AI Intake Agent.
<2 min Per Application.
An AI intake agent that screens every application against your live eligibility rules, sends a personalized reply, logs it, and routes it to the right person in under 2 minutes.
Processing intake by hand burns hours every week
Every intake application takes about 30 minutes to screen, log, reply to, and route by hand. Any nonprofit, service business, or program running intake manually is burning hours every week on work that should never touch a person, and the manual version is slow, inconsistent, and hard to audit.
An agent that runs the whole intake in under two minutes
When a new application comes in, the agent reads your current eligibility criteria live from a Notion page, screens the applicant, replies to them, logs everything into Airtable, routes the case, and notifies your team, all without anyone touching it. Every submission, eligible or not, gets handled the exact same way.
Live Eligibility Rules
Reads your current criteria straight from a Notion page, so staff can update the rules anytime without touching the agent. Policy changes apply uniformly the moment they're made, no training lag.
Structured Screening
Screens every applicant against the same rule set, every time, with a consistent rationale attached to the record so leadership gets clean reporting and easy audits.
Instant Personalized Reply
Sends an immediate email confirming receipt and next steps, or a referral if they don't qualify, no matter when they apply.
Logged Across Linked Records
Writes the full submission into Airtable across linked tables for the applicant, household, and submission status. Nothing gets re-keyed.
Smart Case Routing
Routes each case to the right person based on aid type and complexity, so case managers open their inbox to a pre-screened, fully documented queue.
Team Notified Internally
Messages the team with a full summary and the screening result, so everyone is on the same page the moment an application lands.
Every submission handled the same way, in two minutes instead of thirty.
Still processing intake by hand?
If your team screens applications, checks eligibility, and routes cases manually, let's build an intake agent that does it in under two minutes, consistently and fully documented.