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, via a small local server holding the Resend API key — see the banner below for what it needs and its sandbox limits. It also can't attach files yet.
⚠️ Send via Resend needs claimassist-server running locally (node server.js with RESEND_API_KEY set) and the page opened from http://localhost:8877 — it won't work from a file opened directly or from the hosted Artifact link. Without a verified sending domain in Resend, delivery only succeeds when To/CC matches the email address on your Resend account; the From address will show as onboarding@resend.dev.
Automation
Automated follow-up (after you send)
Once sent, the agent takes over: if there's no reply within 2 minutes, it automatically re-sends to the insurer with the L2 contact added, repeating every 2 minutes until the insurer replies with an approval.
⚠️ Not live yet — this section shows what the agent will do once it's connected. It needs: an email connector (Gmail/Outlook) that can send & read replies, and the Slack connector enabled for this workspace. Tell me once both are ready and I'll wire the real automation.
💬 Slack — #cashless-approvals
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.