Templates

Portfolio Management Email Agent

Automates email workflows for portfolio managers in project management.

Project Management

What This Agent Does

Automates email workflows for portfolio managers in project management.

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

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.

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.