# 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… - Source: https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-summarize - Section: Workflows / Workflow AI Workflow Actions - Reading time: 2 min - Images: 5, each explained below --- 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. **TABLE OF CONTENTS** - [How It Works](#how-it-works) - [Setup Instructions](#setup-instructions) - [Step 1: Add the Action](#step-1-add-the-action) - [Step 2: Configure Settings](#step-2-configure-settings) - [Using the Output](#using-the-output) - [Example Use Cases](#example-use-cases) - [SMS-Friendly Appointment Notes](#sms-friendly-appointment-notes) - [Pipeline Stage Change Summary](#pipeline-stage-change-summary) - [Review Response Summary](#review-response-summary) - [Meeting Notes Condensation](#meeting-notes-condensation) - [Pricing](#pricing) - [Frequently Asked Questions](#frequently-asked-questions) # **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. ### ![Step 1: Add the Action (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062014376/original/dmV8LdoUk5g9t-uP0mar_rPnbWPwZcU4lg.png) **Step 1: Add the Action (image 1 of 5)** 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. - What this covers: Search for "AI Summarize" in the workflow actions menu and add it to your workflow. - Next: 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 ### **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 ### ** ![Step 2: Configure Settings (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062014625/original/2AgugMjNLt4ZNFhA7Ttgybs37pDb8xUxhg.jpeg) **Step 2: Configure Settings (image 2 of 5)** 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. - What to fill in: 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 - Next: After 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062014690/original/iZTWZbHyc9A3MZV_lgtfJ6EqAutG6aZFfA.png) **Using the Output (image 3 of 5)** 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. - What this covers: After configuration, the summarized text is available as a custom variable: - Fields: Sending summary via SMS or email, Storing in custom fields, Displaying in notifications, Passing to other workflow actions - Next: This variable can be used in subsequent workflow actions such as: Example values (illustrative, not read from the screenshot): - Sending summary via SMS or email: priya.raman@northgatedental.com Full procedure: 1. Sending summary via SMS or email 2. Storing in custom fields 3. Displaying in notifications 4. Passing to other workflow actions ![Using the Output (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062014725/original/DbQwCTPY9uOA3loSOAvjv-NVM8x5jHXgRA.png) **Using the Output (image 4 of 5)** 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. - What this covers: After configuration, the summarized text is available as a custom variable: - Fields: Sending summary via SMS or email, Storing in custom fields, Displaying in notifications, Passing to other workflow actions - Next: This variable can be used in subsequent workflow actions such as: Example values (illustrative, not read from the screenshot): - Sending summary via SMS or email: priya.raman@northgatedental.com Full procedure: 1. Sending summary via SMS or email 2. Storing in custom fields 3. Displaying in notifications 4. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051008553/original/q4CqnxHF7IDOEhbyOLaw0h6-KnCDo_kVgA.png) **Using the Output (image 5 of 5)** 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. - What this covers: Sending summary via SMS or email Storing in custom fields Displaying in notifications Passing to other workflow actions - Fields: Sending summary via SMS or email, Storing in custom fields, Displaying in notifications, Passing to other workflow actions - Next: Trigger: Appointment Booked Input: Detailed appointment notes from form Max Length: 160 characters Action: Send confirmation SMS with summary Example values (illustrative, not read from the screenshot): - Sending summary via SMS or email: priya.raman@northgatedental.com Full procedure: 1. Sending summary via SMS or email 2. Storing in custom fields 3. Displaying in notifications 4. 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com