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 treasury management tasks in finance and accounting.
7-day free trial · No credit card
subject contains: cash flow, liquidity management, bank reconciliation, investment update, debt issuance, interest rate swap OR from: treasury@financecorp.com, banks@, @investment.com, @creditrating.com
1. Search knowledge base for policies on cash flow and liquidity management. 2. For cash flow and liquidity inquiries, label them as 'urgent-treasury' and forward to cash-management@financecorp.com. 3. For bank reconciliation emails, label as 'reconciliation' and forward to reconciliations@financecorp.com. 4. For investment updates, label as 'investment-report', reply with acknowledgment and forward to investment@financecorp.com. 5. For debt issuance and interest rate swap inquiries, label as 'debt-management', forward to debt@financecorp.com with a priority flag. 6. Mark non-essential updates as read and archive.
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