Templates

Survey Management Agent

Automates email management for survey invitations and responses.

Data Collection & Forms

What This Agent Does

Automates email management for survey invitations and responses.

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: survey invitation, survey response, survey data, participant feedback, questionnaire, response rate OR from: noreply@surveytool.com, feedback@, @surveyprovider.com

THEN DOES

1. If 'survey invitation' or 'questionnaire' in subject, forward to research@surveycompany.com with participant list for scheduling. 2. If 'survey response' or 'participant feedback' in subject, organize email content into a shared drive and notify data@surveycompany.com. 3. For 'survey data' requests, check knowledge base for data sharing policies, then forward email to compliance@sureveycompany.com. 4. Label all emails with 'survey-management' and mark 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.