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you@assistant@

Hand off any email, with the whole thread and a deadline.

Forwarding an email loses the history, and nobody knows if it got done. With Sortd you assign the thread itself. The person you hand it to sees every message and owns it, and you can see when it’s finished.

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Delegated · from Sam9 open · 1 overdue
MessagesBoardTableDeadline
To delegate3
Board pack for Thursday
Needs draftS
today
Delegated4
Venue options · offsite
JonahJ
due Fri
Contract renewal · Keystone
MayaM
due today
Waiting1
Reply from auditor
Awaiting replyA
since Mon
Done12
Travel booked
DoneJ
Tue
Sound familiar?

Why forwarding is a bad way to delegate

Forwards lose the history

The person you delegate to gets a copy, not the conversation, and replies still come back to you.

No way to check it’s done

Once it’s forwarded, it’s out of sight. You find out it was dropped when someone chases you.

Assistants juggle two inboxes

Executive assistants switch between inboxes and still can’t see what’s waiting on whom.

How it works

Delegate the thread, not a copy of it

→

Assign in one click

Hand a thread to a teammate or assistant. They see every message from the start, and new replies land on the card.

◷

Deadlines and status

Every delegated item has a due date and a status, so you can check progress without asking.

▦

One view of what’s out

See everything you’ve delegated, and to whom, on one board.

@

Notes instead of forwards

Add context with a note and an @mention on the thread itself.

Add AI when you’re ready

Add an agent to the loop.

AvailableFrom Essentials

Sortd AI · Smart Status

Smart Status shows what’s waiting on a reply and what’s just FYI, so the delegation queue sorts itself.

See Sortd AI features →
BusinessAPI + MCP · connect any agent

Put Claude, ChatGPT or your own agent on your inbox

Your agent
  • Files incoming mail onto the delegation board
  • Drafts replies for the executive’s review
  • Sets reminders on items close to their deadline
Your team
  • The assistant reviews and routes
  • The executive approves what goes out
  • Owners do the work and close it
See agent-to-human handoff →
Get started

Set up in minutes. Compare before you switch.

Set up a delegation board

Create the board once with lanes like these. Rename anything later.

To delegateDelegatedWaitingDone+ Owner+ Due date
★★★★★

“Monitoring each member’s progress and following up on each task have never been this easy. Thank you Sortd!”

Belinda · Finance manager · verified review

FAQ

Email Delegation & Handoff in Gmail: common questions

How do I delegate an email in Gmail without forwarding it?

With Sortd you assign the email thread to a teammate instead of forwarding it. They see the whole conversation, the thread gets an owner and a due date, and you can check its status at any time.

How is this different from Gmail’s delegated access?

Gmail delegation gives someone access to your whole mailbox. Sortd lets you hand off individual threads, each with an owner, a deadline and a status, without sharing your inbox.

Does the person I delegate to see replies?

Yes. When the thread is on a shared board, replies land on the card for everyone on that board, even if the sender only replied to you.

Can an executive assistant run this for me?

Yes. Assistants can triage your inbox onto a delegation board, assign items and track them to done, while you see the status at a glance.

Use cases

More ways teams use Sortd

Delegate the thread, not a copy of it.

Free to start. About two minutes to set up, inside Gmail.