Transmit and summarize calls for a colleague to resume a case without losing anything

What was done

Ad Vitam accompanies families without physical agency and coordinates hospitals, town halls, cemeteries or crematoriums. According to France Num, the AI is almost invisiblely integrated into its tools: transcription of calls, summary added to the file, extraction of document data, help in writing messages of condolences, identification of the financial assistance that can be mobilised. Each result is controlled by a collaborator. Main benefit: an advisor resumes a case immediately, without listening to the exchanges.

Before you start

Tool cited by the source: AI built into the business software. Fill in the bracketed items: [coller]. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.

The method, in three steps.

1. 01

   Gather the context

   Spot the bracketed items in the prompt ([coller]) and prepare what they ask for.

2. 02

   Adapt the prompt

   Copy the prompt below, replace the bracketed items, then paste it into the AI assistant you use. The cited tool (AI built into the business software) is not necessarily available to the public..

3. 03

   Reread before using

   Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.

Your starting point.

Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.

Here is the transcript of a customer call: [coller].

Produce a folder resume sheet:
- who called, what about (a sentence)
- decisions taken
- promises made by us, with deadline
- information to be checked
- Next action and responsible
No more than 12 lines. Do not deduct anything that has not been said; indicates inaudible or ambiguous passages.

What deserves your attention