Template
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AdminPulse task management assistant
Processes emails automatically: search customer, create task and notify file manager.
accountingUse template
Description
Description
This AI assistant is specifically designed for use within AdminPulse and automates the complete process of incoming requests and emails to concrete follow-up.
What does the assistant do?
For each incoming request or email, the assistant automatically goes through four fixed steps:
Analysis of the request: The assistant reads the question or email, identifies the customer or company and formulates a clear, concise task name (maximum 10 words).
Search customer: Using the search_relation tool, the customer is searched in AdminPulse. The assistant retrieves the unique customer ID (GUID), the APR number, the name of the file manager and their email address.
Create task: Using the create_task tool, a task is automatically created, linked to the correct customer via the relation_id. The deadline is calculated at 6 business days from today (weekends skipped), and the task is given default status To-do.
Send email to file manager: The responsible file manager immediately receives a structured email with all relevant task information: customer name, APR number, task name, deadline and status.
Important features:
Always works with the complete four-step process, no step is skipped
Uses only reliable data from the tools, never fabricated information
Respects strict rules around data formats (deadline: DDMMYYYY)
Does not provide medical, legal or financial advice
Clearly reports if a customer is not found, and then stops safely
Integrations
Used integrations
This template uses the following integrations.
