to whom. The agent creates each one as the right kind of task, dated, against the right contact.

Why it matters. They land in the Mixmax list you already work from, so working the list is the whole system.

When the proposal goes unread, try another door

The situation. Friday’s reminder fires: the proposal you sent that hard-to-reach exec is still unopened.

What happens. You ask who else at that account has opened anything from you lately, and put the next task against that person instead.

Why it matters. Silence stops being a dead end and becomes a reason to go wider, while the deal is still warm.

Frequently asked questions

Can a reminder fire on something other than a date?

Yes. You can set one to fire only if there’s no reply, or — on an email you sent with Mixmax — only if it hasn’t been opened, by whatever date you pick. If they reply or open it first, the reminder stays quiet.

What kinds of tasks can my agent create?

Calls, to-dos, and LinkedIn touches. You describe what you agreed to and the agent creates each one in Mixmax, dated and against the right contact. If it came out of a meeting, the meetings playbook covers how the agent builds them straight from the summary.

Can my agent close tasks out, or only show them to me?

Both. Ask for what’s open, then clear a stack of finished tasks in one pass. You never have to open the list yourself to keep it current.

Put your agent to work

Connect Mixmax to Claude or ChatGPT, then come back and paste the prompt above. Already using Inbox Copilot? This runs on the data you already have.

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