Automates email workflow for revenue operations teams in sales and business development.
Sales & Business DevelopmentAutomates email workflow for revenue operations teams in sales and business development.
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: lead report, sales forecast, KPI update, revenue data, market analysis OR from: leads@company.com, salesdata@analytics.com, analytics@marketinsights.com
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.