Templates

Assessment Forms Automation Agent

Automates workflows for assessment form management in data collection.

Data Collection & Forms

What This Agent Does

Automates workflows for assessment form management in data collection.

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: assessment form, survey submission, evaluation, questionnaire, response required OR from: forms@datacollection.com, survey@, noreply@forms.biz

THEN DOES

1. SearchDocuments for guidelines on form assessments and evaluation protocols. 2. If 'response required', forward to review-team@datacollection.com with 'urgent' priority and attach relevant guidelines. 3. If 'survey submission', mark as read and label as 'Form Submissions'. 4. For evaluation requests, reply with acknowledgment of receipt, and forward to analysis@datacollection.com for processing. 5. For any compliance-related keywords, forward to compliance@datacollection.com with priority and add 'compliance' label.

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.