Automation Action - AI Summarize

The AI Summarize action uses AI to automatically condense long content into concise summaries. Specify your desired summary length and input text, and Enrollio will generate a shortened version while preserving the key information you need.

Perfect for creating parent-friendly text messages from detailed tour notes, condensing enrollment forms, or summarizing parent feedback.

How It Works

The action processes your input text through AI to:

  • Identify key points and main ideas
  • Remove redundant information
  • Restructure content to fit your specified length
  • Maintain context and readability

Setup Instructions

Step 1: Add the Action

In your automation builder, search for "AI Summarize" in the actions menu and add it to your automation.

Step 2: Configure Settings

Action Name: Give your action a descriptive name (e.g., "Summarize Tour Notes" or "Condense Parent Inquiry")

Max Length Input: Specify your desired summary length using one of these formats:

  • Number of words (e.g., "50 words")
  • Number of characters (e.g., "280 characters")
  • Number of sentences (e.g., "3 sentences")
  • Number of paragraphs (e.g., "1 paragraph")

Input Text: Provide the text to summarize. You can use:

  • Static Value: Enter text directly
  • Dynamic Variable: Use the custom value picker to pull in form responses, notes, messages, or other fields

Save: Click save to complete the setup.

Using the Output

After configuration, the summarized text becomes available as a custom variable you can use in subsequent automation actions.

Use the summarized output to:

  • Send summaries via text message or email
  • Store condensed notes in custom fields
  • Display in notifications to staff
  • Pass to other automation actions

Example Use Cases

Text-Friendly Tour Notes

Trigger: Tour Scheduled
Input: Detailed tour notes from booking form
Max Length: 160 characters
Action: Send confirmation text to parent with summary

Pro Tip: Keep text message summaries under 160 characters to ensure they send as a single message.

Enrollment Pipeline Stage Change Summary

Trigger: Enrollment Opportunity Stage Changed
Input: All enrollment opportunity notes and activities
Max Length: 1 paragraph
Action: Email summary to enrollment coordinator

Parent Feedback Summary

Trigger: Review Received (Google/Facebook)
Input: Full parent review text
Max Length: 50 words
Action: Post to team Slack channel or internal notifications

Meeting Notes Condensation

Input: Full parent meeting transcript or notes
Max Length: 1 paragraph
Output: Executive summary for director review

Pricing

Cost: 1 cent ($0.01) per execution
Part of Premium Actions suite

Frequently Asked Questions

Q: Can I summarize multiple messages or concatenated text?
A: Yes, you can combine multiple text sources using custom values before summarizing. For example, combine inquiry form responses and follow-up notes into one summary.

Q: Can I chain multiple summarize actions?
A: Yes, you can progressively summarize content—first to 500 words, then to 100 words in a second action. This works well for extremely long input text.

Q: How accurate are the summaries?
A: The AI maintains high accuracy for key information while removing redundant details. Always test with sample data first, especially for parent-facing communications.

Q: Is there a way to exclude certain information from summaries?
A: Currently, the AI decides what's important based on context. For specific exclusions, consider preprocessing the text with other automation actions first, or use filters to remove sensitive information before summarizing.

Pro Tip: Use AI Summarize to create parent-friendly versions of internal notes before sending appointment reminders or enrollment updates. Your families will appreciate the clarity!