The Summarize Text 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 "Summarize Text" in the workflow actions menu and add it to your workflow.

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:

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

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.