Automates email management for consulting firms, focusing on project updates and client communications.
Professional ServicesAutomates email management for consulting firms, focusing on project updates and client communications.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: project update, deliverable, client feedback, proposal request, RFP, SOW OR from: clients@consultingfirm.com, @project.com
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.