How can an AI assistant automatically summarize a client's status (overdue tasks, recent work, deliverables) from stored communications and call data?

The member added an AI assistant (nicknamed 'Aaliyah/Leah') into their internal app that reads client data stored in Airtable and, with a prompt like 'catch me up on this client,' generates a summary in a few seconds. Example outputs included: whether the client is active but behind on deliverables, number of overdue tasks, recent milestones (e.g., a 360 review completed, savings identified from an S-corp election, documents signed), and open action items like missing tax documents. For a high-touch VIP client, it summarized active work streams such as interim financials, a pending personal tax refund, and a recent business valuation. The member said they built this after asking Claude how to consolidate call data for quick lookup, and Claude built the summarization logic for them. They noted the process is still being tuned for speed since some client summaries take longer to generate.