AI-agent Summarizer

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

Go To

• AI-agents
• Planfix AI