Generating AI-Assisted BP Summaries

AI-assisted summaries provide a synopsis from one or more selected BP records. This feature provides individuals performing different roles within your organization with the opportunity to highlight information, identify challenges, and review specific details.

Note:

Summaries created using the AI BP Summarization feature are prepared by generative AI. Carefully review and verify these against trusted sources, as it may include out-of-date, inaccurate, or incomplete information.

Prerequisites

Your Company Administrator has enabled BP summarization with artificial intelligence (AI) for a specific business process.

Online Mode

To generate a BP summary:

1. Select the applicable workspace.
2. Navigate to the BP log menu.
3. Tap Summarize Records.
4. Use any of the following options to select BP records to include in the summary:
   • To include specific BP records in the summary, tap each BP record.
   • To include or remove all BP records from the summary, tap Select All in the BP log.
   • To filter the BP records, tap the Filter icon.
5. Tap Generate to view the summary.
6. To save the BP summary, tap Menu (…) and then tap Save. BP summaries are saved in the default format <BPName>_AI Summary_<Date & time stamp>.
7. Perform any of the following actions:
   • To rename the summary file, enter the desired filename and then tap Save.

     You can save and access a summary for up to 30 calendar days. You can also rename or delete saved summaries during this timeframe.

   • To share the summary pdf, tap Menu (...) and then tap Share as PDF.

Offline Mode

You cannot generate AI-assisted BP summaries.