Templates

Non-Profit Social Services Agent

Automates email management for social service non-profits, prioritizing client and regulatory communications.

Social Services

What This Agent Does

Automates email management for social service non-profits, prioritizing client and regulatory communications.

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: intake, client referral, grant application, volunteer signup, report due OR from: donors@, volunteers@, clients@, @foundation.org

THEN DOES

If 'intake' or 'client referral', forward to services@nonprofit.org, reply with intake form link, and add 'client-services' label. If 'grant application', forward to grants@nonprofit.org, searchDocuments for application guidelines, and reply with template link. If 'volunteer signup', forward to volunteer@nonprofit.org, add 'volunteer-coordination' label, and mark important. If 'report due', forward to compliance@nonprofit.org, searchDocuments for previous reports, and add 'compliance' label. Archive after processing.

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.