Automates project approval workflows by managing email processes efficiently.
Approval WorkflowsAutomates project approval workflows by managing email processes efficiently.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: project approval, budget increase, milestone approval, project amendment OR from: approvals@company.com, pm@, @management.com
1. Search knowledge base for current project guidelines, budget allocations, and approval hierarchies. 2. If subject contains 'project approval' or 'milestone approval': a. Forward email to project-lead@company.com with project details and deadline for feedback. b. Label email as 'pending-approval'. 3. If subject contains 'budget increase': a. Forward to finance@company.com for budget review. b. Add 'finance-review' label. c. Reply to sender confirming receipt and estimated decision time. 4. For 'project amendment' requests: a. Forward to engineering@company.com or relevant department. b. Add 'amendment-review' label. c. Mark email as starred for urgency. 5. Archive emails after completion of approval process with 'approved' or 'denied' status updates added to the email thread.