Help & Documentation

Everything you need to automate your email workflow

Quick Start

1. Create an agent and describe what emails it should handle
2. Tell it what action to take (reply, forward, webhook, etc.)
3. Activate your agent and watch it work!

Webhooks (Zapier Integration)

What are webhooks?

Webhooks let your agent send email data to other apps like Zapier, Make, or your own systems. When your agent processes an email, it can automatically trigger actions in other tools.

Using webhooks in your agent

Your agent can trigger webhooks by name. Just mention it in the action:

Example action:

"Reply to the customer and send their info to the CRM
                  Integration webhook"

How to set up a webhook

1. Copy your webhook URL from Zapier (or other service)
2. In your agent settings, click "Add" in the Webhooks section
3. Give it a name like "Send to CRM" and paste the URL
4. Specify what data to extract: "Extract { name, email, subject } from the email"
5. In your agent's action, tell it to use the webhook: "reply to the email and send to CRM webhook"

What data does your webhook receive?

Your webhook receives exactly the data you specify in the "Data to Extract" field. If left empty, it sends the complete email information as JSON:

Field	Type	Description
id	string	Unique Gmail message ID
threadId	string	Gmail thread ID (groups related emails together)
timestamp	number	When the email was sent (Unix timestamp in milliseconds)
from	string	Email address and name of the sender
to	string	Email address and name of the recipient (usually you)
subject	string	Email subject line
body	string	Full text content of the email
snippet	string	Short preview of the email content (first ~150 characters)
labels	string[]	Gmail labels applied to this email (e.g., ["INBOX", "UNREAD", "IMPORTANT"])

Example: Custom extracted data

With "Data to Extract": Extract {(name, email, company)} from the email

{
  "name": "John Doe",
  "email": "john.doe@acmecorp.com",
  "company": "Acme Corp"
}

Example: Full email data (default)

When "Data to Extract" is empty, you get the complete email:

{
  "id": "18c8f9a1b2c3d4e5",
  "threadId": "18c8f9a1b2c3d4e5",
  "timestamp": 1704067200000,
  "from": "customer@example.com",
  "to": "support@yourcompany.com",
  "subject": "Need help with my order",
  "body": "Hi there, I placed an order last week but haven't received any updates. My order number is #12345. Could you please check the status?",
  "snippet": "Hi there, I placed an order last week but haven't received...",
  "labels": [
    "INBOX",
    "UNREAD"
  ]
}

Zapier Setup

1. Create a new Zap in Zapier
2. Choose "Webhooks by Zapier" as your trigger
3. Select "Catch Hook" and copy the webhook URL
4. Add the webhook to your Inbox.dog agent (steps above)
5. Send a test email to trigger the webhook and set up your Zap data mapping

Email Agents

Creating effective agents

Trigger: Be specific about which emails to handle. "Emails from customers asking about orders" works better than just "customer emails"

Action: Be clear about what to do. "Reply politely and ask for their order number" is better than "help them"

Testing: Start with draft mode, send test emails, then activate when ready

Available tools

Reply

Send a reply email to the sender (optionally schedule for later)

Forward

Forward the email to another address

Send Email

Send a new email to a recipient (not a reply or forward)

Label

Add labels/tags to the email

Search Documents

Search through the agent's uploaded reference documents using AutoRAG to find relevant information

Analyze

Analyze the email without taking action (for preliminary analysis)

Mark As Read

Mark the email as read

Snooze

Snooze the email for later (removes from inbox)

Star

Add star to important email

Move To Folder

Move email to a specific folder/label for organization

Mark As Spam

Mark email as spam (moves to spam folder)

Delete

Permanently delete the email (moves to trash)

Create Draft

Create a draft reply without sending it (useful for "let me think about this" scenarios)

Mcp

Execute actions using MCP (Model Context Protocol) servers - your escape hatch for custom integrations

Webhook

Send email data to configured webhook URLs (e.g., Zapier, custom integrations)

Create File

Create a file with specified content (LLM-generated CSV, PDF, text, etc.)

Add Attachment

Add a created file as attachment to email reply

Read Attachment

Read and extract text content from email attachments

Fetch Emails Since

Fetch emails received since a specific timestamp (useful for getting recent emails or emails from today)

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