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 manages email workflows for investment management professionals.
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subject contains: portfolio review, market analysis, client inquiry, investment strategy, compliance report OR from: clients@investment.com, analysts@, @sec.gov
Search knowledge base for client portfolios and recent market reports. For portfolio review requests, forward to advisor@investment.com with client details and requested review timeframe. For compliance reports, forward to compliance@investment.com and mark as high priority. For market analysis inquiries, reply with the latest analysis summary and forward to research@investment.com. Add 'investment-management' label and star urgent communications.
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Every agent can read, search, and act on your Gmail. Here's what's possible:
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Works with Gmail · 7-day free trial · No credit card