Templates

Project Analytics Email Agent

Automates email management for project analytics teams, focusing on data reports, compliance, and stakeholder communications.

Project Management

What This Agent Does

Automates email management for project analytics teams, focusing on data reports, compliance, and stakeholder communications.

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: data report, project update, timeline, KPI, compliance, audit OR from: stakeholders@project.com, management@, @auditfirm.com

THEN DOES

1. For data report requests: Search knowledge base for existing reports. If found, reply with the attachment and mark as read. If not found, forward to analytics@project.com with a request for preparation and add the 'data-report' label. 2. For project updates and timeline inquiries: Forward to project-manager@project.com and reply with a summary from the project dashboard. Add 'update' label. 3. For KPI and audit inquiries: Forward to compliance@project.com and CC relevant team leads. Include a compliance checklist from the knowledge base in the forwarding email. Add 'compliance' label and star for urgency.

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.