video1.0<iframe src="https://www.loom.com/embed/85fbf43dd90c4912ba03dac4a0887fd6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/85fbf43dd90c4912ba03dac4a0887fd6-c47e0da1958d8706.gif226.047In this video, I walk you through creating a workflow for conversations that are already assigned to a team, specifically focusing on adding notes, tags, and AI-generated summaries automatically. I demonstrate how to set up the workflow using FinAI Agent, starting from the inbox and selecting the appropriate triggers and audience. I emphasize the importance of ensuring that the team assigned is correctly noted and that the workflow is set live once everything is configured. Please follow along and implement this process to enhance our conversation management. Your feedback on the workflow's effectiveness would be greatly appreciated.