Co-Pilot
Get instant answers and guidance from your AI claims assistant.
12 articles
- How to Use Brelly Co-PilotLearn how Brelly's AI assistant can help you analyze documents, draft communications, and get strategic guidance on your claims.
- Brelly Automations (Early Access)Schedule Brelly Co-Pilot to handle repeat claim work, choose when it runs, get notified when it finishes, and review past runs.
Integrations
Connect third-party tools to Brelly
- How to Use the AccuLynx Integration in BrellyPull AccuLynx job, contact, estimate, supplement, invoice, payment, and insurance data into Brelly Co-Pilot so you can review claim and CRM details without leaving your workflow.
- How to Use the JobNimbus Integration in BrellyUse Brelly Co-Pilot to search JobNimbus jobs, contacts, estimates, invoices, tasks, activities, work orders, and products, with clear review before financial or admin changes.
- How to Use the Outlook Integration in BrellyWork with Outlook email, calendar, contacts, and tasks in Brelly Co-Pilot, including draft-and-review sending, event scheduling, mailbox organization, and follow-up work.
- How to Use the RoofLink Integration in BrellySearch RoofLink jobs, customers, estimates, inspections, work orders, notes, events, and payments in Brelly Co-Pilot, with clear review steps before any write-back action.
- How to Use the Google Calendar Integration in BrellyFind events, check free time, and create or update Google Calendar events from Brelly Co-Pilot for inspections, meetings, follow-ups, and other claim scheduling work.
- Google Workspace Integrations in BrellyUse Gmail, Google Drive, Google Calendar, Google Docs, and Google Sheets with Brelly Co-Pilot to search, read, create, update, organize, and share claim work across Google Workspace.
- How to Use the Google Drive Integration in BrellyFind, upload, organize, share, and import Google Drive files using Brelly Co-Pilot.
- How to Use the Google Sheets Integration in BrellySearch, read, create, and update Google Sheets from Brelly Co-Pilot, including rows, values, tabs, filters, charts, and spreadsheet-based claim trackers.
- How to Use the Google Docs Integration in BrellySearch, read, create, update, and export Google Docs from Brelly Co-Pilot for claim summaries, handoffs, client updates, and other shareable documents.
- How to Use the Gmail Integration in BrellySearch, read, organize, draft, and review Gmail messages in Brelly Co-Pilot, including labels, attachments, mailbox actions, and the approval panel before send or reply.