> For the complete documentation index, see [llms.txt](https://docs.klink.cloud/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.klink.cloud/advanced-setup/workflow-automation/recipe-auto-case-log.md).

# Recipe: Auto Case Log

Use **Auto Case Log** so AI reads the conversation transcript and fills **blank** case-log fields for you. Pair it with other actions when you also want tags, categories, notes, or an internal summary comment.

## What Auto Case Log does

**Auto Case Log** lets AI read the transcript and fill in **blank case-log fields**. It does not replace fields that already have values.

{% hint style="info" %}
Tags, categories, dispositions, and internal comments are **separate** actions. To enrich a case more fully, chain them after Auto Case Log (see below).
{% endhint %}

## Before you begin

* Configure the wrap-up / Case Log fields under **Settings, then Case Log** (Disposition is built-in; add custom fields as needed).
* Decide whether this should run **automatically** (for example when a chat closes) or **on demand** (manual / custom workflow).

## Pattern A: fill case log when a chat closes

1. Go to **Workflow** and click **New workflow**.
2. Name it, for example **Auto case log on close**.
3. **Trigger:** **When a chat room is closed**.
4. **Conditions:** optional (for example a channel filter).
5. **Action:** **Auto Case Log**.
6. **Save** and enable the workflow.

## Pattern B: fuller auto-enrichment (recommended combo)

Chain actions in this order so AI fills blanks first, then you apply structured labels:

1. **Auto Case Log** (fill blank case-log fields from the transcript)
2. **Add Chat Tags** (fixed tags you choose)
3. **Set Categories** (up to 3 levels)
4. **Add Note** (optional fixed or process note on the case log)
5. **Set Disposition** (optional)
6. **Add Comment** (optional internal summary; see [AI conversation summary comment](/advanced-setup/workflow-automation/recipe-ai-conversation-summary-comment.md))
7. **Close Chat** (only if the conversation is still open; skip if you already triggered on close)

Use this combo in a **When run manually** workflow for one-click agent wrap-up, or on **When a chat room is closed** for automatic enrichment. For the manual wrap-up pattern, also see One-click wrap-up and [Manual Workflows Shortcut](https://docs.klink.cloud/advanced-setup/setup-workflow-automation/manual-workflows-shortcut).

## Re-run on past cases

Open the **CX Log**, select conversations, and use bulk **Run workflow** with a manual workflow that includes **Auto Case Log**. Cases without a conversation (for example plain call logs) are skipped.

## Related

* [Setup Workflow Automation](https://docs.klink.cloud/advanced-setup/setup-workflow-automation)
* [AI conversation summary comment](/advanced-setup/workflow-automation/recipe-ai-conversation-summary-comment.md)
* One-click wrap-up
* [Dispositions and wrap-up](https://docs.klink.cloud/advanced-setup/dispositions-and-wrap-up)