Templates

Template Management Handler

Automates email workflows for template management in document processing.

Document Processing

What This Agent Does

Automates email workflows for template management 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: template approval, template update, document template, format issue, compliance OR from: templates@company.com, admin@documentservice.com

THEN DOES

1. Search knowledge base for existing template guidelines and compliance checklists. 2. If the email is a request for template approval, forward to templates-approval@documentservice.com with document link and compliance checklists attached. 3. For template update requests, forward to templates-update@documentservice.com including original template version and change rationale. 4. For format issues, searchDocuments for troubleshooting guides and reply to the sender with solutions. 5. Add 'template-management' label 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.