All plays › Programs › Benefits Pre-Screener
Benefits Pre-Screener
People stop missing the support they were always entitled to, because someone finally walked them through it.
What it does. Clients submit a short form intake; n8n checks their responses against a maintained benefits programs reference and emails them a plain-language guide to programs they likely qualify for, logged for caseworker follow-up.
Where the person stays. Yes – review flagged items only
What changes. Clients get personalised benefits guide within minutes of submitting form; caseworkers focus on complex cases; benefit take-up rates increase.
Make it yours
Three things. The prompt rewrites itself as you type.
These are examples, to show you the shape. Replace them with yours.
Build a form: first name, email, ZIP, household size, income range, employment status, housing situation, immediate needs checkboxes
Clients submit a short form intake; n8n checks their responses against a maintained benefits programs reference and emails them a plain-language guide to programs they likely qualify for, logged for caseworker follow-up.
Create Benefits Programs Google Sheet: Program Name, Agency, Income Limit, Household Requirements, Eligibility Notes, Apply URL
Set n8n workflow triggered by a form webhook
n8n reads Benefits Programs sheet
Send intake and programs to GPT-4o: list likely eligible programs, one sentence on why they qualify, first action step each
n8n emails personalised guide to client
Log intake and output to Caseworker Follow-Up Sheet with Status: New
Rather not build it yourself?
One working session, your tools, your thresholds, your voice. We set it up together and you still own it at the end.
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