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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.

Claims Processing Agent

Insurance

Automates email workflows for insurance claims processing.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: claim, policy number, adjustment, settlement, review, documentation OR from: claims@insurance.com, @provider.net

02

Then does

1. Search knowledge base for claim policy details and filing checklist. 2. If subject contains 'claim approval' or 'adjustment required,' forward to approvals@insurance.com and label as 'urgent-processing.' 3. If subject contains 'settlement' or 'review', forward to settlements@insurance.com, and label ‘review-pending’. 4. For documentation requests, reply with a form template and guide for document submission. Forward to documentation@insurance.com. 5. Mark as read and archive original message after processing.

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