Automates email workflows for financial analysts to streamline report processing and data requests.
Finance & AccountingAutomates email workflows for financial analysts to streamline report processing and data requests.
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: 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.