Brelly Automations is an early access feature that lets you schedule Brelly Co-Pilot to handle claim work you do over and over.

Instead of asking Co-Pilot the same thing each time, you set up an automation once. Co-Pilot then runs that work for you on a schedule, or when a claim reaches a certain point.

During early access, there are two ways to set up an automation.

Open the claim you want to work on, set a schedule, and write a prompt for what Co-Pilot should do. The automation runs on that one claim, on the timing you choose, such as a one-time delay, a set date and time, or a repeating interval.

For example, on a single claim you might:

If you start your claims the same way each time, you can have Co-Pilot run your standard first steps automatically. To do this, choose the New claim becomes ready trigger. Each new claim runs your prompt once, as soon as the claim is ready.

A claim becomes ready depending on how you create it:

This is a good fit if you always use Guided Setup and want to kick off a claim review, a strategy pass, or your usual intake steps the moment a new claim is ready.

This is the only way an automation runs across more than one claim right now. For anything on a schedule, an automation works on the single claim you set it up on. And in this case, the automation effectively runs on one claim at a time, when that trigger fires.

In the future, we aim to enable Brelly Co-Pilot to see and interact with all of your claims at once, and for there to be global automations. That is not currently available.

You can also ask Co-Pilot to help set this up. Tell Co-Pilot what you want to automate, and it can turn your request into an automation for you.

Often an easier way to set up automations is to have Brelly do it for you. For example, while you're in a claim you may just chat something like:

"Schedule an automation for every Friday morning for this claim that summarizes what happened in the week, where things are at, and any open action items on my side or the carrier's side."
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Co-Pilot will analyze your request and set things up for you. You can always go into the Automations panel later and verify everything is set up the way you want.

When an automation runs, Brelly can let you know with an in-app notification, an email, or both.

These notifications go to you, the person who set up the automation. Automations do not send email to policyholders, carriers, or anyone else on your behalf. If you want Co-Pilot to send an email to someone else, ask it in a normal chat, where you review and send the message yourself.

When an automation runs, Brelly creates a Co-Pilot thread for that work.

Open Execution history on the automation to:

The in-app or email notification will have a link to that thread for you to review it. You can also find the automation's thread in your thread's panel.

For threads, there are two advanced settings: Create a new thread each time the automation runs, or use the same thread. The default is to create a new thread, but for recurring automations or scheduled follow-ups within work you've already been doing, the same thread option can be useful since it effectively prompts the AI within the context of all the previous automation runs.

Select Run now on an automation when you want to test it or use it once outside the normal schedule.

This is helpful before you rely on a new automation. Review the result and make sure the automation is doing what you expect.

Automations are still in early access.

A few things to know:

Brelly will continue improving Automations based on customer feedback.