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Power Platform Community / Forums / Power Automate / How to use AI Prompt f...
Power Automate
Suggested Answer

How to use AI Prompt for Salesforce Case descriptions and emails

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Posted on by 4
Hello,

Ideally i would like my flow to go:
1. Triggered by a closed Salesforce case under x user/channel
2. The case description and any attached email content (example attached) gets analysed by the "Create text using GPT as a prompt" model
3. The "Create text using GPT as a prompt" model summarises the contents, outcome, steps taken etc etc

I have attached my current draft flow below and curious if anyone has thoughts on it working etc. Would like specifics on my problem or if anyone can replicate the solution :)


Example of attached emails - case description.JPG
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  • Suggested answer
    CU26110138-0 Profile Picture
    16 on at

    Yes, totally doable.

    I’m at eesel AI, and teams usually trigger on case close, pull the case description plus any attached email bodies, send that combined text to a GPT summarization prompt (asking for outcome, steps taken, root cause, and next actions), then write the result back to the case as a note and/or create a draft reply using our AI Email Writer or AI Agent.

    Prompt tips: start with a short role instruction (you are a support summarizer), list the exact fields you want returned (summary, root cause, steps, recommended next action), and set a max length.

    Test in a sandbox and add a confidence flag so low-confidence summaries get queued for human review.

    If you want, I can draft the exact prompt and a sample flow you can paste into your automation tool.

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