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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.

Budget Approval Workflow Agent

Finance Workflow Automation

Automates budget approval processes by sorting and routing emails for finance departments.

7-day free trial · No credit card

How This Works

01

Watches for

"subject contains: budget proposal, budget request, expenditure approval, finance application OR from: @finance-dept.com, @company.com"

02

Then does

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.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card