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            Program and Case Management | Prepare Participant Notes

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            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

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer 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.
            Permissions Needed
            To execute actions in Employee Agent agents: SEE THIS PAGE FOR DETAILS
            To run flows: Run Flows
            To run prompt templates: Execute Prompt Templates

            Action Details

            API Name PrepareParticipantNotes
            Reference Action Type Prompt Template
            Reference Action

            Prepare Participant Notes

            (prepareParticipantNotes)
            Does this action execute one or more prompt templates? Yes

            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.

             
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