Prepare an update on the case file
ActaFlow reconstructs the documented activities and gathers colleagues' updates to prepare a response to the client.
The request
Gather documents and colleagues' updates and prepare a draft update to the client on the status of the case.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Choose the case and colleaguesSpecify the client's question and select the documents, communications, and contacts to involve.
- Reconstruct the documented activitiesActaFlow orders tasks, documents received, and still-open requests, along with their references.
- Ask colleagues for updatesColleagues confirm completed tasks, documents received, and points still pending.
- Verify the status to communicateThe professional checks the facts and confirms what to communicate and which dates to state.Manager check
- Prepare the client updateActaFlow writes the draft with completed tasks, open requests, and confirmed next steps.
Activities with reference documents
The timeline links the stages of the case to the selected materials.
Updates confirmed by colleagues
Activities carried out outside of emails are only included once confirmed by the relevant contact.
Response ready for review
The draft reflects the status verified by the professional and any requests still open.
How you set up the automation
ActaFlow orders tasks, documents received, and still-open requests, along with their references. The professional checks the facts and confirms what to communicate and which dates to state.
What you need
- Selected case documents and notes
- Relevant emails or authorised Gmail conversations
- Colleagues' updates and communication template
Choose the case and colleagues
Specify the client's question and select the documents, communications, and contacts to involve.
Reconstruct the documented activities
ActaFlow orders tasks, documents received, and still-open requests, along with their references.
Ask colleagues for updates
Colleagues confirm completed tasks, documents received, and points still pending.
Verify the status to communicate
The professional checks the facts and confirms what to communicate and which dates to state.
Prepare the client update
ActaFlow writes the draft with completed tasks, open requests, and confirmed next steps.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
How are activities carried out outside of emails included?
Colleagues describe and confirm them in the work plan. ActaFlow includes them in the summary, indicating the relevant contact.
Does the client automatically receive the update?
This example prepares a draft after the professional's review. The contact decides how and when to send it.
What information does it use to prepare the update?
Provide the updated case materials and indicate which information can be shared. The contact checks that the draft distinguishes completed activities from points still open.
Can I review the message before it's sent?
Yes. Ask for only the draft to be prepared and allow for review by the contact. Any sending requires a connected tool and the relevant permissions.
Prepare a case update
Select the case and indicate the colleagues who need to confirm the activities.