Templates

Document Approval Agent

Automates the document approval process for businesses, streamlining high-volume email tasks.

Approval Workflows

What This Agent Does

Automates the document approval process for businesses, streamlining high-volume email tasks.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: document approval, approval needed, urgent approval, contract, proposal OR from: @vendor.com, @supplier.com, approvals@company.com

THEN DOES

1. Search documents for approval workflows and relevant policies. 2. If the email contains a document requiring signature or detailed review, forward to legal@company.com with a label 'urgent approval'. 3. For financial documents, route to finance@company.com with subject attention: finance. 4. For proposals or contracts, forward to contracts@company.com and add 'awaiting approval' label. 5. Send notification to the initiator confirming receipt and status. 6. Mark original email as read, label as 'approval pending', and place in 'Approvals' folder.

What This Agent Can Do
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
This template will be installed to your Gmail account.