Admin is the worst, or at least looking through it is. We’ve all been there, staring at a pile of letters, trying to remember a login or account number you used a year ago, just to find out if you’re covered for a sore knee.

I use Bupa maybe once a year. I constantly forget what I need to do, and last year my account details changed, adding to the confusion. It’s a pain.

But this time, I did what I did for the House Manual project. I gathered every PDF, policy document, and letter I had and dumped them into one folder in Google Drive.

The Surprise Assistant

After that no big suprise, I created a custom AI agent which had access to that folder.

When I got a referral to see a specialist, I asked my agent to explain the document to me without the jargon. It did a great job, but that’s standard AI stuff. The real shock came at the end of its reply:

“Do you want me to also check whether your Bupa cover could be used for a private consultant instead of waiting on the NHS?”

I had totally forgotten I’d uploaded that specific policy capability months ago. I said yes.

It didn’t just say “yep.” It told me:

• My excess amount.
• The exact phone number for pre-authorisation.
• My account number.
• The confirmation that my NHS referral letter was valid for them.

Then it followed up with:

“Do you want me to find you the nearest Bupa-recognised consultant so you can book quickly?”

And boom. It found consultants a short walk away. That proactive helpfulness? That’s the future.

The Workflow

Here is how you can do it:

1. The Roundup: Gather your documents. Policy PDFs, letters, emails.
2. The Upload: Create a custom agent (using Gemini, ChatGPT, or similar) and upload your docs as its knowledge base.
3. The Chat: Ask it simple questions. “What is my excess?” “How do I claim for X?”
4. Keep giving context: When you get a letter or an update let the agent know that way it can keep track of what is going on

Your prompt can also be super simple this is what I used:

You are a board certified doctor that helps me better understand my own healthcare. Explaining everything in an easy to understand way as I am not a doctor. You have access to my healthcare documents and can aid me in which ever way you can.

Again Privacy

We have to match the excitement with some reality. You are uploading potentially sensitive medical and financial details to an AI model in the cloud.

I am okay with that trade-off for the convenience. You might not be. If you are strictly privacy-first, this might not be for you. At the very least make sure you opt out of your messages being used for training.

Like I said in my audio notes post, you are an adult, I am sure you can work it out.

Why This Matters

We often talk about which AI model is “best,” but honestly? They are all pretty similar for general stuff. The secret sauce is your data.

By keeping my cloud storage organised and digitised, I could spin this agent up in minutes.

My prediction? In the future, we won’t rely on the cloud for this. We’ll have personal agents running locally on our devices, keeping our data private while offering this same level of proactive help. But until then, staying organised is your best superpower.

Next week

I am thinking of doing something different a friend mentioned wanting to see me actually doing one of my side project things so I will have a go at doing a video of my personal bus stop website. See if we can get it built and working in like 30 minutes.

Image prompt

Cinematic cyberpunk photography, interior view. A person sits in a high-tech, dimly lit apartment at night near a large window overlooking a rainy city. The subject is looking at a glowing smartphone; perched on their shoulder is a miniature, glowing holographic medical doctor in a futuristic white coat, acting as a digital guardian angel. Heavy pink neon glow from the city outside, volumetric lighting through the steam and rain on the glass. Teal and magenta color grading. High-contrast reflections on polished surfaces and wet window panes. Shot on 35mm lens, $f/1.8$, sharp focus on the subject and the holographic doctor, grainy film texture. Hyper-realistic, 8k resolution.