Templates

Business Reporting Agent

Helps manage and automate email tasks related to business reporting.

Business Intelligence

What This Agent Does

Helps manage and automate email tasks related to business reporting.

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: report request, data analysis, dashboard update, KPI review, quarterly results, compliance report OR from: reports@, analytics@, client@businessintelligence.com

THEN DOES

Search documents for recent data reports and compliance guidelines. If the email contains 'report request' or 'data analysis', forward to analytics-team@businessintelligence.com and attach latest data sets. If 'dashboard update', forward to IT-support@businessintelligence.com with 'dashboard update' label. For 'KPI review' or 'quarterly results', reply with a confirmation and forward to reporting@businessintelligence.com. Add 'business-reporting' label and star for any compliance-related emails.

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.