Automates email management for Investor Relations executives, ensuring timely and compliant communication with investors and stakeholders.
Investor RelationsAutomates email management for Investor Relations executives, ensuring timely and compliant communication with investors and stakeholders.
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: quarterly report, investor query, earnings call, financial disclosure, market update, compliance issue OR from: investors@company.com, @sec.gov, investors@newswire.com
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.