---
schema_version: "1"
id: 4fb20dd8b16043c1435f6112acdafd76ef820e83d061056a020c39206750d5bb
title: Summarize Valuable Information with the Pre-Meeting Assistance Agent Topic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_fsc_banking_rltnship_assistance_tearsheet.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_rltnship_assistance_tearsheet.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a08a03df8ecbed7afa4d6c961da0651a869c0a0fea3787bcef7de5fac616340d
description: Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Summarize Valuable Information with the Pre-Meeting Assistance Agent Topic

Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. The Agentforce Employee agent uses Flex Credits under the Salesforce Foundations Entitlements model.

**How:** To set up the Banking Relationship Assistance template, on the Agentforce Agents Setup page, click **New Agent**. Then, select the Banking Relationship Assistance in the Legacy Agent Builder. Or add the Pre-Meeting Assistance topic from the asset library. Instruct your relationship managers to engage with the AI Assistance in the commercial banking console app.

#### See Also

- [_Salesforce Help:_ Banking Relationship Assistance](https://help.salesforce.com/s/articleView?id=ind.admin_relationship_assistance.htm&language=en_US)
- [_Salesforce Help:_ Agent Topic: Pre-Meeting Assistance for Relationship Management](https://help.salesforce.com/s/articleView?id=ind.fsc_agent_rela_asst_topic_premeeting.htm&language=en_US)