Creates summary doc records for meetings and conversations with clients or partners. Requires a reference record ID to proceed.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To restructure meeting notes: |
Access Banking Relationship Assistance AND Einstein for Financial Services |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | CreateSummaryDocument |
| Reference Action Type | Flow |
| Reference Action | Create Summary Document |
| Does this action execute one or more prompt templates? | No |
Considerations
- The action is only invoked when the user's request clearly indicates the intent to generate a document.