AI-agent Summarizer: Difference between revisions

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*Generates a concise summary — a snapshot of “what’s currently happening in the task.”
*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.
*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

Revision as of 13:11, 17 July 2025

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