---
schema_version: "1"
id: c4e50c7526bed93f15b10922c6cde6e7ade021b9f8512956f28dba3c53897e67
title: Financial Services | Create Summary Document
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_fsc_create_smry_doc.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_smry_doc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: de9e56dd4dc9c1b9a49b64f7cfe765b1ae73489903cb2b43e372ffead577e45b
description: Creates summary doc records for meetings and conversations with clients or partners. Requires a reference record ID to proceed.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Create Summary Document

Creates summary doc records for meetings and conversations with clients or partners. Requires a reference record ID to proceed.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d169873e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d169873e70 ">To restructure meeting notes:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d169873e70 ">
            <p>Access Banking Relationship Assistance</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial
              Services</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d169873e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateSummaryDocument</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Summary Document</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Considerations

- The action is only invoked when the user's request clearly indicates the intent to generate a document.