Templates

BPO Email Workflow Agent

Automates email tasks for Business Process Outsourcing professionals

Professional Services

What This Agent Does

Automates email tasks for Business Process Outsourcing 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: onboarding, service request, SLA, compliance, process documentation OR from: @client-portal.com, @service-partner.com, @regulatory-body.gov

THEN DOES

1. Search the knowledge base for relevant onboarding guides and service update templates. 2. For onboarding emails, forward to onboarding@bpo-services.com with client information and timelines, and reply with a welcome template. 3. For service requests, forward to operations@bpo-services.com and add 'service-update' label. 4. For SLA or compliance queries, forward to compliance@bpo-services.com with high priority and reply with standard compliance documentation. 5. For process documentation requests, attach SOP templates and forward to quality@bpo-services.com. 6. Mark all processed emails as read and archive them automatically.

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.