AI Workflow Automation
An AI agent triaging a medical information inbox the moment each patient inquiry arrives — routine questions answered from a pre-approved FAQ library, serious reports reviewed by a human within 48 hours, and critical emails escalated within 24.
We automated a medical information inbox — every patient inquiry triaged by severity in seconds, with a human in the loop for anything serious.
Every inquiry read, scored and routed on arrival
Live simulation of a real client build. Inquiry content is masked for confidentiality.
Medical information inbox — AI triage
Every inquiry read, scored and routed on arrival
Being read by the AI agent…
Waiting — patient inquiry
Waiting — patient inquiry
Nothing is sent to a patient without a defined safeguard
Response drafted from the pre-approved FAQ library
Adverse events & serious reports — a human must review and send a structured response
Escalated straight up the chain for senior review and response
ChallengePatient inquiries arrived into one shared medical information inbox and were sorted by hand across several roles. Serious reports could sit behind routine questions, response times were inconsistent, and the team spent hours every day just working out what needed attention first.
SolutionAn AI agent now reads and scores every email the moment it arrives. Routine questions get replies drafted from a pre-approved FAQ library. Anything matching serious criteria — such as adverse event reports — goes to a human, who must review and send a structured response within 48 hours. Critical emails trigger a further safeguard: escalation straight up the chain, with a response inside 24 hours.
OutcomeFaster, more consistent service for patients — routine questions answered quickly, and high-priority emails guaranteed immediate attention. The team stopped sorting an inbox and started overseeing a workflow, with humans in the loop exactly where they matter.
Automation with safeguards built in
In a medical information setting, speed is only half the job. The workflow was designed so the AI accelerates the routine — and escalates the serious.
Severity triage on arrival
Every inquiry is read and scored the moment it lands — routine, serious or critical — so nothing waits in an unsorted pile.
Pre-approved FAQ replies
Routine questions are answered with responses drafted from a preset, pre-approved FAQ library — quick for patients, consistent for the team.
Human in the loop
Serious inquiries — including adverse event reports — must be reviewed by a human, who provides a structured response within 48 hours.
Critical escalation safeguard
Anything critical is escalated straight up the chain with a 24-hour response safeguard, so the most urgent emails get immediate senior attention.
Want this built for your team?
Book a 30-minute discovery call. We'll look at the workflows your team runs by hand today and show you what a safeguarded, AI-automated version could do — at no cost and no commitment.
Book a Discovery CallNo commitment. 30 minutes.