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 and streamlines email processing for accounting firms to enhance efficiency and compliance.
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subject contains: invoicing, account reconciliation, tax filing, audit, expense report OR from: clients@accountingfirm.com, @tax.gov, finance@, billing@
1. If subject contains 'invoicing' or 'account reconciliation', searchDocuments for related client files and past communication. Forward to invoicing@accountingfirm.com with client and invoice details. Add 'invoice-processing' label. 2. If subject contains 'tax filing' or comes from @tax.gov, forward to taxdepartment@accountingfirm.com with high priority. Mark as urgent if deadlines are within a week. Add 'tax' label. 3. For 'audit' requests, searchDocuments for audit logs and compliance documentation. Forward to audit@accountingfirm.com with necessary attachments. Add 'audit-compliance' label. 4. For 'expense report' submissions, forward to finance@accountingfirm.com and reply to sender with confirmation of receipt. Add 'expense-approval' label and mark 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