Cashless approval email drafter. Sign in with your Plum account to continue.
RESTRICTED TO @PLUMHQ.COM
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Flash Draft
Cashless approval email drafter
PROTOTYPE · mock data, not connected to real systems
Input
Case details
Flash Draft prepares the offline cashless-approval email sent to the insurer's. Enter the mandatory details below and it pulls the rest— from Member Lookup, Salesforce and the Enablers sheet, so you get a ready-to-send draft instead of typing one from scratch.
Enter the company name.
Enter the employee ID.
Enter the patient's name.
Pick the date of admission.
🔎 Member Lookup🗂️ Document Repository📊 Enablers Sheet✉️ Mailbox
Try a sample record:
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Fill in the case details and run the bot — the drafted email will appear here for you to review before sending.
Draft
Review draft
Check the policy details below, then review the email itself — everything is editable, and nothing sends until you click Send.
Policy snapshot
Email
To the insurer
This is what actually goes out — addressed to the insurer's approvals desk, with the employer copied.
Send via Gmail opens Gmail compose addressed from satyam.g@plumhq.com (sign-in prompt if that account isn't already logged in), with each field on its own Label: Value line so it stays readable in Gmail's proportional font — attachments are listed in the body but still need to be dragged in from case-documents.zip yourself, a hard Gmail/browser limit. Send via Resend actually sends the email as real HTML with the case documents attached — the PDFs listed above plus the generated member sheet — so nothing has to be dragged in by hand.
ℹ️ Emails send from the verified badge.plumhq.com domain, so they reach any recipient. Replies land with that sender rather than with you — a per-user reply-to address is the next thing to wire up before this goes to a wider team.
Automation
Automated follow-up
After a Resend send, a follow-up goes out every 2 minutes with the level-2 contact copied in — so a stalled approval escalates without anyone watching the clock.
ℹ️ Replies are watched for: chasing stops as soon as the insurer answers, and stops regardless after 3 attempts. Matching is by subject line, so a reply that changes the subject entirely may be missed — cancel manually if you spot one.
Record
Sent email log
Every email this tool has sent or opened for sending, most recent first.
0 sent
Time
Patient
To
Subject
Method
Status
No emails sent yet — run the bot and send a draft to see it here.