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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.

Tax Management Email Agent

Finance & Accounting

Automates handling of critical tax management emails for finance professionals.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: tax return, IRS notice, compliance document, payment confirmation, audit request OR from: clients@, IRS@, @tax.gov

02

Then does

Search knowledge base for client tax profiles and recent filings. For tax return inquiries, forward to returns@taxfirm.com with client details and deadlines. For IRS notices, reply with acknowledgment and forward to compliance@taxfirm.com with high priority. For compliance documents, forward to documents@taxfirm.com and mark as 'compliance'. For payment confirmations, label with 'payment' and forward to accounts@taxfirm.com. Add 'urgent' label for audit requests and star them.

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