EON
Payments & TrustAI skill

Payment History Review

Retrieves and summarizes a client’s complete payment history on demand.

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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
    Summarize historyAI

    AI pulls every payment and condenses it into a clear summary.

  3. 3
    Return summaryEnd

    Produces a readable history with totals.

Built for

The teams this serves

Debt SettlementLaw FirmsCreditors
Building blocks

Powered by EON nodes

AI AgentAggregate

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

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