AI actions - Summarize text

Use the Summarize text 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 block of text. 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, a user submits meeting notes from which you want to identify the key action items and create a short summary. Use the Summarize text action with instructions to summarize the action items. The action generates a summary and stores it in a variable that you can use to build a report or notify stakeholders.

Configure the Summarize text 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. Type the text you want to summarize or insert a variable that contains the text in the Text to summarize 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 text field to store the result.

AI actions - Summarize text action fields and settings

Section	Field	Description	Variable
(Unlabeled)	Text to summarize	The text input to summarize.	Text
	Summary instructions	Defines the type of summary to generate. For example, Summarize in bullet points or Summarize in 100 words.	Text
Output	Summarized text	Stores the generated summary as text in an object. The output language matches the language of the input text.	Object