Create case summary from settlement review notes automatically
Create case summary from settlement review notes automatically
Your settlement review notes on deals leave case teams without context for triage and follow-up. The flow copies notes into the case summary so managers have context same day.
Overview
When settlement review notes live only on deal records, case teams miss context and triage slows. This flow copies those notes into the case file so settlement managers have the right context same day and can move matters forward with fewer follow-ups.