Process refunds with a clean audit trail
Processes refunds for overpayments or cancelled settlements with a full audit trail.
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.
- 2Prepare refundAI
AI assembles the refund with the right amount and reason.
- 3Issue refundAction
Submits the refund and logs it for audit.
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
Processes refunds for overpayments or cancelled settlements with a full audit trail.
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