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Create a Job from a Client Email

Overview​

Copy a client's request into the AI Assistant and ask it to create a Job. The assistant can use the names and scope in the email to find the client and project, suggest a title, department and Job Type, and prepare a brief. Confirm any suggested matches and approve the Job after reviewing its details.

This example starts with text pasted into chat. The email, agency records and Job number below are illustrative.

An account manager turns a client email into a Job without retyping it as a form.

You

I received this from our General Motors contact. Can you create a Job and full brief from it?

From: Sofia, General Motors
Subject: Dealer locator page for the EV campaign

Hi team, for the General Motors – 2026 Global EV Campaign project, we need a page that helps visitors find a nearby dealer. Please introduce the electric vehicle range, make the dealer locator the main call to action, and include a way to book a test drive. Follow the campaign visual direction. Can you start this work?

Skilio

I found General Motors and the named campaign project. I suggest a Job in Digital with the Web Design Job Type, titled “GM EV Campaign – Dealer Locator Page”. I’ll use the email’s scope in the brief. Is that the work you want to create?

You

Yes. Keep the dealer locator as the main call to action, and include the test-drive booking.

Skilio

The Job details are ready for review.

ClientGeneral Motors
ProjectGeneral Motors – 2026 Global EV Campaign
Business object typeJob
DepartmentDigital
Job TypeWeb Design
TitleGM EV Campaign – Dealer Locator Page
DescriptionA campaign page introducing the EV range, with a dealer locator as the main call to action and test-drive booking
BriefPrepared from the pasted email in the Web Design briefing sections

Review the proposed details and brief in the approval card before creating the Job.

Make changesApprove
You

I reviewed the proposal and selected Approve.

Skilio

The Job has been created.

GM EV Campaign – Dealer Locator Page#1043
Job number
1043
Client
General Motors
Project
General Motors – 2026 Global EV Campaign
Department
Digital
Job type
Web Design
Description
A campaign page introducing the EV range, with a dealer locator as the main call to action and test-drive booking
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AI capability

From client request to Job

The assistant reads the pasted request, proposes where the work belongs and prepares the Job for approval.

What happens in Skills Workflow

  • Paste the relevant email text and ask for a Job.
  • Check the client, project, title, department and Job Type the assistant proposes.
  • Correct or add details before approving creation.
  • Open the created Job from its card in the conversation.

Other ways to ask

“Please create a Job from this client email: [paste email].”

“Turn this request into a Job for the client and project named below.”

Good to know

  • An email address alone does not establish a client or project. Include the relevant names or confirm the assistant’s suggested matches.
  • Pasting email text into chat does not attach an email file to the Job.