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 processing for budgeting and planning in finance.
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subject contains: budget report, financial forecast, variance analysis, cost allocation, quarterly review OR from: finance@company.com, cfo@company.com, planning@company.com
SearchDocuments for relevant financial data and past analysis. For budget reports, mark as read and forward to budgeting@finance.com with 'Budget Review' label. For financial forecasts, forward to cfo@company.com with 'Financial Forecasts' label. Star emails containing variance analysis and forward to risk@finance.com for immediate review. For quarterly reviews, reply with acknowledgment of receipt and summary of next steps, then archive. Ensure all actions comply with SOX requirements.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.
Every agent can read, search, and act on your Gmail. Here's what's possible:
Connect your Gmail, review a sample, then flip on autopilot.
Works with Gmail · 7-day free trial · No credit card