CHATBOTS
Auto-answer open-enrollment benefits emails from your plan documents
Monitors a benefits inbox during open enrollment, drafts grounded replies to plan questions using your benefits guides.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in benefits inboxGmail
- ActionRetrieve matching benefits guide pagesCoda
- ActionDraft grounded reply with citations
- LogicClassify routine vs. sensitive question
- OutputAuto-send or queue draft for reviewGmail
What it does
During open enrollment, employees email questions about plan options, premiums, dependents, and deadlines. This assistant reads each incoming email, retrieves the relevant section of your benefits guide, and drafts a precise reply citing the plan document. Routine questions go out automatically; anything involving eligibility edge cases or personal financial advice is flagged for a human.
When to use it
Run this for the few weeks of open enrollment when inbound volume spikes and answers must be accurate and consistent. Best when your plan summaries live in Coda and you reply from a Gmail benefits alias.
How it works
- 1A new email arrives in the benefits Gmail inbox.
- 2The assistant pulls the matching benefits guide pages from Coda.
- 3It drafts a reply grounded strictly in those pages.
- 4A logic step classifies the question as routine or sensitive.
- 5Routine drafts are sent via Gmail automatically; sensitive ones are left as drafts and the People team is notified.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect CodaDocs, packs, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Chatbots workflows
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.