Ticket summary in a property

EVatsev
投稿者

Hi,

 

We are trying to use Breeze to generate ticket summaries. From reading : https://knowledge.hubspot.com/workflows/use-breeze-to-research-and-summarize-data-in-workflows it appears the summary is generated as a card, but we want to have it in a property.

 

The reason behind it is to be able to use it later for our own AI tool. Is there a way to save it in a propery? Or, could be somehow access whatever is stored on a card?

 

Thanks!

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Hi @EVatsev,

 

There you go:

 

karstenkoehler_0-1768402581868.png

 

You would use a different target property than "Ticket description", but you can set the value of a custom property to the outcome of the previous summary action.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Hi @EVatsev,

 

There you go:

 

karstenkoehler_0-1768402581868.png

 

You would use a different target property than "Ticket description", but you can set the value of a custom property to the outcome of the previous summary action.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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EVatsev
投稿者

Nice! Thanks @karstenkoehler 

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