ClaimMate AI

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  ClaimMate AI Flowchart

💡 Inspiration

As a Salesforce Flow builder and business automation enthusiast, I wanted to create something that reduces the time support agents spend on writing repetitive emails — but without sacrificing empathy.

I also wanted to explore how AI can assist people, not replace them, by allowing users to review and edit AI suggestions before sending.

🛠️ What it does

ClaimMate AI is a no-code Salesforce Flow that:

• Retrieves a Case record
• Uses Prompt Builder to summarize the issue and draft a response
• Lets the user edit the message
• Sends the reply via EmailMessage
• Logs the message in the Case Activity timeline

🔧 How I built it

I used Salesforce Flow Builder to design the step-by-step logic, integrating Prompt Builder to generate text based on Case Subject and Description.

Then I created an editable text area where the user can modify the AI-generated response.

Finally, I used EmailMessage to send the message and automatically link it to the Case activity history.

🚧 Challenges I ran into

• Getting the Prompt Builder to output useful, short, and polite responses
• Making sure the edited message is saved and also used in the final email
• Ensuring the email gets properly logged in the Case timeline

🎓 What I learned

• How to integrate Prompt Builder in Flow effectively
• How to balance AI automation with human input
• How to use EmailMessage for sending and logging emails in Salesforce

🚀 What's next

• Adding language support (multi-lingual replies)
• Making the prompt more context-aware (include Case Priority or Product info)
• Turning this into a managed package or AppExchange app## Inspiration

Built With

• flow
• lightningappbuilder
• promptbuilder
• salesforce