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AI generated fields are a way for Penbox to keep your case data up to date automatically. Instead of a team member re-reading a form response or a document to fill in a field by hand, the AI does it: it reads everything already on the case and writes a structured value into the field you configured.
AI generated fields live on top of the regular data schema — a generated field is a normal field with an AI job attached to it. It can be referenced in steps, automations, and penscript exactly like any other field.

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How it works

For each AI generated field, you configure three things:
  • The field. Which data point the AI should maintain, and its type (text, number, choices, etc.).
  • The instructions. A plain-language description of what the field should contain — a summary, a classification, a derived score.
  • The trigger. The event that makes the AI run: for example, an intake form being completed, a document being uploaded, or a status change.
When the trigger fires, Penbox gathers everything already on the case — forms, contacts, documents, and existing data — and writes a structured value into the field. Common uses:
  • Summarize a claim as soon as the intake form is completed.
  • Classify a new case into a category and route it to the matching case template.
  • Derive a risk level or priority from the answers a client submitted.

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Generated values are always labeled

Every value written by the AI carries an AI badge in the case data panel, so anyone working on the case can tell which values were generated and which were entered by a person. Editing a generated field replaces the AI value with yours. From that point on, the field is treated as manual: the AI will not overwrite it again, even if the trigger fires again.
Use AI generated fields for data you want kept current without babysitting it, and let manual edits take over whenever a human needs to correct or refine the value.

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Configuring AI generated fields

AI generated fields are configured on case templates, through the case template assistant. Describe the job in plain language and it sets up the trigger, the target field, and the instructions for you — for example:
“Summarize the claim into claim_summary as soon as the intake form is completed.”
“Classify the case into case_category based on the intake form answers, and route it to the matching case template.”
You can also set up the same behavior manually from the case automations builder: add an automation with the Fill data with AI action, pick the fields to fill, and describe what the AI should write into each.
AI generated fields are configured per case template. Cases created from a template inherit its AI generated fields, the same way they inherit the rest of the data schema.

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Availability

AI generated fields are available today in all workspaces.

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Next Steps

Data Schema

Fields, sections, and visibility

Automations

Other ways cases update without manual intervention

Case Templates

Reusable blueprints for recurring case types

Penbox Agent for Case Templates

Configure AI generated fields with Penbox Agent