Templates

Data Insights Agent

Automates and routes data analytics-related emails for business intelligence teams.

Business Intelligence

What This Agent Does

Automates and routes data analytics-related emails for business intelligence teams.

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: data report, analytics request, dashboard update, data source, KPI OR from: client@, @analytics.com, team@businessintelligence.com

THEN DOES

Search knowledge base for recent reports or dashboard updates. For data report requests, forward to reports@team.com with details and timelines. For analytics queries, reply with an estimated delivery time and forward to analysts@team.com. Archive completed updates and label as 'processed-data'. For data source issues, forward to IT@support.com with priority.

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.