Review payment history at a glance with AI
Retrieves and summarizes a client’s complete payment history on demand.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Summarize historyAI
AI pulls every payment and condenses it into a clear summary.
- 3Return summaryEnd
Produces a readable history with totals.
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Retrieves and summarizes a client’s complete payment history on demand.
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