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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.

Sales Account Management Agent

Sales & Business Development

Automates email handling for account managers in sales.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: proposal, RFP, quotation, contract renewal, urgent support, pricing OR from: clients@company.com, sales@, @business.com

02

Then does

1. If 'proposal' or 'RFP' is mentioned, search documents for relevant templates. Forward email with completed proposal to proposals@salescompany.com and cc the requester. 2. If 'contract renewal' is in the subject, search documents for renewal terms and client history. Reply with renewal options and deadlines, then forward to contracts@salescompany.com. 3. For 'urgent support' requests, forward to support@salescompany.com with high priority. Track response time in CRM. 4. If 'pricing' is in the subject, search for approved price lists and reply with the appropriate pricing details. Label email as 'pricing' for tracking. 5. Always mark as read and star emails from VIP clients.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

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

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card