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inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.

Invoice Processing Automation Agent

Document Processing

Automates the processing of invoices by streamlining email management and ensuring compliance.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: invoice, payment request, billing statement, accounts payable, PO number OR from: invoices@, billing@, payments@

02

Then does

1. If subject contains 'invoice' or 'payment request', searchDocuments for related purchase order (PO) or billing statement. Verify details against compliance checklist. 2. Forward emails with 'invoice' and verified documents to accounting@company.com with the 'accounts-payable' label. 3. If PO details are missing, reply requesting missing purchase order information. 4. Apply 'pending-verification' label for invoices awaiting clearance. 5. For emails from trusted vendors, markAsRead and label as 'trusted-vendor'. 6. Star emails marked as urgent or overdue.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

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

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card