Case note summarization

Case histories summarized for the next caseworker

Public SectorDocumentationSupportSalesforce, Box, MS Teams
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the case record and the prior notes

Summarizes a case file's history, contacts, services provided and open actions for the caseworker picking it up

Drafts the summary with the flags first

Flags the deadlines and the safety notes at the top

Formats new notes into the record

Drafts the visit note from the caseworker's dictation in the agency's format

Works inSalesforce, Box, MS Teams

What it does

  • Summarizes a case file's history, contacts, services provided and open actions for the caseworker picking it up
  • Flags the deadlines and the safety notes at the top
  • Drafts the visit note from the caseworker's dictation in the agency's format

Connects to

Salesforce

Enrich, update, and report on records under your profile.

Box

Read, classify, and file documents with retention rules.

MS Teams

Deliver updates and approvals into Teams channels.

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