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 Works The action processes your input text through AI to: 1. Identify key points and main ideas 2. Remove redundant information 3. Restructure content to fit your specified length 4. Maintain context and readability ## Setup Instructions ### Step 1: Add the Action Search for “AI Summarize” in the workflow actions menu and add it to your workflow. ###!(https://assets.patientcopilot.ai/89825837bcec1178.png) ### Step 2: Configure Settings 1. Action Name: Give your action a descriptive name (e.g., “Summarize Customer Review”) 2. Max Length Input: Specify your desired summary length - Number 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”) 3. Input Text: Provide the text to summarize - Static Value: Enter text directly - Dynamic Variable: Use custom value picker for variables 4. Save: Click save to complete the setup ### Using the Output After configuration, the summarized text is available as a custom variable:!(https://assets.patientcopilot.ai/41d66502d1d6bb6e.png)!(https://assets.patientcopilot.ai/6e1511d977faedc1.png) This variable can be used in subsequent workflow actions such as: - Sending summary via SMS or email

• Storing in custom fields
• Displaying in notifications
• Passing to other workflow actions!(https://assets.patientcopilot.ai/fb4d5ba3889da439.png) ## Example Use Cases ### SMS-Friendly Appointment Notes Trigger: Appointment Booked Input: Detailed appointment notes from form Max Length: 160 characters Action: Send confirmation SMS with summary ### Pipeline Stage Change Summary Trigger: Opportunity Stage Changed Input: All opportunity notes and activities Max Length: 1 paragraph Action: Email summary to account manager ### Review Response Summary Trigger: Review Received (Google/Facebook) Input: Full customer review text Max Length: 50 words Action: Post to team Slack channel ### Meeting Notes Condensation Input: Full meeting transcript Max Length: 1 paragraph Output: Executive summary for stakeholders ## Pricing - Cost: 1 cent per execution
• Part of Premium Actions suite ## Frequently Asked Questions Q: 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.