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.
Automates email tasks for financial risk management professionals
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subject contains: risk assessment, compliance update, credit analysis, audit report, regulatory change, risk model, OR from: compliance@, regulatory@, auditor@, client@financialrisk.com
1. Search the knowledge base for the latest compliance regulations and risk assessment guidelines. 2. If the email relates to 'risk assessment' or 'credit analysis', forward to the risk@financialrisk.com team with priority and label 'analysis-needed'. 3. For 'compliance update' or 'regulatory change', forward to compliance@financialrisk.com and reply with a summary of changes and impact analysis. 4. If the email is from 'auditor@', forward to audit@financialrisk.com with attachments marked for review. 5. Apply the 'urgent-review' label for emails mentioning 'audit report'. 6. For client-specific inquiries, add 'client-response' label and forward to account manager, ensuring prompt follow-up.
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Works with Gmail · 7-day free trial · No credit card