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 management for financial planners to streamline workflows and ensure compliance.
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subject contains: retirement, investment, portfolio, mortgage, tax planning OR from: clients@financialplanner.com, @bank.com, @investmentfirm.com, @taxadvice.com
Search knowledge base for portfolio management documents and recent regulatory updates. For retirement and investment inquiries, forward to investments@planner.com with client financial details. For tax planning emails, reply with compliance checklists and forward to tax@planner.com. Add 'urgent' label to mortgage-related queries and forward to loans@planner.com. Use 'financial-compliance' label for all applicable emails. Mark investment-specific emails as read, and star for high-priority accounts with net worth exceeding $1M.
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