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Filter approval work item records and summarize them in aggregate, providing per-record details so reviewers can quickly understand the context of each approval.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled |
| API Name | SummarizeMultipleApprovalWorkItems |
| Included actions |
| User Sample Input | Action Engaged | Agent Response |
|---|---|---|
| "Summarize my most recent Approval Work Item and tell me what I need to look at." | Query Records | The agent searches for the latest approval work item assigned to the user, fetches its record details, and generates a summary highlighting key fields and items requiring attention. |
| "Summarize the 10 most recent approval work items of the contracts." | Query Records | The agent searches for the 10 most recent approval work items linked to the records and provides a summarized breakdown of their statuses and key details. |
| "Summarize the most recent 10 approval work items on this record." | Get Record Details | The agent searches for approval work items associated with the record, retrieves the 10 latest entries, and presents a summarized list of their current progress. |
| "Summarize the 10 most recent approval work items assigned to me." | Get Record Details | The agent queries approval work items filtered by the current user's ID as the assignee, orders them by date, and generates a summary of the 10 most recent items. |
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