Workflow Action - AI Summarize

The AI Summarize action uses AI to automatically condense long content into concise summaries. Simply specify your desired summary length and input text, and the action will generate a shortened version while preserving key information. How It WorksThe action processes your input text through AI to: Identify key points and main ideasRemove redundant informationRestructure content to fit your specified lengthMaintain context and readabilitySetup InstructionsStep 1: Add the ActionSearch for "AI Summarize" in the workflow actions menu and add it to your workflow.

Step 2: Configure Settings

Action Name: Give your action a descriptive name (e.g., "Summarize Customer Review")Max Length Input: Specify your desired summary lengthNumber of words (e.g., "50 words")Number of characters (e.g., "280 characters")Number of sentences (e.g., "3 sentences")Number of paragraphs (e.g., "1 paragraph")Input Text: Provide the text to summarizeStatic Value: Enter text directlyDynamic Variable: Use custom value picker for variablesSave: Click save to complete the setupUsing the OutputAfter configuration, the summarized text is available as a custom variable: This variable can be used in subsequent workflow actions such as: Sending summary via SMS or emailStoring in custom fieldsDisplaying in notificationsPassing to other workflow actionsExample Use CasesSMS-Friendly Appointment NotesTrigger: Appointment BookedInput: Detailed appointment notes from formMax Length: 160 charactersAction: Send confirmation SMS with summaryPipeline Stage Change SummaryTrigger: Opportunity Stage ChangedInput: All opportunity notes and activitiesMax Length: 1 paragraphAction: Email summary to account managerReview Response SummaryTrigger: Review Received (Google/Facebook)Input: Full customer review textMax Length: 50 wordsAction: Post to team Slack channelMeeting Notes CondensationInput: Full meeting transcriptMax Length: 1 paragraphOutput: Executive summary for stakeholdersPricingCost: 1 cent ($0.

01) per executionPart of Premium Actions suite Frequently Asked QuestionsQ: Can I summarize multiple messages or concatenated text? A: Yes, you can combine multiple text sources using custom values before summarizing.

Q: Can I chain multiple summarize actions?

A: Yes, you can progressively summarize content—first to 500 words, then to 100 words in a second action.

Q: How accurate are the summaries?

A: The AI maintains high accuracy for key information while removing redundant details. Always test with sample data first.

Q: Is there a way to exclude certain information from summaries?

A: Currently, the AI decides what's important. For specific exclusions, consider preprocessing the text with other workflow actions first.