Brelly Inc.

If you use Gmail, Brelly Co-Pilot can help you work with claim-related email without leaving your workflow.

That can include finding emails, reading the right thread, drafting a message, or preparing a reply.

Make sure your Google account is connected in <code>Settings</code> → <code>Integrations</code>

- Make sure your Google account is connected in <code>Settings</code> → <code>Integrations</code>

With Gmail enabled, Brelly Co-Pilot can help you:

Search for emails by person, claim, subject line, or label

Pull recent messages or messages with a specific label

Check the labels available in your Gmail account

Add, remove, or change labels on emails and threads

Organize messages in bulk when you need to update multiple threads

Prepare an email to send after you review it

Move messages to trash, restore them, or remove them when you are cleaning up the mailbox

Work with some Gmail mailbox settings, filters, forwarding, or send-as details in advanced workflows

Import or insert email content into Gmail in advanced workflows

- Search for emails by person, claim, subject line, or label
- Open a specific message or full thread
- Pull recent messages or messages with a specific label
- Look up Gmail contacts and people
- Check your Gmail profile details
- Check the labels available in your Gmail account
- Create a new label
- Add, remove, or change labels on emails and threads
- Organize messages in bulk when you need to update multiple threads
- Download an attachment from an email
- Prepare a new email draft
- Prepare a reply to an existing thread
- Prepare a forwarded email
- Prepare an email to send after you review it
- Send a saved Gmail draft
- Move messages to trash, restore them, or remove them when you are cleaning up the mailbox
- Work with some Gmail mailbox settings, filters, forwarding, or send-as details in advanced workflows
- Import or insert email content into Gmail in advanced workflows

Open the claim or workflow you are working on

If you ask Brelly to send an email for you, it will show you a draft that you can edit and approve before it sends it

1. Open the claim or workflow you are working on
2. Open Co-Pilot
3. Ask Co-Pilot for a specific Gmail task
4. If you ask Brelly to send an email for you, it will show you a draft that you can edit and approve before it sends it

Pull up the latest email from a carrier or policyholder

Add a label to messages you want to group together

Pull an attachment from a message you need to review

Clean up a group of messages after a claim closes

- Find messages about a specific claim
- Pull up the latest email from a carrier or policyholder
- Draft an update email
- Reply to an existing thread
- Forward a message to someone else
- Add a label to messages you want to group together
- Pull an attachment from a message you need to review
- Clean up a group of messages after a claim closes

Sending and Replying Still Need Your Review 

If Co-Pilot prepares a new email or a reply, Brelly shows an email panel in chat before anything is sent.

Click <code>Send</code> in the panel if you want it to go out

Decline it if you do not want to send it (<code>Cancel</code>)

- Confirm the recipient
- Check the wording
- Make edits if needed
- Click <code>Send</code> in the panel if you want it to go out
- Decline it if you do not want to send it (<code>Cancel</code>)

Search, read, organize, draft, and review Gmail messages in Brelly Co-Pilot, including labels, attachments, mailbox actions, and the approval panel before send or reply.

How to Use the Gmail Integration in Brelly

Find answers and get help from Intercom Support and Community Experts

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How to Use the Gmail Integration in Brelly

Before You Start

Everything Gmail Can Help You Do

How to Use Gmail with Co-Pilot

Sending and Replying Still Need Your Review