How to build a FNOL Report Intake and Triage Agent

This workflow is an automated insurance report triage and response system that activates whenever a new email (specifically an FNOL—First Notice of Loss—report) is received in a connected Gmail inbox. When triggered, the workflow uses a powerful AI model to extract all relevant report details from the email, enriches the information by querying Salesforce for additional claimant or policy data, and consults a knowledge base to accurately assess the urgency of the report. The AI then classifies the report into one of four urgency categories: Critical, High, Medium, or Low. Based on this classification, the workflow automatically generates and sends a personalized response email to the policyholder, outlining next steps and providing guidance (including emergency instructions if needed). Simultaneously, it creates a Google Doc summarizing the report for internal record-keeping, with the document’s content and urgency reflected in its title and body. This end-to-end automation ensures that every report is quickly triaged, documented, and responded to with the appropriate level of urgency and professionalism, reducing manual effort and improving customer experience.