Appendix – Actions used in this implementation: Build Agentforce AI Agent Part 6

public class DynamicEventQueryService {
    
    public class Request {
        @InvocableVariable(required=true)
        public String userQuery;
    }
    
    @InvocableMethod(label='Query Events with Natural Language' description='Process natural language queries to find relevant events')
    public static List<String> queryEvents(List<Request> requests) {
        List<String> allResults = new List<String>();
        
        for (Request req : requests) {
            try {
                // Parse the natural language query
                QueryParameters params = parseUserQuery(req.userQuery);
                
                // Build dynamic SOQL query
                String soqlQuery = buildEventQuery(params);
                
                // Execute query
                List<Event> events = Database.query(soqlQuery);
                
                System.debug('Found ' + events.size() + ' events for query: ' + req.userQuery);
                System.debug('Generated SOQL: ' + soqlQuery);
                
                // Generate HTML response
                String htmlResponse = generateHTMLResponse(events, req.userQuery);
                allResults.add(htmlResponse);
                
            } catch (Exception e) {
                System.debug('Error processing event query: ' + e.getMessage() + '\n' + e.getStackTraceString());
                allResults.add('<p style="color: red;">Error: Unable to process query - ' + e.getMessage() + '</p>');
            }
        }
        
        return allResults;
    }
    
    // Generate HTML response with clickable links
    private static String generateHTMLResponse(List<Event> events, String originalQuery) {
        if (events.isEmpty()) {
            return '<p>No events found matching your query.</p>';
        }
        
        String html = '<ul style="list-style-type: none; padding-left: 0;">';
        
        for (Event evt : events) {
            html += '<li style="margin-bottom: 15px; padding: 10px; border-left: 3px solid #0176d3; background-color: #f8f9fa;">';
            
            // Event subject with link
            html += '<strong><a href="/' + evt.Id + '" target="_blank" style="color: #0176d3; text-decoration: none;">';
            html += (String.isNotBlank(evt.Subject) ? evt.Subject : 'Untitled Event') + '</a></strong><br/>';
            
            // Date and time
            if (evt.StartDateTime != null) {
                String formattedDateTime = evt.StartDateTime.format('EEEE, MMMM dd, yyyy \'at\' h:mm a');
                html += '<span style="color: #706e6b;">📅 ' + formattedDateTime + '</span><br/>';
            }
            
            // Location
            if (String.isNotBlank(evt.Location)) {
                html += '<span style="color: #706e6b;">📍 ' + evt.Location + '</span><br/>';
            }
            
            // Related Account/Opportunity (What)
            if (evt.WhatId != null && String.isNotBlank(evt.What?.Name)) {
                String whatType = String.valueOf(evt.WhatId).startsWith('006') ? 'Opportunity' : 'Account';
                html += '<span style="color: #706e6b;">🏢 ' + whatType + ': ';
                html += '<a href="/' + evt.WhatId + '" target="_blank" style="color: #0176d3;">' + evt.What.Name + '</a></span><br/>';
            }
            
            // Related Contact/Lead (Who)
            if (evt.WhoId != null && String.isNotBlank(evt.Who?.Name)) {
                String whoType = String.valueOf(evt.WhoId).startsWith('003') ? 'Contact' : 'Lead';
                html += '<span style="color: #706e6b;">👤 ' + whoType + ': ';
                html += '<a href="/' + evt.WhoId + '" target="_blank" style="color: #0176d3;">' + evt.Who.Name + '</a></span><br/>';
            }
            
            // Description (truncated)
            if (String.isNotBlank(evt.Description)) {
                String shortDesc = evt.Description.length() > 100 ? 
                    evt.Description.substring(0, 100) + '...' : evt.Description;
                html += '<span style="color: #706e6b; font-style: italic;">' + shortDesc + '</span>';
            }
            
            html += '</li>';
        }
        
        html += '</ul>';
        
        return html;
    }
    
    // Parse natural language query to extract parameters
    private static QueryParameters parseUserQuery(String userQuery) {
        QueryParameters params = new QueryParameters();
        String queryLower = userQuery.toLowerCase();
        
        // Determine time filter
        if (queryLower.contains('upcoming') || queryLower.contains('future')) {
            params.timeFilter = 'upcoming';
        } else if (queryLower.contains('past') || queryLower.contains('previous') || queryLower.contains('completed')) {
            params.timeFilter = 'past';
        } else if (queryLower.contains('today')) {
            params.timeFilter = 'today';
        } else if (queryLower.contains('this week')) {
            params.timeFilter = 'thisWeek';
        } else if (queryLower.contains('this month')) {
            params.timeFilter = 'thisMonth';
        } else {
            params.timeFilter = 'upcoming'; // Default to upcoming
        }
        
        // Extract account name if mentioned
        params.accountName = extractAccountName(userQuery);
        
        // Extract opportunity name if mentioned
        params.opportunityName = extractOpportunityName(userQuery);
        
        // Extract contact name if mentioned
        params.contactName = extractContactName(userQuery);
        
        System.debug('Parsed query parameters: ' + JSON.serialize(params));
        
        return params;
    }
    
    // Extract account name from query
    private static String extractAccountName(String userQuery) {
        String queryLower = userQuery.toLowerCase();
        
        // Look for patterns like "for [account name]", "with [account name]", "at [account name]"
        List<String> accountPatterns = new List<String>{
            'for account ',
            'with account ',
            'at account ',
            'for ',
            'with ',
            'at '
        };
        
        for (String pattern : accountPatterns) {
            Integer startIndex = queryLower.indexOf(pattern);
            if (startIndex != -1) {
                startIndex += pattern.length();
                
                // Find the end of the account name (next preposition or end of string)
                List<String> stopWords = new List<String>{' and ', ' or ', ' that ', ' which ', ' where ', ' when '};
                Integer endIndex = userQuery.length();
                
                for (String stopWord : stopWords) {
                    Integer stopIndex = queryLower.indexOf(stopWord, startIndex);
                    if (stopIndex != -1 && stopIndex < endIndex) {
                        endIndex = stopIndex;
                    }
                }
                
                if (startIndex < endIndex) {
                    String accountName = userQuery.substring(startIndex, endIndex).trim();
                    if (String.isNotBlank(accountName) && accountName.length() > 2) {
                        return accountName;
                    }
                }
            }
        }
        
        return null;
    }
    
    // Extract opportunity name from query
    private static String extractOpportunityName(String userQuery) {
        String queryLower = userQuery.toLowerCase();
        
        // Look for patterns that suggest opportunity names
        List<String> opportunityPatterns = new List<String>{
            'opportunity ',
            'opportunities for ',
            'deal ',
            'project '
        };
        
        for (String pattern : opportunityPatterns) {
            Integer startIndex = queryLower.indexOf(pattern);
            if (startIndex != -1) {
                startIndex += pattern.length();
                
                // Find the end of the opportunity reference
                List<String> stopWords = new List<String>{' and ', ' or ', ' that ', ' which ', ' where ', ' when ', ' events'};
                Integer endIndex = userQuery.length();
                
                for (String stopWord : stopWords) {
                    Integer stopIndex = queryLower.indexOf(stopWord, startIndex);
                    if (stopIndex != -1 && stopIndex < endIndex) {
                        endIndex = stopIndex;
                    }
                }
                
                if (startIndex < endIndex) {
                    String opportunityName = userQuery.substring(startIndex, endIndex).trim();
                    if (String.isNotBlank(opportunityName) && opportunityName.length() > 2) {
                        return opportunityName;
                    }
                }
            }
        }
        
        return null;
    }
    
    // Extract contact name from query
    private static String extractContactName(String userQuery) {
        String queryLower = userQuery.toLowerCase();
        
        // Look for patterns that suggest contact names
        List<String> contactPatterns = new List<String>{
            'with ',
            'contact ',
            'person ',
            'attendee '
        };
        
        for (String pattern : contactPatterns) {
            Integer startIndex = queryLower.indexOf(pattern);
            if (startIndex != -1) {
                startIndex += pattern.length();
                
                // Find the end of the contact name
                List<String> stopWords = new List<String>{' and ', ' or ', ' that ', ' which ', ' where ', ' when ', ' events'};
                Integer endIndex = userQuery.length();
                
                for (String stopWord : stopWords) {
                    Integer stopIndex = queryLower.indexOf(stopWord, startIndex);
                    if (stopIndex != -1 && stopIndex < endIndex) {
                        endIndex = stopIndex;
                    }
                }
                
                if (startIndex < endIndex) {
                    String contactName = userQuery.substring(startIndex, endIndex).trim();
                    // Look for typical name patterns (First Last or First Middle Last)
                    if (String.isNotBlank(contactName) && contactName.contains(' ') && contactName.length() > 3) {
                        return contactName;
                    }
                }
            }
        }
        
        // Also check for direct name patterns (Firstname Lastname)
        List<String> words = userQuery.split(' ');
        for (Integer i = 0; i < words.size() - 1; i++) {
            String word1 = words[i].trim();
            String word2 = words[i + 1].trim();
            
            // Check if both words start with capital letter (likely names)
            if (word1.length() > 1 && word2.length() > 1 && 
                isCapitalized(word1) && isCapitalized(word2) &&
                !isCommonWord(word1.toLowerCase()) && !isCommonWord(word2.toLowerCase())) {
                return word1 + ' ' + word2;
            }
        }
        
        return null;
    }
    
    // Helper method to check if a word is capitalized
    private static Boolean isCapitalized(String word) {
        if (String.isBlank(word) || word.length() == 0) {
            return false;
        }
        
        String firstChar = word.substring(0, 1);
        return firstChar == firstChar.toUpperCase() && firstChar != firstChar.toLowerCase();
    }
    
    // Helper method to identify common non-name words
    private static Boolean isCommonWord(String word) {
        Set<String> commonWords = new Set<String>{
            'events', 'event', 'meeting', 'meetings', 'call', 'calls', 'with', 'for', 'and', 'or', 'the', 'a', 'an',
            'upcoming', 'past', 'future', 'today', 'tomorrow', 'yesterday', 'this', 'next', 'last', 'week', 'month',
            'account', 'opportunity', 'contact', 'show', 'find', 'get', 'list', 'display', 'where', 'when', 'what'
        };
        return commonWords.contains(word);
    }
    
    // Build dynamic SOQL query based on parsed parameters
    private static String buildEventQuery(QueryParameters params) {
        List<String> selectFields = new List<String>{
            'Id', 'Subject', 'StartDateTime', 'EndDateTime', 'Location', 
            'Description', 'WhatId', 'WhoId', 'Type', 'IsAllDayEvent',
            'What.Name', 'Who.Name'
        };
        
        String query = 'SELECT ' + String.join(selectFields, ', ') + ' FROM Event';
        
        List<String> whereConditions = new List<String>();
        
        // Add time-based filters
        switch on params.timeFilter {
            when 'upcoming' {
                whereConditions.add('StartDateTime >= TODAY');
            }
            when 'past' {
                whereConditions.add('StartDateTime < TODAY');
            }
            when 'today' {
                whereConditions.add('StartDateTime = TODAY');
            }
            when 'thisWeek' {
                whereConditions.add('StartDateTime = THIS_WEEK');
            }
            when 'thisMonth' {
                whereConditions.add('StartDateTime = THIS_MONTH');
            }
        }
        
        // Add account-based filtering
        if (String.isNotBlank(params.accountName)) {
            String accountSubquery = '(SELECT Id FROM Account WHERE Name LIKE \'%' + 
                                   String.escapeSingleQuotes(params.accountName) + '%\')';
            whereConditions.add('WhatId IN ' + accountSubquery);
        }
        
        // Add opportunity-based filtering
        if (String.isNotBlank(params.opportunityName)) {
            String opportunitySubquery = '(SELECT Id FROM Opportunity WHERE Name LIKE \'%' + 
                                       String.escapeSingleQuotes(params.opportunityName) + '%\')';
            whereConditions.add('WhatId IN ' + opportunitySubquery);
        }
        
        // Add contact-based filtering
        if (String.isNotBlank(params.contactName)) {
            String contactSubquery = '(SELECT Id FROM Contact WHERE Name LIKE \'%' + 
                                    String.escapeSingleQuotes(params.contactName) + '%\')';
            whereConditions.add('WhoId IN ' + contactSubquery);
        }
        
        // Build WHERE clause
        if (!whereConditions.isEmpty()) {
            query += ' WHERE ' + String.join(whereConditions, ' AND ');
        }
        
        // Add ORDER BY
        if (params.timeFilter == 'past') {
            query += ' ORDER BY StartDateTime DESC';
        } else {
            query += ' ORDER BY StartDateTime ASC';
        }
        
        // Add LIMIT
        query += ' LIMIT 100';
        
        System.debug('Generated SOQL: ' + query);
        
        return query;
    }
    
    // Helper class to store parsed query parameters
    private class QueryParameters {
        public String timeFilter = 'upcoming';
        public String accountName;
        public String opportunityName;
        public String contactName;
    }
}

You are an expert enterprise sales strategist helping a sales representative prepare for an upcoming customer meeting. Using the provided account data, opportunity history, and past interactions, generate a rich HTML-formatted meeting preparation brief. Your goal is to make the sales rep confident, informed, and able to drive strategic conversation aligned with the client’s priorities.

You will receive the following input:
Grounding variable: {!$Flow:Meeting_Prep_Grounding.Prompt}
This includes:
Account Information: Name, Industry, Annual Revenue
Opportunity Details: Multiple open opportunities with Name, Amount, Stage, and Close Date
Event History: Recent meetings or calls with dates and summarized notes

Instructions:
Analyze the data and generate a 300–500 word structured meeting preparation brief with clear sections. Focus on surfacing high-impact insights and actionable next steps.
Output Sections (required):
Account Overview

1–2 sentence summary of the account
Industry, size, and strategic value of the account
Recent Opportunity Status
List top 3–5 open opportunities
Include stage, close date, and short recommendation (bundle, prioritize, drop, etc.)
Key Recent Interactions
Summarize the last 1–2 meaningful events
Highlight themes, action items, or stated goals
Key Stakeholders
Identify named decision-makers or influencers
Note their roles, interests, and priorities
Discussion Points
Recommend 3–5 points to raise in the meeting
Include strategic follow-ups and suggested next steps
Action Items & Preparation
List 3–5 things the rep must do before the meeting
Include materials to prepare, stakeholders to reach out to, or internal reviews

Output Format:
Return everything as styled HTML (do not use Markdown or code blocks)
Use rich formatting: headings, bold text, and emojis in bullets for visual clarity
Keep it scannable and organized for UI display
Do not include headings like “Input Data” or “Prompt” in your response

You are a formatting assistant responsible for converting HTML content into rich text format for use in Salesforce email bodies.
You will receive full HTML content that may include tags such as <!DOCTYPE html>, <html>, <head>, <style>, and <body>. Your task is to convert this HTML into clean, readable rich text that maintains formatting without HTML tags.
Ensure the following:
Remove ALL HTML tags completely (including <!DOCTYPE html>, <html>, <head>, <style>, <body>, <h1>, <h2>, <p>, <ul>, <li>, <strong>, <span>, etc.)
Convert HTML headings to properly formatted text with clear hierarchy using line breaks and spacing
Convert bullet points and lists to plain text with bullet symbols (•) or dashes (-)
Convert bold/strong text to ALL CAPS or bold markdown formatting
Preserve line breaks and paragraph spacing for readability
Retain any emojis as-is
Remove any inline styles, scripts, meta tags, or title tags
Final output must be clean, readable rich text that displays well in any email client

Use the information below to generate the cleaned meeting prep content: {!$Input:Meeting_Prep_Notes}

You are a sales assistant helping a rep summarize a customer meeting. Based on the rep’s input {!$Input:User_Input} — which may include raw notes, bullet points, or short summaries — return two things:
A detailed, professional summary of the meeting written in paragraph form (about 3–6 sentences).
A list of follow-up tasks written as simple bullet points, one per task.
oGuidelines:
The meeting summary should clearly capture key discussion points, decisions made, and any next steps.
Follow-up tasks should be phrased as clear, actionable items the rep needs to complete (e.g., Send onboarding plan to customer).
Only include tasks that are explicitly mentioned or strongly implied by the input.
If no tasks are needed, do not include the list.

public class EventListByEntityService {

    public class Request {
        @InvocableVariable(required=true)
        public Id recordId;
    }

    @InvocableMethod(label='Find Past Events' description='Returns HTML list of past events for a given Account or Opportunity')
    public static List<String> findEvents(List<Request> requests) {
        List<String> results = new List<String>();

        if (requests == null || requests.isEmpty() || requests[0].recordId == null) {
            results.add('<p style="color: red;">Error: No recordId provided.</p>');
            return results;
        }

        Id recordId = requests[0].recordId;
        String entityType = 'General';
        String prefix = String.valueOf(recordId).substring(0, 3);
        if (prefix == '001') {
            entityType = 'Account';
        } else if (prefix == '006') {
            entityType = 'Opportunity';
        }

        List<Event> events = [
            SELECT Id, Subject, StartDateTime, WhatId, What.Name, Location, Description
            FROM Event
            WHERE WhatId = :recordId
            AND StartDateTime <= :System.now()
            ORDER BY StartDateTime DESC
            LIMIT 5
        ];

        if (events.isEmpty()) {
            results.add('<p>No past events found for this ' + entityType + '.</p>');
            return results;
        }

        String html = '<ul style="list-style-type: none; padding-left: 0;">';

        for (Event evt : events) {
            html += '<li style="margin-bottom: 15px; padding: 10px; border-left: 3px solid #0176d3; background-color: #f8f9fa;">';

            // Subject + link
            html += '<strong><a href="/' + evt.Id + '" target="_blank" style="color: #0176d3; text-decoration: none;">';
            html += (String.isNotBlank(evt.Subject) ? evt.Subject : 'Untitled Event') + '</a></strong><br/>';

            // Date/time
            if (evt.StartDateTime != null) {
                String formatted = evt.StartDateTime.format('EEEE, MMMM dd, yyyy \'at\' h:mm a');
                html += '<span style="color: #706e6b;">📅 ' + formatted + '</span><br/>';
            }

            // Location
            if (String.isNotBlank(evt.Location)) {
                html += '<span style="color: #706e6b;">📍 ' + evt.Location + '</span><br/>';
            }

            // Related record
            if (evt.WhatId != null && evt.What != null) {
                html += '<span style="color: #706e6b;">🏢 ' + entityType + ': ';
                html += '<a href="/' + evt.WhatId + '" target="_blank" style="color: #0176d3;">' + evt.What.Name + '</a></span><br/>';
            }

            // Description (optional)
            if (String.isNotBlank(evt.Description)) {
                String shortDesc = evt.Description.length() > 100 ? evt.Description.substring(0, 100) + '...' : evt.Description;
                html += '<span style="color: #706e6b; font-style: italic;">' + shortDesc + '</span>';
            }

            html += '</li>';
        }

        html += '</ul>';
        results.add(html);
        return results;
    }
}

public class UpdateEventDescriptionService {

    public class Request {
        @InvocableVariable(required=true)
        public Id eventId;

        @InvocableVariable(required=true)
        public String notes;
    }

    public class Response {
        @InvocableVariable
        public Boolean success;

        @InvocableVariable
        public String message;

        @InvocableVariable
        public String eventHtml; // HTML summary of updated event
    }

    @InvocableMethod(label='Update Event Description' description='Updates Event.Description and returns HTML summary of updated event')
    public static List<Response> updateDescription(List<Request> requests) {
        List<Response> responses = new List<Response>();

        for (Request req : requests) {
            Response res = new Response();

            try {
                Event evt = [
                    SELECT Id, Subject, StartDateTime, WhatId, What.Name, Location, Description
                    FROM Event
                    WHERE Id = :req.eventId
                    LIMIT 1
                ];

                evt.Description = req.notes;
                update evt;

                res.success = true;
                res.message = 'Event description updated successfully.';
                res.eventHtml = buildHtml(evt);

            } catch (Exception e) {
                res.success = false;
                res.message = 'Failed to update event: ' + e.getMessage();
                res.eventHtml = '';
            }

            responses.add(res);
        }

        return responses;
    }

    private static String buildHtml(Event evt) {
        String html = '<ul style="list-style-type: none; padding-left: 0;">';

        html += '<li style="margin-bottom: 15px; padding: 10px; border-left: 3px solid #0176d3; background-color: #f8f9fa;">';

        html += '<strong><a href="/' + evt.Id + '" target="_blank" style="color: #0176d3; text-decoration: none;">';
        html += (String.isNotBlank(evt.Subject) ? evt.Subject : 'Untitled Event') + '</a></strong><br/>';

        if (evt.StartDateTime != null) {
            String formatted = evt.StartDateTime.format('EEEE, MMMM dd, yyyy \'at\' h:mm a');
            html += '<span style="color: #706e6b;">📅 ' + formatted + '</span><br/>';
        }

        if (String.isNotBlank(evt.Location)) {
            html += '<span style="color: #706e6b;">📍 ' + evt.Location + '</span><br/>';
        }

        if (evt.WhatId != null && evt.What != null) {
            String entityType = String.valueOf(evt.WhatId).startsWith('006') ? 'Opportunity' : 'Account';
            html += '<span style="color: #706e6b;">🏢 ' + entityType + ': ';
            html += '<a href="/' + evt.WhatId + '" target="_blank" style="color: #0176d3;">' + evt.What.Name + '</a></span><br/>';
        }

        if (String.isNotBlank(evt.Description)) {
            String shortDesc = evt.Description.length() > 100 ? evt.Description.substring(0, 100) + '...' : evt.Description;
            html += '<span style="color: #706e6b; font-style: italic;">' + shortDesc + '</span>';
        }

        html += '</li></ul>';
        return html;
    }
}

public class CreateEvent {

    public class Request {
        @InvocableVariable(required=true)
        public Id whatId;

        @InvocableVariable(required=true)
        public String subject;

        @InvocableVariable(required=true)
        public String description;

        @InvocableVariable(required=true)
        public Date eventDate;

        @InvocableVariable(required=true)
        public String eventTime;

        @InvocableVariable
        public Integer durationInMinutes;
    }

    public class Response {
        @InvocableVariable public Boolean success;
        @InvocableVariable public String message;
        @InvocableVariable public Id eventId;
        @InvocableVariable public String eventHtml;
    }

    @InvocableMethod(label='Create Event' description='Creates a new Event from separate date, time, and duration input')
    public static List<Response> createEvents(List<Request> requests) {
        List<Response> responses = new List<Response>();

        for (Request req : requests) {
            Response res = new Response();

            try {
                Time parsedTime = parseTime(req.eventTime);
                DateTime startDT = DateTime.newInstance(req.eventDate, parsedTime);
                Integer duration = req.durationInMinutes != null ? req.durationInMinutes : 30;
                DateTime endDT = startDT.addMinutes(duration);

                Event evt = new Event();
                evt.WhatId = req.whatId;
                evt.Subject = req.subject;
                evt.Description = req.description;
                evt.StartDateTime = startDT;
                evt.EndDateTime = endDT;
                evt.OwnerId = UserInfo.getUserId();

                insert evt;

                res.success = true;
                res.message = 'Event created successfully.';
                res.eventId = evt.Id;
                res.eventHtml = buildHtml(evt);

            } catch (Exception e) {
                res.success = false;
                res.message = 'Failed to create event: ' + e.getMessage();
                res.eventHtml = '';
            }

            responses.add(res);
        }

        return responses;
    }

    private static Time parseTime(String input) {
        input = input.trim().toLowerCase();

        // 24h format: "15:00"
        if (Pattern.matches('\\d{1,2}:\\d{2}', input)) {
            List<String> parts = input.split(':');
            Integer hour = Integer.valueOf(parts[0]);
            Integer minute = Integer.valueOf(parts[1]);
            return Time.newInstance(hour, minute, 0, 0);
        }

        // 12h format: "3:00 PM"
        Matcher m = Pattern.compile('(\\d{1,2}):(\\d{2})\\s*(am|pm)').matcher(input);
        if (m.matches()) {
            Integer hour = Integer.valueOf(m.group(1));
            Integer minute = Integer.valueOf(m.group(2));
            String ampm = m.group(3);

            if (ampm == 'pm' && hour < 12) hour += 12;
            if (ampm == 'am' && hour == 12) hour = 0;

            return Time.newInstance(hour, minute, 0, 0);
        }

        throw new IllegalArgumentException('Invalid time format: ' + input);
    }

    private static String buildHtml(Event evt) {
        String html = '<ul style="list-style-type: none; padding-left: 0;">';
        html += '<li style="margin-bottom: 15px; padding: 10px; border-left: 3px solid #0176d3; background-color: #f8f9fa;">';

        html += '<strong><a href="/' + evt.Id + '" target="_blank" style="color: #0176d3; text-decoration: none;">';
        html += (String.isNotBlank(evt.Subject) ? evt.Subject : 'Untitled Event') + '</a></strong><br/>';

        if (evt.StartDateTime != null) {
            String formatted = evt.StartDateTime.format('EEEE, MMMM dd, yyyy \'at\' h:mm a');
            html += '<span style="color: #706e6b;">📅 ' + formatted + '</span><br/>';
        }

        if (evt.WhatId != null) {
            String entityType = String.valueOf(evt.WhatId).startsWith('006') ? 'Opportunity' : 'Account';
            html += '<span style="color: #706e6b;">🏢 ' + entityType + ': ';
            html += '<a href="/' + evt.WhatId + '" target="_blank" style="color: #0176d3;">' + evt.WhatId + '</a></span><br/>';
        }

        if (String.isNotBlank(evt.Description)) {
            String shortDesc = evt.Description.length() > 100 ? evt.Description.substring(0, 100) + '...' : evt.Description;
            html += '<span style="color: #706e6b; font-style: italic;">' + shortDesc + '</span>';
        }

        html += '</li></ul>';
        return html;
    }
}