Email triage for home care and personal services providers
A home care provider’s contact inbox mixes carers’ sick notes, family requests, referrers — hospitals, social workers, municipal services — and paperwork. A handful of these messages demand action within the hour; they drown in the rest.
In your day-to-day
- 01
Detection of carer sick notes and unavailability, with an immediate alert to the scheduling manager concerned.
- 02
Triage of referral requests from hospitals and social services, key information (beneficiary, need, urgency) extracted into your tool.
- 03
Automatic replies to recurring requests — certificates, duplicates, opening hours — without going through reception.
How it works
- 1
Measure before sorting
We start by measuring the real flow: who writes, about what, what actually needs action. Sorting rules are built on that data — not on impressions.
- 2
Sort, extract, route
The agent classifies each message, extracts the useful data (references, amounts, deadlines) into your tools, and routes to the right person. Urgent items are flagged within minutes.
- 3
Answer the recurring
Acknowledgements, document requests, standard questions: the agent replies on its own within the approved fence. The rest lands pre-qualified in your team’s queue.
Typical results
95%
of messages classified and routed with no human involved
4 min
between an urgent message arriving and being flagged
0
client requests lost in the pile
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
How does the agent spot a sick note written in free-form language?+
Carers rarely write in a standard way — which is why the agent is calibrated on your real flow during a measurement phase, then runs assisted before going autonomous. An ambiguous message is classed “to check”, never ignored.
Are referrer requests prioritised?+
Yes, that is a common rule: a message identified as coming from a hospital or social service is flagged to the area manager within minutes, because there is often a discharge to cover quickly behind it.
What if the agent misclassifies an important message?+
Rules are calibrated on your real flow and start in assisted mode: the agent proposes, your team validates, the agent learns. Autonomous sorting is only switched on once reliability is demonstrated — and everything stays browsable, nothing is deleted.
Does it work with Gmail, Outlook, a shared inbox?+
Yes — Gmail, Microsoft 365, IMAP, shared inboxes and aliases. The agent works inside your existing mailbox, without changing the address your clients know.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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