Automatically post AI-generated conversation summaries using Workflows. With a simple setup process, you can ensure that key information from a conversation is easy to read and readily available to you and your team.
Common use cases for AI summary notes
After closing conversations: This is useful in cases where conversations reopen and you want to get up to speed quickly with what has happened in the conversation so far. It’s also useful when reviewing conversations retroactively for quality assurance.
After Fin hands over to a teammate: This is useful so you can understand what Fin (or another bot message) tried to do before the conversation landed in your inbox.
Add summary note to a workflow
From a workflow, simply add a step and select the Add summary note action.
Note: In order to use this action in Workflows, you first need to enable AI Summarize on your workspace.
Once the workflow triggers, an AI summary will be posted to the conversation. This is only visible to teammates in the inbox.
Note:
AI Summarize is only available on some pricing plans.
There are some instances in which a summary won't get posted. A summary will only get posted if there has been:
More than 3 messages in the conversation.
Less than 2 summary notes per conversation/hour.
Less than 1000 summaries per workspace/hour.
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