Templates

Multi-Stage Approval Agent

Automates multi-stage approval workflows by sorting, labeling, and routing emails efficiently.

Approval Workflows

What This Agent Does

Automates multi-stage approval workflows by sorting, labeling, and routing emails efficiently.

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.

z

How It Works

WATCHES FOR

subject contains: approval request, pending approval, review documents, stage one complete, final approval needed OR from: approvals@company.com, approvals@domain.com

THEN DOES

1. Search knowledge base for approval process guidelines. 2. If 'stage one complete', forward to next-approval-stage@company.com with comments from previous stage attached. 3. If 'final approval needed', forward to executive-approvals@company.com with high priority and label 'urgent-approval'. 4. For 'review documents', check for missing attachments then forward to document-review@company.com. 5. Mark emails as read and label 'in-progress'.

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.