Templates

Data Visualization BI Agent

Automates email workflows for data visualization tasks in Business Intelligence.

Business Intelligence

What This Agent Does

Automates email workflows for data visualization tasks in Business Intelligence.

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: dashboard, data update, visualization request, report, data sources, performance metrics OR from: analytics@, @bi-team.com, clients@

THEN DOES

1. For 'dashboard' and 'performance metrics' emails, searchDocuments for the latest dashboard update protocols and reply with recent changes. 2. For 'visualization request' emails, forward to design@bi-team.com with high priority, and add a 'visualization-request' label. 3. For 'data update' and 'data sources', forward to database-admin@bi-team.com for verification and mark as read. 4. For report requests, searchDocuments for relevant report templates and reply with the necessary files attached. Add a 'report' label. 5. Maintain data compliance by ensuring sensitive client data is not forwarded improperly. Use 'mark as secure' function for sensitive data. 6. Star urgent requests from '@bi-team.com' and '@priority-client.com' for immediate follow-up.

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.