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

1. 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.
2. Select the AI tracking icon ().
   When records within the list change, you can summarize the changes.

   

3. Select Summarize.

Result

A summary of recent changes made to the list is generated.