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 fintech operations and compliance.
7-day free trial · No credit card
subject contains: transaction, regulatory, customer inquiry, fraud alert, onboarding, compliance OR from: @fintechcorp.com, @bank.net, @regulators.gov
1. For transaction emails, searchDocuments for transaction ID and details, forward to transactions@fintechcorp.com with 'urgent' label. 2. For regulatory inquiries, forward to compliance@fintechcorp.com with 'compliance' label and mark as read. 3. For customer inquiries, search knowledge base for common FAQs, reply with information, and label as 'customer-support'. 4. For fraud alerts, forward to fraud-detection@fintechcorp.com with 'high priority' label, star for importance, and notify security team. 5. For onboarding requests, forward to client-onboarding@fintechcorp.com with customer details and label as 'onboarding'.
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