View source for AI-agent Summarizer

{{#seo:
|title=AI-agent Summarizer
|titlemode=append
|keywords=planfix, subscription, Planfix AI, AI credits, credits, AI tools, AI agent, Summarizer, AI Agent Summarizer
|description=AI-agent Summarizer in Planfix
}}
The Summarizer is an [[AI-agents|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 [[Objects | 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:
<pre>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.</pre>
== 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


== Go To ==
*[[AI-agents]]
*[[Planfix AI]]