Templates

BI Performance Metrics Agent

Automates handling of performance metrics-related emails in Business Intelligence.

Business Intelligence

What This Agent Does

Automates handling of performance metrics-related emails 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 update, KPI report, performance metrics, analytics insights, data error, monthly review OR from: reports@bi-analytics.com, alerts@metricsdashboard.com

THEN DOES

1. If the email subject contains 'dashboard update' or 'KPI report', search the knowledge base for recent dashboard releases and KPI guidelines. Forward relevant documents to data-team@organization.com. Mark the email as read. 2. For 'performance metrics' or 'analytics insights', star the email and forward to insights@bi-team.org with a request for further analysis. Reply to the sender with an acknowledgment of receipt. 3. If the subject includes 'data error', search knowledge base for troubleshooting steps, forward to tech-support@bi-analytics.com with high priority, and label the email 'urgent'. 4. For 'monthly review', archive the email after forwarding it to management@organization.com with an end-of-month compilation label attached. Ensure any compliance-related reports are flagged for review according to industry standards.

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.