A partner's inbox holds three kinds of mail. An AI email assistant should rank and draft two of them. The third, client document chasing, does not belong in the inbox at all, and that part is Alkmist's job.
An AI email assistant for audit partners should do two things well: rank the mail that only a partner can answer, and draft the routine replies in the partner's voice for a one-click send. Pidgy does both across Outlook and Gmail, hosted in the EU, without training on your mail. The PBC chasing, document requests and file transfer that fill the rest of a partner's inbox are better taken out of email altogether, which is what Alkmist, the request-list product Pidgy works alongside, is built for.
Sort a Monday morning inbox by who should be dealing with each item and the shape of the fix becomes obvious.
Of forty emails waiting for a partner on a Monday, perhaps five need her decision, ten are routine replies she could sign off in a sentence, and the rest are copies of document chasing between a senior and a client. The table shows which tool takes which pile.
| What lands in the inbox | Pidgy (inbox agent) | Alkmist (request list) |
|---|---|---|
| Manager asks for sign-off on the FY25 file | Ranked to the top as needing you | Not its job |
| Client CFO asks about next year's fee | Surfaced, a draft queued in your voice, you rewrite it | Not its job |
| Client sends the trial balance as an attachment | Filed under the engagement's project | Uploaded against the request, item closed, encrypted |
| Senior chases bank confirmations, partner on copy | Ranked low, out of the way | Smart follow-up nudges the client, no copy needed |
| Client asks where the audit stands | A reply drafted for you to check | Live status the client can already see |
| Regulator newsletter, software invoices | Ranked low, kept out of the way | Not its job |
Pidgy reads Outlook and Gmail as one inbox, ranks what needs a partner, drafts in the partner's voice and never sends on its own.
Pidgy sorts the inbox by what needs your reply rather than by arrival time, so the sign-off request from the manager sits above the twenty copies of a document chase.
Routine answers are drafted the way you write them. You pick one of four tones, read the draft and press send. Nothing goes to a client without that click.
Mail is grouped into projects, so everything on a client's FY25 audit sits together, and one Inbox Health score shows at a glance if you are on top of it.
When a client has not replied, Pidgy notices and queues the chase, drafted and waiting for your approval rather than relying on you to remember.
Document requests, follow-up and file transfer are coordination, and coordination in email only gets faster, never smaller.
Alkmist gives each client request an owner, a due date and a status, so the PBC list becomes a tracked workflow the engagement team and the client can both see. Its smart follow-up, built on behavioural science, nudges the client at the right moment in the right tone, and files arrive through encrypted, branded sharing rather than as attachments.
Alkmist is built in the EU, ISO 27001 certified and GDPR-aligned.
8,000+ professionals in 62 countries work in Alkmist, rated 4.97 out of 5 across 500+ reviews.
The client side is a guided, branded portal, which is why firms see higher completion and send fewer reminders.
Who asked for what, who uploaded it and when is recorded in one place instead of scattered across inboxes.
What changes is not the speed of replying but how much there is to reply to.
Just after half past seven the partner opens Outlook. Pidgy has three items marked as needing her, the FY25 sign-off, a fee question from a client CFO and an independence query from a prospective client. Drafts in her voice are waiting for the second and third. She rewrites the fee reply, sends the independence one as drafted, and opens the file for sign-off.
The eleven PBC status emails she would normally have been copied on are not there. They live in Alkmist, where the manager can see that 14 of 22 requests are closed and the client has been nudged twice on the bank statements. Late in the afternoon the client uploads the last two items through the portal. Nothing about it reaches the partner, which is the point.
Confidentiality is the whole game for partner correspondence, so ask these of any vendor, Pidgy included.
If the partner's complaint is forty PBC threads a day, a faster reply produces more replies, not fewer.
Ranking and drafting help with the mail that has to exist and do nothing for the mail that should not. A partner copied on every document chase has a coordination problem, so start with the request list and add the inbox agent for what remains. A partner whose inbox is mostly genuine correspondence gets most of the benefit from Pidgy alone.
Pidgy is the AI inbox agent for Outlook and Gmail, at pidgy-ai.com.
Alkmist takes document requests, follow-up and file transfer out of email, and Pidgy ranks and drafts what is left in the inbox. Request access to Alkmist to see the request list on one of your engagements.