csag_ActionGenerateAiAccountSummary
Generates an AI summary of a specific account record.
| Property | Value |
|---|
| Label | Generate Account AI Summary |
| Category | Account Summarization |
| Since | Spring 2026 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | account summary, ai, account, summary, overview |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
RecordId | Id | Record Id | RecordId | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
AccountSummary | String | Account Summary | The AI summary of the provided account record. | Yes |
AccountHighlights | String | Account Highlights | The account highlights section of the summary, for saving. | No |
KeyStakeholders | String | Key Stakeholders | The key stakeholders section of the summary, for saving. | No |
KpiProgress | String | KPI Progress | The KPI progress section of the summary, for saving. | No |
RisksAndBlockers | String | Risks and Blockers | The risks and blockers section of the summary, for saving. | No |
StrategicValueAchievements | String | Strategic Value Achievements | The strategic value achievements section of the summary, for saving. | No |
RelationalHealth | String | Relational Health | The relational health section of the summary, for saving. | No |
ImmediateActions | String | Immediate Actions | The immediate actions section of the summary, for saving. | No |
ExecutiveSummary | String | Executive Summary | The executive summary section of the summary, for saving. | No |
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