Real time
Approval chaser
Routes requests for sign-off and follows up until they're done.
Intake processor
Reads forms and documents and files the data where it belongs.
- Runs: Always on
- Used by: Operations
How it works
What this agent does, step by step
- TriggerAlways on
- Read
Gmail - AgentReads forms and documents and files the data where it belongs.
- Result
Google Sheets
Inputs and outputs
What goes in, what comes out
Inputs
Records and messages from Gmail.
Outputs
Updates, drafts, and notes in Google Sheets.
Tools required
Read Fernhaven’s story“Our coordinators were drowning in intake forms. Now agents prepare every file and schedule follow-ups, and our team focuses on patients.”
Robert ChenHead of Operations, FernhavenMore templates
Start from another agent
- Hourly
Record sync
Keeps records consistent across your tools and flags conflicts.
- On request
Scheduler
Finds times that work and books meetings and follow-ups.
Ready to put agents to work?
Start free for 14 days. No credit card required.