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.