Templates

Application Processing Agent

Automates email processing for application submissions and inquiries in data collection & forms.

Data Collection & Forms

What This Agent Does

Automates email processing for application submissions and inquiries in data collection & forms.

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: application submission, form inquiry, documentation required, status update, missing information OR from: noreply@onlineforms.com, applicant@, @docservices.com

THEN DOES

1. Search the database for applicant records and previous correspondence. 2. For new application submissions, verify document completeness: - If complete, forward to processing@apps-division.com with 'complete-application' label. - If incomplete, reply with missing document request, and forward to followup@apps-division.com with 'missing-info' label. 3. For form inquiries, reply with standard information and FAQ from the knowledge base. 4. For status updates, reply with application progress details, and star for tracking. 5. Archive emails after required actions are completed to maintain an organized inbox.

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.