Templates

Crypto Financial Automation Agent

Automates email workflows for cryptocurrency and blockchain firms, ensuring compliance and efficient operations.

Financial Services

What This Agent Does

Automates email workflows for cryptocurrency and blockchain firms, ensuring compliance and efficient operations.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: token listing request, compliance report, transaction alert, client inquiry OR from: exchanges@, regulators@, clients@crypto.com

THEN DOES

1. If subject contains 'token listing request', forward to listings@crypto.com with high priority and client details. 2. If subject contains 'compliance report' or email is from 'regulators@', forward to compliance@crypto.com and add 'urgent' label. 3. If subject contains 'transaction alert', archive after forwarding to transactions@crypto.com. 4. If from 'clients@crypto.com', searchDocuments for client history, reply with personalized update, and forward to account manager. Add 'client-communication' label.

What This Agent Can Do
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
This template will be installed to your Gmail account.