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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.

Consulting Firm Efficiency Agent

Professional Services

Automates email management for consulting firms, focusing on project updates and client communications.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: project update, deliverable, client feedback, proposal request, RFP, SOW OR from: clients@consultingfirm.com, @project.com

02

Then does

Search documents for active project files and client history. For project update requests, forward to project_manager@consultingfirm.com with client details and deadline, and mark as urgent if due within 48 hours. For proposal requests and RFPs, draft a standard reply with proposal template attached, forward to proposals@consultingfirm.com, and add 'proposal' label. For client feedback, forward to client_lead@consultingfirm.com and star. For any emails containing confidential information, add 'confidential' label for compliance.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

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

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card