EON

Summarize every client conversation with AI

Summarizes all communications — email, SMS, and calls — for a contact.

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

app.eon.com/automation
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. 1
    Invoke skillTrigger

    Triggered from chat, a docket action, or a workflow step — with the entity context attached.

  2. 2
    Summarize threadsAI

    AI condenses the full communication history into a brief.

  3. 3
    Return summaryEnd

    Produces a single readable summary.

Built for

The teams this serves

Building blocks

Powered by EON nodes

AI AgentAggregate

Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.

FAQ

Questions about this template

Summarizes all communications — email, SMS, and calls — for a contact.

Available inside EON

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