Automates email workflows related to board communications and executive engagements.
Executive & LeadershipAutomates email workflows related to board communications and executive engagements.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: board meeting, agenda, minutes, resolution, governance, executive committee, shareholder, proxy OR from: board@company.com, governance@company.com, shareholders@
1. If 'agenda' or 'minutes' are in the subject, searchDocuments for the latest versions. Forward the documents to relevant board members and markAsRead. 2. For 'resolution' or 'executive committee' in the subject, forward to executiveassistants@company.com with a 'high priority' and label as 'action-required'. 3. For emails from shareholders or regarding 'proxy', reply with an acknowledgement and forward to investorrelations@company.com with 'shareholder-relations' label. 4. For general 'board meeting' mentions, forward to boardrelations@company.com and label as 'board-communications'. 5. Apply 'confidential' label to all incoming emails and encrypt sensitive attachments according to governance protocols.