Step One: Starting the Flow

1. Flow Type: Record-Triggered Flow

2. Object: Natterbox AI

3. Trigger the Flow When: A record is created of updated

4. Condition Requirements: All Conditions Are Met (AND)

   1. Field: nbavs__PromptResults__c

   2. Operation: Equals

   3. Value: True

5. When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements

6. Optimize Flow: Actions and Related Records

Step Two: Obtaining the Call Reporting Record

1. Element: Get Records

2. Label: Get CRO

3. Object: Call Reporting

4. Condition Requirements: All Conditions Are Met (AND)

   1. Field: Id

   2. Operator: Equals

   3. Value: {!$Record.nbavs__CRO__c}
      AND

   4. Field: CreatedDate

   5. Operator: Greater Than or Equal

   6. Value: {!Last7days}

      1. Last7days is a formula that needs to be created.

      2. API Name = Last7days

      3. Date Type = Date

      4. Formula= TODAY()-7

Step Three: Obtaining the Task associated with the Call

1. Element: Get Records

2. Label: Get Task

3. Object: Task

4. Condition Requirements: All Conditions Are Met (AND)

   1. Field: nbavs__Call_Reporting__c

   2. Operator: Equals

   3. Value: {!Get_CR0.Id}

Step Four: Creating a new resource for the Task Description

1. Resource Type: Formula

2. API Name: NotesandSummary

3. Data Type: Text

4. Formula: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& {!$Record.FreeText_5aa4e684f32b__c}

Step Five: Updating the Description in the Task

1. Element: Update Records

2. Label: Update Task

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Update Records of This Object Type: Task

5. Condition Requirements to Update Records: All Conditions Are Met (AND)

   1. Field: Id

   2. Operator: Equals

   3. Value: {!Get_Task.Id}

6. Set Field Values for the Task Records:

   1. Field: Description

   2. Value: NotesandSummary