Templates

Document Approval Workflow Assistant

Automates document approval workflows by routing and processing emails efficiently.

Document Processing

What This Agent Does

Automates document approval workflows by routing and processing emails efficiently.

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.

z

How It Works

WATCHES FOR

subject contains: document approval, review request, urgent approval, compliance check OR from: approvals@company.com, documents@, @compliance.org, @reviewboard.com

THEN DOES

1. Search knowledge base for corporate approval policies and compliance guidelines. 2. If the email contains 'document approval' or 'review request', forward to approvals@department.com with the original document attached and add 'pending-approval' label. 3. If marked as 'urgent approval', forward with high priority and notify approver immediately. 4. For 'compliance check' requests, consult compliance guidelines and forward to compliance@department.com with necessary documents attached. 5. Mark email as read and add 'document-processing' 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.