Templates

Form Processing Automation Agent

Automates form processing workflows to reduce email overload in document processing.

Document Processing

What This Agent Does

Automates form processing workflows to reduce email overload in document processing.

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: form submission, application, approval, request for information, document required OR from: @applications.com, forms@, compliance@

THEN DOES

Search knowledge base for existing form templates and past correspondence. If it's a new form submission, verify all fields and completeness. Forward complete forms to processing@company.com with relevant department CC'd. For incomplete forms, reply to sender with highlighted missing fields and request completion. For approval requests, forward to approval@company.com with high priority and add 'awaiting-approval' label. For compliance-related forms, forward to compliance@company.com and add 'compliance-review' label. Mark informational requests as read, label them as 'info-request', and prioritize them for response.

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.