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Create Summary
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over 10 months ago

How to set up and use action

Summarizes text into key points. Follow these steps:

  1. Add a Create Summary action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Create Summary action to add it to your workflow.

  2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

  3. Enter the "Contents to Summarize": In the "Contents to Summarize" field, enter the text you want to summarize or reference variables from previous steps or the trigger to provide the content.

    *Variables are inputs from the trigger, or outputs from previous steps

Here's a sample of the type of output you can expect:

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