- AI-Agent
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Export Case CSV
Check case records and save a review CSV with rejection counts
Use this Agent instantly or customize it - no programming needed
- Ready case batchReady case batch
Your ready batch supplies its name and the cases you want to send for review.
- Linked approved case recordsLinked approved case records
Your linked approved case records supply the values for each row of the review CSV.
- CSV requirementsCSV requirements
You choose which fields to share, their column order, and which values every case needs.
Your case review tracker watches ready batches, reads linked cases, and keeps each CSV and review report.
- Case review reportCase review report
Your batch shows total, exported, and rejected counts, plus each rejected case's missing fields.
- Export statusExport status
Your batch shows whether the export finished or needs your attention.
- Export issueExport issue
Your batch names any missing source field or upload error that prevents a complete export.
- Export statusExport status
Your batch shows whether the export finished or needs your attention.
- Export issueExport issue
Your batch names any missing source field or upload error that prevents a complete export.
- Export statusExport status
Your batch shows whether the export finished or needs your attention.
- Review CSVReview CSV
Your batch holds a downloadable CSV with approved columns and one row per complete case.
- Case review reportCase review report
Your batch shows total, exported, and rejected counts, plus each rejected case's missing fields.
- Export statusExport status
Your batch shows whether the export finished or needs your attention.
This Agent starts when your team lead marks a case batch ready. It checks required values and saves valid cases in a CSV. Your batch shows counts and rejected case IDs.
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AirtableUsed as:
- Case review tracker
Airtable watches ready batches, reads linked cases, and keeps each CSV and review report.
monday.comUsed as:
- Case review tracker
monday.com watches ready batches, reads linked cases, and keeps each CSV and review report.
KintoneUsed as:
- Case review tracker
Kintone watches ready batches, reads linked cases, and keeps each CSV and review report.
Made for your industry
Export Case CSV is made for businesses in these industries.
- Government
Prepare agency case data for review and identify incomplete cases.
Show all Agents for the Government industry - Legal Services
Export complete case records for review and flag missing details.
Show all Agents for the Legal Services industry - Insurance
Prepare claim case data for review and list cases left out of the CSV.
Show all Agents for the Insurance industry - Private Investigation
Export investigation case records and flag files needing correction.
Show all Agents for the Private Investigation industry - Social Services
Prepare client case records for review and list cases missing details.
Show all Agents for the Social Services industry
Made for your role
Export Case CSV is made for people in these roles.
- Paralegal
Prepare case data for attorney review and list excluded records.
Show all Agents for the Paralegal role - Legal Assistant
Export complete case details for review and flag missing information.
Show all Agents for the Legal Assistant role - Claims Adjuster
Export complete claim cases for review and list cases needing fixes.
Show all Agents for the Claims Adjuster role - Data Coordinator
Put valid case rows into the approved CSV layout and flag rejected rows.
Show all Agents for the Data Coordinator role - Case Coordinator
Build review CSVs from complete cases and list cases needing fixes.
Show all Agents for the Case Coordinator role - Document Review Coordinator
Prepare case CSVs for reviewers and flag incomplete records.
Show all Agents for the Document Review Coordinator role - Case Manager
Prepare complete client cases for review and list files needing correction.
Show all Agents for the Case Manager role
Made for your department
Export Case CSV is made for people in these departments.
- Legal
Put approved case details into a review CSV and flag gaps.
Show all Agents for the Legal department - Data Operations
Build review CSVs with approved columns and reconcile row counts.
Show all Agents for the Data Operations department - Records Management
Prepare case exports with approved fields and track excluded records.
Show all Agents for the Records Management department - Investigations
Export case data for review and identify incomplete case files.
Show all Agents for the Investigations department - Case Management
Export complete case records and list cases that need correction.
Show all Agents for the Case Management department
How Export Case CSV works
5 steps, in order, on every run.
-
Read the case batchRead the ready batch and its linked cases from your case review tracker.
-
Check case valuesCheck each case against the required fields you choose. List missing fields beside rejected case IDs.
-
Save the review CSVWrite valid cases under your chosen headers, in your chosen order. Format values for a usable CSV file.
-
Reconcile the case countsCount linked, exported, and rejected cases. Confirm the totals match and list why cases were rejected.
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Attach the CSV and reportUpload the CSV to the batch, then record the counts and mark export complete. Record an error if upload fails.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Kintone.
3 tools
- Create a case batch table with a Ready for export checkbox, linked case records, a CSV attachment field, and fields for export status and the review report.
- Choose the case fields approved for sharing, their exact CSV header names and order, and which of those fields must have values.
- Set the team lead's batch naming rule and grant the Agent access to read cases and write the batch attachment and report.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Export Case CSV:
Yes. You choose the case fields and which ones need values. You also set the CSV headers and their order.
The Agent leaves those cases out of the CSV. Your batch report names their IDs and missing fields so your team lead can correct them.
An empty batch gets a zero-case report for your team lead, without a CSV. If upload fails, the batch stays incomplete and shows the error.
The Agent stops the export and names the missing field on your batch. You can fix the table or update your chosen export fields.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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