Track settlement progress against the plan
Tracks settlement status, payments made, remaining balance, and deadlines.
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.
- 2Compute progressAI
AI rolls up payments and deadlines into a live progress view.
- 3Return progressEnd
Reports status, paid-to-date, balance, and next deadline.
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
Tracks settlement status, payments made, remaining balance, and deadlines.
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