All Templates

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.

Accounts Receivable Agent

Finance & Accounting

Automates email processing for accounts receivable in finance & accounting.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: invoice, payment, overdue, credit term, accounts receivable OR from: invoices@client.com, payments@, @bank.com

02

Then does

Search knowledge base for client payment history and current invoice details. For new invoices, forward to accounts-payable@finance.com and apply 'pending' label. For overdue payments, reply with reminder template and forward to collections@finance.com marked as urgent. For credit term negotiations, forward to finance-manager@finance.com with attached payment history. Add 'accounts-receivable' label to all relevant communications. Ensure compliance with SOX regulations by storing emails in the audit folder.

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