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 handling of financial reporting emails to streamline processing and compliance.
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subject contains: financial report, quarterly earnings, audit request, compliance documentation, tax filing OR from: @clientfinance.com, auditor@, @regulator.gov
Search knowledge base for relevant financial reporting protocols and past reports. For financial report requests, forward to finance-team@company.com with report type and deadline indicated. For audit requests, reply with acknowledgment, forward to auditor@company.com with 'audit' label, and mark as urgent. For compliance documentation inquiries, search for relevant documents, reply with compliance checklist, and forward to compliance@company.com. Add 'financial-reporting' label for all processed emails and mark them as read.
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