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Is there a way to automate task creations using the summary function in Front?

  • November 25, 2025
  • 2 replies
  • 44 views

broc_afseth

Good evening, 

A lot of my job requires tasking and directing Inventory Control clerks to help solve problems or to do repetitive tasks.
I have a question: 
Is it possible to use the summary function in front, and automatically create a list of tasks to accomplish a goal or find a solution, and allow the leads and supervisors to then assign those generated tasks to clerks so they have a step-by-step guide as how we want a task completed?

For example, a customer requests a cycle count of a certain product, under a specific lot. Could we use the summary of the email, using AI, to generate a task list?  We can then expand or simplify the task list and then assign it to someone. 

This way too, if a customer requests what a process looks like, then we can give them bullet points and a look into what our process was, and we can fine tune if there is a disconnect or if a problem arises, we can see where it started and correct it from there, rather than trying to retrace every step clerks take, losing time and focus on other tasks. 

Plus, this would help train and introduce clerks who are getting used to responding to and creating emails. It would streamline what they’re looking at, what steps they would need to go through to solve a problem or find where to look for the right solution, and allow them to do it with confidence. 

2 replies

rmace
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  • Conversationalist
  • November 25, 2025

We've done something similar with external AI agents. We utilize a webhook with a rule. The rule fires, sends the webhook to the AI agent and then it processes and either generates a reply or comments via API on the conversation with the relevant information. This approach allows you to train the AI and give it all the needed information to accurately respond to your specific industry/company needs. 


gareth_butcher
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  • Conversationalist
  • November 26, 2025

Good evening, 

A lot of my job requires tasking and directing Inventory Control clerks to help solve problems or to do repetitive tasks.
I have a question: 
Is it possible to use the summary function in front, and automatically create a list of tasks to accomplish a goal or find a solution, and allow the leads and supervisors to then assign those generated tasks to clerks so they have a step-by-step guide as how we want a task completed?

For example, a customer requests a cycle count of a certain product, under a specific lot. Could we use the summary of the email, using AI, to generate a task list?  We can then expand or simplify the task list and then assign it to someone. 

This way too, if a customer requests what a process looks like, then we can give them bullet points and a look into what our process was, and we can fine tune if there is a disconnect or if a problem arises, we can see where it started and correct it from there, rather than trying to retrace every step clerks take, losing time and focus on other tasks. 

Plus, this would help train and introduce clerks who are getting used to responding to and creating emails. It would streamline what they’re looking at, what steps they would need to go through to solve a problem or find where to look for the right solution, and allow them to do it with confidence. 

This is a really good idea — and it’s something we’d love to see.

We already use Tasks, but it would be extremely useful if completed tasks automatically showed a checkmark inside the original conversation. Even better, if completing the task automatically re-opened the original conversation, it would notify the original assignee and help prevent anything from slipping through the cracks.

It would also be great to have a simple progress-bar style view showing all tasks linked to the conversation, so we can quickly see what’s pending, what’s completed, and how far along the workflow is.