AI-agent Summarizer
From Planfix
The Summarizer is an AI-agent that monitors task discussions and keeps everyone informed. It extracts key decisions and progress updates from comments and writes them to a designated field — automatically.
What it does
- Analyzes all task comments (not just those from contacts, unlike the Dataminer)
- Generates a concise summary — a snapshot of “what’s currently happening in the task.”
- Updates a selected text field so that everyone involved can view the task progress.
Useful when:
- The task lasts a long time and has many messages.
- New employees are joining.
- You need to understand where things currently stand quickly
How to set up
- Go to the "Employees" — "Robots" section.
- Select or create a robot.
- Activate the "AI agent" option.
- Specify the agent type.
- Select the field where the summary will be saved.
- Add the agent to the task as a participant or assignee.
- You can add it to an existing task—it will analyze the entire history and fill the field with the current summary.
Usage tips
- Works best in tasks with long-running conversations or collaborative work
- Consider adding it to an Object so it’s available by default when a new task is created
Example case
In a task, a contract is discussed with a customer. A week later, another manager joins. Instead of reading 30 comments, he opens the "Task progress" field and sees:
The contract was sent to the customer on July 3 and still needs to be revised. The customer asked for a reminder on July 10. In the last message, the payment terms were clarified.
Important
- The summary updates automatically when new comments contain relevant information.
- You can add the Summarizer to an existing task — it will review the full history and generate a summary based on it