AI actions - Summarize document

Important: 
  • The AI actions feature is available only when the feature is selected in the AI features for the tenant.

  • AI Actions have input limits to ensure safe and predictable results. Each action that analyzes or extracts information from text can process up to 100,000 characters and up to 1,000 repetitive pattern occurrences. Any input that exceeds these limits will not be processed. Some actions that only convert documents or images to text without analyzing the content, do not enforce these limits.

Use the Summarize document action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to generate a brief summary from a document. The action follows the instructions you provide and returns the result in a variable. You can use the summary to generate a report or send it for review.

For example, the legal team receives an uploaded contract and needs to extract key clauses and deadlines. Use the Summarize Document action with instructions to highlight the essential terms and obligations. The action generates a summary and stores it in a variable, that you can use to build a report.

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Configure the Summarize document action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Insert a variable that contains the document in the File field.

  3. Type instructions that describe the kind of summary to generate in the Summary instructions field.

  4. Select or create a variable in the Summarized document field to store the result.

Note: The summarized document is in the language of the input file, not the summary instructions.

AI actions - Summarize document action fields and settings

Section Field Description

Variable
(Unlabeled) File A variable that contains the document to summarize text from.
  • File limit includes 1 file per action.
  • Maximum supported file size is 25 MB.
  • Supported file types include .pdf, .jpg, .jpeg, .png, .bmp, .tiff, .heif, .docx, .xlsx, .pptx , .html

File
  Summary instructions Defines the type of summary to generate. For example, Summarize in bullet points or Summarize in 100 words. Text
Output Summarized document

Stores the generated summary as text in an object. The output language matches the language of the document.

Object