How do I run this AI skill?

Run Follow-up Automator 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. Follow-up Automator is a starting point — adjust the steps, content, and rules to match your workflow and compliance requirements inside EON.

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

CommunicationsAI skill

Automate client follow-ups so none slip

Sets up automated follow-up tasks and reminders on a cadence.

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

app.eon.com/automation

Follow-up AutomatorActive

SaveRun

N01

Invoke skill

Trigger

N02

Plan cadence

AI

N03

Create reminders

Action

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
Plan cadenceAI
AI proposes a follow-up cadence based on the account state.
3
Create remindersAction
Creates the follow-up tasks and reminders.