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.
Automates email management for executives focusing on strategic planning tasks.
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subject contains: strategic plan, quarterly review, annual report, board meeting, investor update, market research OR from: board@, investors@, strategy@corporate.com
1. Search knowledge base for relevant strategic documents such as past reports and market analysis. 2. For strategic plan submissions, forward to strategy@corporate.com with a request for feedback before the deadline. 3. For quarterly reviews and annual reports, label as 'Financial-Review' and forward to finance@corporate.com for initial analysis. 4. Route board meeting schedules to calendar system and notify executive assistants with 'Meeting' label. 5. For investor updates, reply with acknowledgment and forward to communications@corporate.com for a press release draft. 6. Add 'Strategic-Planning' label and mark as read for low-priority information-only emails.
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Works with Gmail · 7-day free trial · No credit card