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 workflows for financial analysts to streamline report processing and data requests.
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subject contains: financial report, data request, quarterly earnings, investment analysis, KPI dashboard OR from: clients@finance.com, @auditor.com, @regulator.gov
Search knowledge base for recent financial reports and data trends. For financial report requests, forward the latest report to data@finance.com for validation, then reply with report confirmation. For data requests, forward to data-analysis@finance.com and mark as urgent if the request is from an auditor or regulator. For quarterly earnings, forward to execs@finance.com and label 'high-priority'. Add 'financial-analysis' label for all processed emails and archive irrelevant requests.
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