Using the AI Summarize Workflow Action

AI Summarize Workflow Action

The AI Summarize action automatically creates a concise summary of a longer piece of text. This is useful for condensing information like customer feedback, meeting notes, or lengthy descriptions into a more manageable format for quick reading or for use in messages with character limits.

How It Works

When triggered, this action uses artificial intelligence to analyze your provided text. It identifies the most important points and main ideas, removes repetitive or less critical information, and restructures the content to create a shorter version that fits the length you specify.

Adding and Configuring the Action

To use the AI Summarize action, you need to add it to a workflow and configure its settings.

Step 1: Add the Action

In the workflow builder, search for "AI Summarize" in the list of available actions. Click to add it to your workflow canvas.

Step 2: Configure the Settings

After adding the action, you will need to configure the following settings in the action's properties panel:

• Action Name: Give the action a clear, descriptive name for easy identification within your workflow (e.g., "Summarize Review").
• Max Length: Define the desired length for your summary. You can specify the limit by:
  • Number of words
  • Number of characters
  • Number of sentences
  • Number of paragraphs
• Input Text: Provide the text you want to summarize. You can either:
  • Enter text directly as a static value.
  • Use the custom value picker to insert a dynamic variable containing the text from a previous step in the workflow.

Once you have configured these settings, click Save to confirm.

Using the Summary Output

After the action runs, the generated summary is saved as a custom variable. You can use this variable in subsequent actions within the same workflow. For example, you could:

• Send the summary in an SMS or email.
• Store it in a custom field on a contact or deal record.
• Display it in a notification.
• Pass it as input to another workflow action.

Example Use Cases

• Create SMS-Friendly Notes: When an appointment is booked, summarize the detailed notes from the booking form into a 160-character summary to send in a confirmation text message.
• Pipeline Update Summary: When a deal moves to a new stage, generate a one-paragraph summary of all related notes and activity history to email to the sales manager.
• Condense Customer Reviews: Automatically create a 50-word summary of a new online review and post it to a team communication channel.
• Meeting Notes Summary: Input a full meeting transcript to produce a one-paragraph executive summary for stakeholders.

Pricing

This action is part of the Premium Actions suite. Each execution of the AI Summarize action costs one cent ($0.01).

Frequently Asked Questions

Can I summarize text from multiple sources?

Yes. You can use other workflow actions, like the Custom Value action, to combine text from different variables or sources into a single block of text before using it as the input for the AI Summarize action.

Can I use multiple AI Summarize actions in a row?

Yes. You can chain these actions to progressively shorten text. For instance, you could create a 500-word summary first, and then use a second action to condense that summary down to 100 words.

How accurate are the summaries?

The AI is designed to maintain high accuracy by preserving key information and context. It is always a good practice to test the action with sample data from your business to ensure the results meet your expectations.

Can I tell the AI to exclude specific information?

The AI automatically determines what information is most important to include. There is not a direct setting to exclude specific phrases. If you need to remove certain details, consider using a workflow action to modify or clean the text before it is sent to the AI Summarize action.