---
schema_version: "1"
id: eee66e4f03d8616b1e36fe18dc6dfa828137f1c33672b4cf0e6c4c0f4083c9dc
title: Program and Case Management | Prepare Participant Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_prog_case_mgmt_prepare_participant_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_prepare_participant_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc96428ba8707cdad63b51c87a211a3b15acd83e53442a75ebdae8e5f3cfee72
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Program and Case Management | Prepare Participant Notes

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

<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 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
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      <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="d211819e70">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 ">To execute actions in Employee Agent agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;language=en_US" target="_blank">SEE THIS PAGE FOR DETAILS</a></td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 ">To run flows:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 ">Run Flows</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 ">To run prompt templates:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211819e70 ">Execute Prompt Templates</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;">PrepareParticipantNotes</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;">Prompt Template</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;">
              <p>Prepare Participant Notes</p>
              <p style="margin-bottom:0;">(prepareParticipantNotes)</p>
            </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;">Yes</td>

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

## 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.