Templates

Engineering Consulting Automation

Automates email tasks for engineering consulting firms, focusing on project proposals and compliance.

Construction & Engineering

What This Agent Does

Automates email tasks for engineering consulting firms, focusing on project proposals and compliance.

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: RFP, request for proposal, project proposal, compliance document, regulatory update, client inquiry OR from: @client.com, @contractor.com, @gov

THEN DOES

1. Search knowledge base for relevant project and compliance documents. 2. For RFP or project proposal requests, forward to proposals@engineeringfirm.com with client details, deadline, and mark as 'High Priority'. 3. For compliance document requests or regulatory updates, forward to compliance@engineeringfirm.com and add 'Compliance Review' label. 4. For client inquiries, reply with project status and forward to the project manager's email. 5. Apply a 'Consulting' label to all processed emails and mark them as read.

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.