?? Slaying the Email Dragon: How I Finally Mastered My Inbox After 30+ Years ??
Donald Morgan, AIF?, CPFA?
Empower Your Financial Future Today! Ready to take control of your financial legacy? Connect with Donald Morgan at Independent Wealth Connections for guidance and personalized wealth management solutions.
I’ve been an email user since the early '90s—back when email sounded like screeching modems and AOL’s “You’ve got mail!” was cutting-edge. Fast-forward 30+ years, and I’ve finally conquered my inbox. Thanks to Office 365 upgrades, AI tools, and a few game-changing tricks, my inbox is empty at the end of every day. ??
Here’s how I tamed the email beast and created a system that actually works.
? The Inbox Zero Blueprint
I’ve streamlined my email into a handful of smart folders:
Everything else gets archived, deleted, or sorted automatically by Office 365’s AI.
How Office 365 Makes It All Possible
1?? AI Tools to Keep It Simple
2?? Custom Ribbon Actions
I updated the Ribbon at the top of my inbox with these essentials:
Now, I can archive, delete, or move emails in a single click, keeping my workflow streamlined and distraction-free.
3?? Integration Magic
Office 365 connects seamlessly with OneDrive, Teams, and Calendar, letting me act on emails without switching apps.
My Daily & Weekly Workflow
Daily Review
At the end of each day, I review everything in my Urgent folder. Nothing gets left for tomorrow.
Weekly Review
Every Friday, I dive into my Important but Not Urgent folder, as well as my specialty folders:
Real-Time Sorting
Throughout the day, I:
Why This Works (After 30+ Years)
This system isn’t just about clearing emails—it’s about unlocking clarity and creativity. My inbox has transformed from a productivity drain into an organized, idea-generating tool.
FAQs
?? What happens to newsletters and inspirational content? I’ve created folders like Newsletter Ideas and Best Ideas to capture these gems. Rules and filters automatically file them, so they’re ready when I need them.
?? How does AI prioritize emails? Office 365’s Copilot uses sender importance, deadlines, and content relevance to flag what matters most. No more guessing what deserves attention.
?? How do I avoid overload in “Urgent”? Set strict rules—only truly time-sensitive emails belong here. Everything else goes into Important or gets archived.
Pro Tips to Slay Your Email Dragon
?? The Results
Thanks to Office 365’s upgrades and AI tools, my inbox is no longer a source of stress. Every email has a home, every task has a time, and for the first time in 30+ years, I’m ending my day with a clear inbox and a clear mind.
What’s your biggest email struggle? Share your challenges and hacks in the comments!
#InboxZero #EmailMastery #Office365Tips #AIForProductivity #NewsletterIdeas
Donald F. Morgan is a full-time financial advisor, serial entrepreneur, lifelong amateur economist, and political scientist. He is often seen on television news and quoted in publications as diverse as The Financial Times, US News and World Report, and Spokane Journal of Business. He and his wife Violet produced and directed a local television talk show, and he has had a column in the Coeur d’Alene Press. His views are his own.