Track record list changes
Get an AI-generated summary of recent changes made to a list without manually reviewing each record.
Before you begin
Role required: sn_ai_filter_tracker.user, workspace_user
Procedure
Open a workspace list in your instance.
Note:
- This feature doesn't work on related lists.
- This feature is limited to tables that extend task.
- The list must have less than 100 records.
- You can only track five lists at a time.
- Select the AI tracking icon (
Image omitted: icon-ai-tracking.png
AI tracking icon\).
AI tracking icon\).
When records within the list change, you can summarize the changes.
Image omitted: notification-ai-list-tracker.png
Summarize recent changes
Summarize recent changes
- Select Summarize.
Result
A summary of recent changes made to the list is generated.
Image omitted: summary-ai-list-tracker.png
Summary of recent changes
Summary of recent changes