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            Financial Services | Create Summary Document

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            Financial Services | Create Summary Document

            Creates summary doc records for meetings and conversations with clients or partners. Requires a reference record ID to proceed.

            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.

            Action Details

            API Name CreateSummaryDocument
            Reference Action Type Flow
            Reference Action Create Summary Document
            Does this action execute one or more prompt templates? No

            Considerations

            • The action is only invoked when the user's request clearly indicates the intent to generate a document.
             
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