inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.
Automates email workflows for data visualization tasks in Business Intelligence.
7-day free trial · No credit card
subject contains: dashboard, data update, visualization request, report, data sources, performance metrics OR from: analytics@, @bi-team.com, clients@
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.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.
Every agent can read, search, and act on your Gmail. Here's what's possible:
Connect your Gmail, review a sample, then flip on autopilot.
Works with Gmail · 7-day free trial · No credit card