Summarize the information automatically and add it to a form with the Generative AI Controller Summarize action in Flow Designer. You can build a flow to summarize any field.

Before you begin

Role required: admin

About this task

In this example, you can build a flow to summarize the comments in the work notes of an incident and use that summary in the resolution notes.

Procedure

  1. Navigate to All > Process Automation > Flow Designer.
  2. Select New > Flow.
  3. Enter the name of the flow, such as Summarize Comments and Work Notes.
  4. Select Submit.
  5. Select Add a trigger.
  6. Select when you would like the flow to run.
    To follow this example, select Record > Updated. Trigger action panel open and Updated is highlighted.
  7. Select the table that the flow should run on.
    For this example, select the Incident table.
  8. Select the Add filters button to add a condition for the flow.
    The Condition is State changes to Resolved. Trigger update record filled in, including the condition.
  9. Select Done.
  10. Under Actions, select Add an Action, Flow Logic, or Subflow and then select Action to open the Actions panel.
    Open action panel.
  11. Select the Generative AI Controller > Summarize action and select it.
    Generative AI Controller Summarize action.
  12. Drag a data pill from the Data panel or select the data pill picker icon ( Data pill picker icon.) to search.
    In this case, drag the Trigger > Incident Record > Comments and Work notes pill.
    Note: If the field that you want to summarize isn't a String field, you must cast the field as a String. You can cast the field as a String with scripting or by adding text to the textToSummarize field in addition to the data pill, like in the following example.
    Generative AI Controller Summarize action filled in to summarize comments and work notes.
  13. Select Done.
  14. Add an action by selecting Add an Action, Flow Logic, or Subflow.
  15. In the action selector, search for Update Record and select the action.
    Update Record action in the Actions panel
  16. Drag the Trigger > Incident Record data pill into the Record field or select the icon to search.

    The Table field is filled in automatically based on the Trigger record.

    Filled-in updated record with data pill for target record.
  17. Select Add field value and search for the fields that you want to update.
    In the following example, select Resolution notes.
  18. Add the Summarize > Response data pill into the data field by dragging it from the Data panel or with the data pill picker.
    Filled-in Resolution notes field in the update record action.
  19. Select Done.
    Resolution notes field with summarize response included.
  20. Save the flow by selecting Save.

What to do next

After you've saved the flow, activate it to migrate it to production or test it further.