Using Summarization (Cloud Only)

If your Company Administrator enabled Records Summarization with AI and your designer configured and deployed the applicable business process (BP) designs, you can use the AI feature to summarize information from the following types of BPs:

Cost
Document
Line Item
Project/Shell Creation
RFB
Simple
Text

This feature provides individuals performing different roles within your organization the opportunity to highlight information, identify challenges, and review specific details. For example:

A Project Manager can summarize safety incident reports in preparation of project status reports.
A Project Coordinator can summarize daily report information while preparing weekly status reports.
A Project Manager can summarize meeting minutes and subsequently focus on the higher priority items.
A Contracts Administrator can summarize Request for Information (RFI) responses from a specific vendor and subsequently focus on the issues reported by the vendor.

Even if the feature is disabled at the company level, your administrator can still configure summarization if the BP design supports it.

In This Section

Using AI to Summarize a BP (Cloud Only)

Configuring Settings for the BP Summary (Cloud Only)

Generating the BP Summary (Cloud Only)

Saving, Viewing, Renaming, or Deleting a BP Summary (Cloud Only)

Last Published Friday, October 17, 2025