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 payment processing in the financial services sector.
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subject contains: transaction, payment failure, chargeback, refund request, compliance review, fraud alert OR from: clients@payments.io, fraud@, @bank.com, @merchant.com
1. For transaction approval requests, searchDocuments for verification protocols and check against compliance directories. Forward verified requests to approvals@payments.io with priority label 'urgent.' 2. For payment failure notifications, reply with troubleshooting steps and forward details to support@payments.io. 3. For chargeback and refund requests, forward to resolutions@payments.io with client account information. Reply to client with acknowledgment and expected resolution timeline. 4. For compliance review notifications, forward to compliance@payments.io with 'compliance-check' label. Mark as read after processing. 5. For fraud alerts, forward immediately to risk@payments.io, star email, and set priority to high.
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