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Workflow Template: AI Case Summary Generator

Generates a structured AI narrative from case details for routing to downstream tools.

Updated today

The AI Case Summary Generator workflow template is designed to streamline case management by generating structured AI-powered narratives from case details. This workflow collects comprehensive case data, including notes, observables, events, and more, normalizes it, and converts it to TOON format if needed. It ensures data fits within a 4MB limit and produces a detailed Markdown report, which is then added as a key note to the case. This enhances efficiency in routing information to downstream tools, aiding in effective incident response and decision-making.

Optional Triggers

["The workflow is triggered on-demand with a single input parameter: Case ID"]

Use Cases

Case Management

Workflow Breakdown

  1. Collects case details, notes, observables, events, timeline, attachments and custom fields.

  2. Normalizes data and converts to TOON when necessary.

  3. Monitors prompt size and truncates or adjusts to fit the 4MB limit.

  4. Runs the AI Task as a structured SOC analyst to produce a Markdown report of case insights.

  5. Adds a summary as a key Note.

Vendors

Utils, Encoding Utils, Torq Cases

Tips

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