Streamlines email processing for automated reporting tasks in reporting and analytics firms.
Reporting & AnalyticsStreamlines email processing for automated reporting tasks in reporting and analytics firms.
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: report delivery, data request, dashboard update, metrics, KPIs OR from: clients@analyticsfirm.com, data@, @dashboard.com
1. Search knowledge base for recent reports and dashboards. 2. If email requests a specific report delivery, forward to reports@analyticsfirm.com and attach the latest version. 3. For data requests, forward to data@analyticsfirm.com with specific client details and mark as 'urgent'. 4. If email concerns dashboard updates or metrics, reply with a summary of the latest updates and mark the email as 'Dashboard'. 5. Add 'automated-reporting' label. 6. Archive the email once actions are completed, ensuring all relevant tasks are documented in the compliance log to adhere to data governance regulations.