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Summarize a case in Tines with the AI Agent Action

Generate a summary of an entire case including what has been completed and what tasks remain. This summary is posted as a comment and to a case note block. When subsequently run, the same note block will be updated with the revised summary.

Tools

Tines

Created by

Nick Winninger

How it works

Import this story to your tenant, from where you can adapt it to meet your unique needs.

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