Fixes spelling and grammatical errors, applies formatting and best practices from the
provided template, and structures the information to highlight key points, decisions, and action
items in the notes of a meeting with a participant or client.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Nonprofit add-on or included in
Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for
Nonprofit add-on to access the action.
|
| Permissions Needed |
| To execute actions in Employee Agent agents: |
SEE THIS PAGE FOR DETAILS |
| To run flows: |
Run Flows |
| To run prompt templates: |
Execute Prompt Templates |
Action Details
| API Name |
PrepareParticipantNotes |
| Reference Action Type |
Prompt Template |
| Reference
Action |
Prepare Participant Notes
(prepareParticipantNotes)
|
| Does this action execute one or more prompt templates? |
Yes |
Prepare Participant Notes and Prompt Templates
This action uses the
Prepare Participant NotesApplies formatting to fix grammatical and spelling errors to
transform informal meeting notes into interaction documentation.
