Financial Services | Restructure Meeting Notes

Organizes raw meeting notes into key points, decisions, and action items for clear and easy tracking. Gathers recently modified opportunity records and account plan objective records associated with the account plan record for an account and summarizes the meeting highlights.

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.

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	RestructureMeetingNotes
Reference Action Type	Flow
Reference Action	Restructure Meeting Notes
Does this action execute one or more prompt templates?	Yes

Considerations

Restructure Meeting Notes is a prompt template-based agent action. Admins can customize the prebuilt prompt template according to their business needs.