GuidesCorrespondence

Personal admin assistant

Build a correspondence log

Save every email as a document, keep it beside its attachments, then ask AI to report only the correspondence trail.

Every email becomes part of the file

An email is not merely the envelope around an attachment. It records the sender, recipients, subject, date, time, wording and the way the attachment was delivered. Preserve it with the documents it carried.

  1. Keep the original email in the mailbox.
  2. Save every attachment into the correct matter and issue folder without changing its received filename.
  3. Use the email program’s Print function and choose Save as PDF or Microsoft Print to PDF.
  4. Save the email PDF into the same folder as its attachments.
  5. Open the PDF and confirm the sender, recipients, date, time, subject and full message are visible.
The PDF is a working record

It makes the email easy to file, search and upload with the attachments. It does not replace the original message, its technical headers or the copy retained by the email service.

Use the subject as the filename

Put [EMAIL] at the beginning, followed by a space and the email subject exactly as it appears.

[EMAIL] Re: this is the subject of the email.pdf

The prefix makes correspondence visible when the folder is sorted by name. Keeping the subject preserves the thread language used by the people who sent and received it.

  • Keep Re: and Fwd: when they appear in the subject.
  • If Windows rejects a character such as :, /, ? or *, replace only that character with a hyphen.
  • If the same subject would create a duplicate filename, never overwrite the earlier email. Add the email’s date and time at the end.
[EMAIL] Re- Device inspection arrangements 261225 1547.pdf

Your correspondence-only admin prompt

Paste this into a dedicated matter chat. Upload the email PDFs and related documents in manageable batches. The assistant acknowledges files without feedback, then creates a log only when commanded.

Correspondence log prompt

What the correspondence log should tell you

01

Who wrote to whom?

Sender, direct recipients, copied recipients and whether the communication was incoming, outgoing or internal.

02

What travelled with it?

The exact names of attachments sent with the email or letter—not a new analysis of the attachment’s contents.

03

What remains open?

Requests, stated deadlines and whether a response can actually be identified in the supplied correspondence set.

A light case-file example
17 October, 12:14 pm — Outgoing email from People Team to Ash Callaghan. Subject: Termination of employment. Attachment: Termination letter.pdf. Request: read receipt requested. Source: [EMAIL] Termination of employment.pdf. The log records the communication. It does not convert the statements inside the termination letter into facts.

Verify the log against the correspondence

  • Every row links to an exact email or letter filename.
  • Sent and received times have not been confused.
  • To and Cc recipients are recorded separately.
  • Thread messages have not been collapsed into one event.
  • Attachment names match what the email actually shows.
  • Requests and deadlines use the sender’s actual wording.
  • “No response identified” is not presented as proof that no response exists.
  • Duplicate PDFs and missing thread messages are listed for checking.
Keep the scope narrow

The correspondence log answers: who communicated what, when, to whom, with which attachments and with what stated action. Use a chronology or evidence register for the wider facts of the matter.