The AI Summarize action uses AI to automatically condense long content into concise summaries. Simply specify your desired summary length and input text…
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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.
The action processes your input text through AI to:
Identify key points and main ideas
Remove redundant information
Restructure content to fit your specified length
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.
Step 1: Add the Action (image 1 of 5)What this shows Search for "AI Summarize" in the workflow actions menu and add it to your workflow.What this showsIllustrates the "Step 1: Add the Action" section of "Workflow Action - AI Summarize".This screenshot appears in the "Step 1: Add the Action" section of "Workflow Action - AI Summarize". The text alongside this image reads: Search for "AI Summarize" in the workflow actions menu and add it to your workflow. Immediately after, the guide continues: Action Name: Give your action a descriptive name (e.g., "Summarize Customer Review") Max Length Input: Specify your desired summary length Input Text: Provide the text to summarize Save: Click save to complete the setup.Image 1 of 5What this coversSearch for "AI Summarize" in the workflow actions menu and add it to your workflow.Next stepAction Name: Give your action a descriptive name (e.g., "Summarize Customer Review") Max Length Input: Specify your desired summary length Input Text: Provide the text to summarize Save: Click save to complete the setup
Step 2: Configure Settings
Action Name: Give your action a descriptive name (e.g., "Summarize Customer Review")
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")
Input Text: Provide the text to summarize
Static Value: Enter text directly
Dynamic Variable: Use custom value picker for variables
Save: Click save to complete the setup
Step 2: Configure Settings (image 2 of 5)What this shows Action Name: Give your action a descriptive name (e.g., "Summarize Customer Review") Max Length Input: Specify your desired summary length…What this showsIllustrates the "Step 2: Configure Settings" section of "Workflow Action - AI Summarize".This screenshot appears in the "Step 2: Configure Settings" section of "Workflow Action - AI Summarize". The text alongside this image reads: Action Name: Give your action a descriptive name (e.g., "Summarize Customer Review") Max Length Input: Specify your desired summary length Input Text: Provide the text to summarize Save: Click save to complete the setup. Immediately after, the guide continues: After configuration, the summarized text is available as a custom variable.Image 2 of 5What to fill inAction Name: Give your action a descriptive name (e.g., "Summarize Customer Review") Max Length Input: Specify your desired summary length Input Text: Provide the text to summarize Save: Click save to complete the setupNext stepAfter configuration, the summarized text is available as a custom variable:
Using the Output
After configuration, the summarized text is available as a custom variable:
Using the Output (image 3 of 5)What this shows After configuration, the summarized text is available as a custom variable:What this showsIllustrates the "Using the Output" section of "Workflow Action - AI Summarize".This screenshot appears in the "Using the Output" section of "Workflow Action - AI Summarize". The text alongside this image reads: After configuration, the summarized text is available as a custom variable. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: This variable can be used in subsequent workflow actions such as.Image 3 of 5What this coversAfter configuration, the summarized text is available as a custom variable:
Fields in this part of the guideSending summary via SMS or emailStoring in custom fieldsDisplaying in notificationsPassing to other workflow actions
Next stepThis variable can be used in subsequent workflow actions such as:
Example values
Sending summary via SMS or email
priya.raman@northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 4 steps in this procedure
Sending summary via SMS or email
Storing in custom fields
Displaying in notifications
Passing to other workflow actions
Using the Output (image 4 of 5)What this shows After configuration, the summarized text is available as a custom variable:What this showsIllustrates the "Using the Output" section of "Workflow Action - AI Summarize".This screenshot appears in the "Using the Output" section of "Workflow Action - AI Summarize". The text alongside this image reads: After configuration, the summarized text is available as a custom variable. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: This variable can be used in subsequent workflow actions such as.Image 4 of 5What this coversAfter configuration, the summarized text is available as a custom variable:
Fields in this part of the guideSending summary via SMS or emailStoring in custom fieldsDisplaying in notificationsPassing to other workflow actions
Next stepThis variable can be used in subsequent workflow actions such as:
Example values
Sending summary via SMS or email
priya.raman@northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 4 steps in this procedure
Sending summary via SMS or email
Storing in custom fields
Displaying in notifications
Passing to other workflow actions
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
Using the Output (image 5 of 5)What this shows Sending summary via SMS or email Storing in custom fields Displaying in notifications Passing to other workflow actionsWhat this showsIllustrates the "Using the Output" section of "Workflow Action - AI Summarize".This screenshot appears in the "Using the Output" section of "Workflow Action - AI Summarize". The text alongside this image reads: Sending summary via SMS or email Storing in custom fields Displaying in notifications Passing to other workflow actions. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Trigger: Appointment Booked Input: Detailed appointment notes from form Max Length: 160 characters Action: Send confirmation SMS with summary.Image 5 of 5What this coversSending summary via SMS or email Storing in custom fields Displaying in notifications Passing to other workflow actions
Fields in this part of the guideSending summary via SMS or emailStoring in custom fieldsDisplaying in notificationsPassing to other workflow actions
Next stepTrigger: Appointment Booked Input: Detailed appointment notes from form Max Length: 160 characters Action: Send confirmation SMS with summary
Example values
Sending summary via SMS or email
priya.raman@northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 4 steps in this procedure
Sending summary via SMS or email
Storing in custom fields
Displaying in notifications
Passing to other workflow actions
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 ($0.01) 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.
