Templates

HR Benefits Admin Agent

Automates email tasks for benefits administration in HR departments.

Human Resources

What This Agent Does

Automates email tasks for benefits administration in HR departments.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: enrollment, benefits inquiry, 401k, health insurance, open enrollment, compliance documents, FMLA OR from: employees@, hr@company.com, benefits@, insurance@

THEN DOES

1. SearchDocuments for employee benefit policies and summary plan descriptions. 2. If email is enrollment related, forward to benefits-enrollment@company.com and label as 'Open Enrollment'. 3. For benefits inquiries, reply with relevant policy details and add ‘Benefits Inquiry’ label. 4. If 401k or health insurance inquiries, forward to designated financial advisor or insurance liaison with 'Urgent' label. 5. For compliance document requests, forward to legal@company.com and ensure format meets necessary compliance standards (e.g., HIPAA). 6. Mark original email as read and archive if no further action is required.

What This Agent Can Do
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
This template will be installed to your Gmail account.