EON
Onboarding & EnrollmentAI skill

Debt Portfolio Analyzer

Analyzes all debts on a docket and calculates totals, projected savings, and progress.

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Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.

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How it works

Every step, in plain English

This is the exact flow that runs — no black box. Edit any step after you install it.

  1. 1
    Invoke skillTrigger

    Triggered from chat, a docket action, or a workflow step — with the entity context attached.

  2. 2
    Analyze debtsAI

    AI rolls up every linked debt into totals and projections.

  3. 3
    Return analysisEnd

    Reports total debt, projected savings, and progress.

Built for

The teams this serves

Debt SettlementLaw Firms
Building blocks

Powered by EON nodes

AI AgentAggregateCalculate KPIs

Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.

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Available inside EON

Run “Debt Portfolio Analyzer” on your business

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