All Templates

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.

Revenue Operations Email Agent

Sales & Business Development

Automates email workflow for revenue operations teams in sales and business development.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: lead report, sales forecast, KPI update, revenue data, market analysis OR from: leads@company.com, salesdata@analytics.com, analytics@marketinsights.com

02

Then does

1. If email contains 'lead report', forward to lead-manager@company.com and mark as important. 2. If email contains 'sales forecast', searchDocuments for recent sales trends and append summary to the email before forwarding to director@company.com. Add 'sales-forecast' label. 3. For 'KPI update' emails, forward to kpi-team@company.com with 'KPI Review Needed' label and reply to sender confirming receipt. 4. For emails with 'revenue data', forward to finance@company.com with 'revenue-data' label. Archive after processing. 5. For 'market analysis', forward to market-strategy@company.com and star. Reply with acknowledgement of receipt including timeline for review.

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