Templates

Cost Management Agent

Automates email tasks for procurement cost management professionals.

Procurement & Sourcing

What This Agent Does

Automates email tasks for procurement cost management professionals.

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: "invoice approval", "cost analysis", "quotation", "vendor negotiation", "budget report" OR from: @vendor.com, @supplier.com, finance@company.com

THEN DOES

1. For "invoice approval" emails, searchDocuments for recent purchase orders and match details. Forward to accounts-payable@company.com with attached documents for verification. 2. If "cost analysis" is mentioned, label as 'urgent-cost-analysis' and forward to finance@company.com with a CC to cost-controller@company.com. 3. For "quotation" and "vendor negotiation" requests, searchDocuments for current vendor agreements and terms. Send summary to procurement@company.com and star the email. 4. Route "budget report" emails directly to CFO@company.com with a high priority label and reply confirming receipt. 5. Mark all routed emails as read and archive.

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.