Streamlines email workflows for design agencies to manage client projects and approvals efficiently.
Professional ServicesStreamlines email workflows for design agencies to manage client projects and approvals efficiently.
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: design brief, project update, client feedback, revision request, invoice, contract OR from: clients@agency.com, suppliers@, @designplatform.com
1. Search knowledge base for project status and client history. 2. For design briefs, forward to creative@agency.com and label as 'new-project'. 3. For client feedback, reply with acknowledgment and forward to project lead, adding 'client-feedback' label. 4. For revision requests, reply with estimated timeline and forward to creative@agency.com marked as 'revision'. 5. For invoices, forward to accounts@agency.com, and label as 'finance'. 6. For contracts, forward to legal@agency.com with 'contract' label. 7. Mark emails from @designplatform.com as read and archive if not project-specific.