How do I run this AI skill?

Run Account Portfolio Analysis on demand or wire it into any workflow step inside EON. Invoked from the AI assistant chat, a docket action, or any workflow step.

Can I customize it for my team?

Yes. Account Portfolio Analysis is a starting point — adjust the steps, content, and rules to match your workflow and your own compliance policy inside EON.

Does EON decide what the rules are?

No. EON automates the deadline tracking, document generation, and recordkeeping you configure. Your business remains responsible for determining which requirements apply to it.

Request access and our team installs the template on your EON workspace, tailored to your process. Book a demo to get started.

Onboarding & EnrollmentAI skill

Total a client’s accounts at intake

Analyzes every account linked to a docket and calculates the enrolled balance, program projections, and progress to date.

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Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.

app.eon.com/automation

Account Portfolio AnalysisActive

SaveRun

N01

Invoke skill

Trigger

N02

Analyze accounts

AI

N03

Return analysis

End

How it works

Every step, in plain English

This is the exact flow that runs — no black box. Edit any step after you install it.

1
Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
2
Analyze accountsAI
AI rolls up every linked account into totals and projections.
3
Return analysisEnd
Reports the total enrolled balance, projections, and progress.