inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.
Automates budget approval processes by sorting and routing emails for finance departments.
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"subject contains: budget proposal, budget request, expenditure approval, finance application OR from: @finance-dept.com, @company.com"
1. Search the knowledge base for current budget approval policies and past approvals. 2. If the email contains a budget proposal or request, forward it to approvals@finance-dept.com tagged with 'awaiting approval'. 3. If expenditure approval is mentioned, reply with the current status of the request and forward it to the respective manager using the manager's name extracted from the email. 4. Route finance applications to finance-applications@company.com and add a 'finance-review' label. 5. For all budget-related communications, add a 'budget-review' label and archive completed approvals for records.
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Works with Gmail · 7-day free trial · No credit card