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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 Ops Efficiency Agent

Sales & Business Development

Automates email processing for sales operations teams to improve efficiency and compliance.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: RFP, contract, pricing, lead follow-up, client onboarding, sales data OR from: @client.com, @partner.com, rfps@, contracts@

02

Then does

1. Search knowledge base for related client information and sales templates. 2. For RFPs, forward the email to proposals@salesops.com with a summary of deadline and requirements. 3. For contract inquiries, forward to legal@salesops.com with key client info and due dates; label the email 'contract-review'. 4. For pricing requests, reply with the latest pricing structure and forward to finance@salesops.com for approval if discounts are requested. 5. For lead follow-ups, star the email, add 'high-priority' label, and notify sales@team to expedite response. 6. For client onboarding emails, forward to onboarding@salesops.com and add the 'onboarding' label.

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