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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.

Investor Relations Agent

Investor Relations

Automates email management for Investor Relations executives, ensuring timely and compliant communication with investors and stakeholders.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: quarterly report, investor query, earnings call, financial disclosure, market update, compliance issue OR from: investors@company.com, @sec.gov, investors@newswire.com

02

Then does

1. Search knowledge base for the latest financial reports and disclosure documents. 2. For quarterly report requests, forward to reporting@company.com and reply to sender with report link and executive summary. 3. For investor queries, reply with a personalized message and forward to investor-relations@company.com for detailed follow-up. 4. For earnings call inquiries, reply with schedule and access information, mark conversation with 'urgent' label for tracking. 5. For compliance issues, forward to compliance@company.com with high priority and notify legal directly. 6. Add 'investor-relations' label and star for follow-up.

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