Templates

Document Review Automation Agent

Automates handling of document review requests and processes in high-volume email environments.

Document Processing

What This Agent Does

Automates handling of document review requests and processes in high-volume email environments.

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: review request, document approval, compliance check, draft evaluation, regulatory audit OR from: reviewer@company.com, compliance@, @audit.gov

THEN DOES

SearchDocument for relevant document review templates and compliance guidelines. If document approval is requested, forward to approval@company.com and set standard priority. For compliance checks, forward to compliance@company.com and add 'regulatory' label. For draft evaluations, forward to drafts@company.com with attached feedback guide. Mark original emails as read and archive. Add 'review' label for tracking.

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.