Use the Summarize AI task in an automation

This feature is available to AppSheet Enterprise Plusaccounts only.

Summarize long textual data into a shorter summary using AI by adding the Summarize AI task in an automation. You can use multiple columns as input to the Summarize AI task.

Examples of summarizing information using AI:

Summarize notes from a meeting to review the main highlights
Summarize information for a specific customer, highlighting the main points of concern

Use the Summarize AI task in an automation as described in the following section.

Add and configure the Summarize AI task

Add and configure the Summarize AI task

To summarize information using AI, add and configure the Summarize AI task by performing the following steps.

Add the Summarize AI task to a bot, as described in Add a task to a bot .
Configure the Summarize AI task by using the settings described in the following table.
Save the app.

To summarize information using AI, configure the settings described in the following table.

Setting

Description

Task type

Select AI task.

Table

Table defined in the event and used by the task.

To view or edit the structure of the selected table, position your cursor in the field and click. See Tables: The Essentials for more information.

AI task

Type of AI task . Select Summarize.

Input columns

Add one or more columns to use as input to the AI task, up to a maximum of 10. Click Addand select a column from the drop-down.

Basic column data types and virtual columns are supported.

The following data types are not supported:

Content types : Drawing , File , Image , Signature , Thumbnail , and Video
Color
Show types
Other types : URL , App

Note:

For Ref type columns, only the label is evaluated.
List columns are not supported at this time.

Output

Select one of the following:

Save to tableto save the extracted information to the table in your data source.
Return valueto guide AI responses without storing the results in your data source. Use the returned values in later steps, as follows: [ AI-step ].[ column ]

Then, s elect the column to capture the summary information from the drop-down. The column must be one of the following types: LongText or Text

Additional instructions

Recommended. Describe in more detail the information you want to include in the summary. Supports up to 1000 characters.

For example:

Summarize the customer feedback, highlighting the main areas for improvement

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