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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.

Portfolio Management Email Agent

Project Management

Automates email workflows for portfolio managers in project management.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: project update, timeline revision, budget approval, risk assessment OR from: @client.com, @project-management.com

02

Then does

1. SearchDocuments for current project timelines and budget plans. 2. For project update requests, forward to project-lead@management.com and reply with summary of updates. 3. For budget approvals, forward to finance@management.com with budget details and label as 'urgent'. 4. For timeline revisions, add 'review-needed' label and forward to scheduling@management.com. 5. For risk assessments, forward to risk-team@management.com with priority flag and add 'risk-review' label.

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