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INCLUDED IN This feature is included in our Business and Enterprise plan. |
AI Document Summary helps you quickly understand your documents by providing a clear and concise overview of the content. You can also customize the summary by writing your own prompt to choose the language, format, or the specific details you want to focus on, and pull out the details you care about most, like dates, financial terms, and other key info.
How to enable AI Document Summary
Go to Marketplace.
Click the AI Document Summary card.
Enable the feature.
How to use AI Document Summary
- Go to Documents > action menu > Summarize with AI. Alternatively, open the document and click the action menu there.
- Select Custom AI prompt or Oneflow AI Summary (standard summary).
- Write the prompt and click Summarize.
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NOTE You can write a custom AI prompt to get key information or get the summary in a different language! |
If you’d like to share the summary externally, click the Copy button under the generated summary. You can also save it as a note or add more details to your prompt and regenerate it.
Save a summary as a note
- Under the generated AI summary, click Save as note.
- Close the summary > open the Document details panel to find your saved note there!
🔗 Click here to learn more about Document Notes
Regenerate a summary
After the summary is generated you can update the original prompt or write a new one, then click Regenerate. If you close the summary, you’ll need to write the prompt again.
You are all set!
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