---
schema_version: "1"
id: b4e82b80c9159bfb49e7b427d919092447b99168566d78dc4e993c9e62e3b75c
title: Financial Services | Restructure Meeting Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_restruct_meeting_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_restruct_meeting_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0fa8f9d19ec9b8efe01fdb3450e18cb3c43f9fe556e073d0167e6a7ceec766ec
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<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="d79120e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79120e70 ">To restructure meeting notes:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79120e70 ">
            <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="d79120e70 ">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;">RestructureMeetingNotes</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;">Restructure Meeting Notes</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>

## Considerations

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