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Use this example to log into CoverMyMeds, handle optional email-based two-factor authentication (2FA), and retrieve a patient authorization request using a request key, patient last name, and date of birth. This workflow demonstrates how to build a resilient payer / prior authorization automation that supports:
  • Existing authenticated sessions
  • Conditional username/password login
  • Email-based 2FA verification
  • Request key retrieval flows
  • Patient validation using demographics
  • Browser state extraction for downstream workflows
This page is intentionally keyword-rich so you can find it by searching for: CoverMyMeds automation, prior authorization workflow, email 2FA, request key lookup, payer portal automation, browser state extraction, authorization request retrieval, conditional login, session reuse, CMM workflow.

Overview

This automation:
  • Detects whether login is required
  • Performs username/password authentication only when needed
  • Detects whether email-based 2FA is required
  • Retrieves a verification code from email
  • Navigates to the Requests section
  • Opens a request using:
    • Request key
    • Patient last name
    • Date of birth
  • Extracts browser state information after the request is loaded

Minimal example

The core pattern combines:
  • Conditional login detection
  • Conditional email 2FA handling
  • Request lookup by key
{
  "type": "if_else_node",
  "condition": "is_login_page[0]",
  "if_nodes": [
    {
      "type": "action_node",
      "interaction_action": {
        "input_text": {
          "command": "get_by_role(\"textbox\", name=\"Username*\")",
          "input_text": "{username[0]}"
        }
      }
    }
  ],
  "else_nodes": []
}

Full automation

{
  "url": "https://account.covermymeds.com/",
  "parameters": {
    "input_parameters": {
      "username": [
        "demo.user@example.com"
      ],
      "password": [
        "demo_password_123"
      ],
      "sender_email": [
        "no-reply@example-health.com"
      ],
      "cmm_key": [
        "ABCD-EFGH"
      ],
      "patient_last_name": [
        "SMITH"
      ],
      "dob": [
        "01/15/1985"
      ],
      "agent_id": [
        "demo-agent-001"
      ],
      "encounter_id": [
        "encounter-10001"
      ],
      "skip_key_fetch": [
        false
      ],
      "agent_run_log_id": [
        "run-log-5001"
      ],
      "integration_name": [
        "covermymeds"
      ]
    },
    "generated_parameters": {}
  },
  "nodes": [
    {
      "type": "action_node",
      "extraction_action": {
        "llm": {
          "extraction_format": {
            "is_login_page": "bool"
          },
          "extraction_instructions": "Check if its a login page asking for username. If yes then return 'is_login_page' as True, otherwise return False",
          "output_variable_names": [
            "is_login_page"
          ],
          "llm_model_name": "gemini-2.5-pro"
        }
      },
      "before_sleep_time": 3,
      "end_sleep_time": 0
    },
    {
      "type": "if_else_node",
      "condition": "is_login_page[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Username*\")",
              "prompt_instructions": "Enter the username {username[0]} into the 'Username' field.",
              "input_text": "{username[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Password*\")",
              "prompt_instructions": "Enter the password {password[0]} into the 'Password' field.",
              "input_text": "{password[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"Log in\")",
              "prompt_instructions": "Click the 'Log in' button to submit your credentials."
            }
          }
        },
        {
          "type": "action_node",
          "extraction_action": {
            "llm": {
              "extraction_format": {
                "is_email_page": "bool"
              },
              "extraction_instructions": "Check if its a login page asking for sending an email for 2fa. If yes then return 'is_email_page' as True, otherwise return False",
              "output_variable_names": [
                "is_email_page"
              ],
              "llm_model_name": "gemini-2.5-pro"
            }
          },
          "before_sleep_time": 3,
          "end_sleep_time": 0
        },
        {
          "type": "if_else_node",
          "condition": "is_email_page[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Send me an email\")",
                  "prompt_instructions": "Click the 'Send me an email' button to trigger the two-factor authentication email."
                }
              }
            },
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Enter a verification code\")",
                  "prompt_instructions": "Click 'Enter a verification code instead' to reveal the code input field."
                }
              }
            },
            {
              "type": "action_node",
              "extraction_action": {
                "two_fa_action": {
                  "action": {
                    "type": "email_two_fa_action",
                    "receiver_email_address": "demo.agent@example.com",
                    "sender_email_address": "{sender_email[0]}"
                  },
                  "output_variable_name": "auth_code"
                }
              },
              "before_sleep_time": 3,
              "end_sleep_time": 0
            },
            {
              "type": "action_node",
              "interaction_action": {
                "input_text": {
                  "command": "get_by_role(\"textbox\", name=\"Enter Code\")",
                  "prompt_instructions": "Enter the verification code {auth_code[0]} received via email.",
                  "input_text": "{auth_code[0]}"
                }
              }
            },
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Verify\")",
                  "prompt_instructions": "Click the 'Verify' button to complete the two-factor authentication."
                }
              }
            }
          ],
          "else_nodes": []
        },
        {
          "type": "action_node",
          "sleep_action": {
            "sleep_time": 5
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"Account\")",
              "prompt_instructions": "Click on the 'Account' button in the main navigation menu."
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_role(\"link\", name=\"Requests\")",
          "prompt_instructions": "Click on the 'Requests' link from the account menu."
        }
      }
    },
    {
      "type": "if_else_node",
      "condition": "not skip_key_fetch[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"link\", name=\"Enter Key\")",
              "prompt_instructions": "Click the 'Enter Key' link to access a request using a key."
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "max_tries": 3,
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Request Key*\\\" / \\\"\")",
              "prompt_instructions": "Enter the request key '{cmm_key[0]}' into the 'Request Key' field.",
              "input_text": "{cmm_key[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "max_tries": 3,
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Last Name*\\\" / \\\"\")",
              "prompt_instructions": "Enter the patient's last name '{patient_last_name[0]}' into the 'Last Name' field.",
              "input_text": "{patient_last_name[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "agentic_task": {
              "task": "Enter the patient's date of birth '{dob[0]}' into the 'Date of Birth' field in mm/dd/yyyy format. Make sure it is entered completely and correctly.",
              "max_steps": 5,
              "backend": "browser_use",
              "use_vision": true
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"View Request\")",
              "prompt_instructions": "Click the 'View Request' button to find the patient's record."
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"link\", name=\"Skip\", exact=True)",
              "prompt_instructions": "Click the 'Skip' link to proceed without entering a diagnosis.",
              "skip_prompt": true
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "extraction_action": {
        "state": {}
      },
      "before_sleep_time": 5,
      "end_sleep_time": 0
    }
  ]
}

What this workflow demonstrates

CapabilityDescription
Conditional loginLogs in only if the session is unauthenticated
Email 2FA handlingRetrieves and submits verification codes automatically
Request lookupOpens CoverMyMeds requests using a request key
Patient validationUses patient demographics for secure access
Agentic form interactionHandles DOB fields using browser automation + vision
Session reuseSupports already-authenticated sessions
Browser state extractionCaptures cookies and storage state after request access

What the final state extraction returns

The state extraction appends browser context information such as:
KeyDescription
page_urlCurrent request page URL
page_titleCurrent browser page title
local_storageBrowser localStorage values
session_storageBrowser sessionStorage values
cookiesBrowser cookies
document_cookiedocument.cookie values from the page

When to use this

GoalWhy this helps
Automate prior authorization retrievalAccess requests directly using request keys
Reduce manual 2FA handlingAutomatically retrieve email verification codes
Support unstable sessionsRe-login only when required
Capture authenticated browser stateReuse tokens and sessions downstream
Build reusable payer automationsParameterized inputs make workflows reusable across patients
Improve resiliencyConditional branching prevents unnecessary failures