Templates

R&D Operations Email Agent

Automates email workflows for R&D Operations teams, focusing on project management, compliance, and collaboration.

Research & Development

What This Agent Does

Automates email workflows for R&D Operations teams, focusing on project management, compliance, and collaboration.

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, collaboration request, data submission, compliance report, approval needed, regulatory, review documents OR from: team@rndcompany.com, collaborator@, @project.org, compliance@rndcompany.com"

THEN DOES

1. Search knowledge base for project details and regulatory compliance guidelines. 2. If related to 'project update' or 'collaboration request', forward to relevant project manager with details. 3. For 'data submission' or 'compliance report', verify document presence, label as 'Pending Review', and forward to compliance@rndcompany.com. 4. For 'approval needed', mark as high priority, forward to director@rndcompany.com with required documents, and label 'Urgent Approval'. 5. If 'regulatory' or 'review documents', label as 'Compliance' and archive after acknowledgment. 6. Use the 'star' action for urgent matters and 'markAsRead' once complete.

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.