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Help centerSummarize and presentArticle

Note and insight summaries

Last updated4 March 2024
Read time2 min

Save time identifying key themes in interviews, documents, or customer feedback, and turn them into valuable insights. Add data to your notes and insights - including content like PDFs, reels, and transcripts - and we'll automatically summarize important takeaways from your data.


Table of contents


Create a note summary

Quickly understand your note data (video, audio, documents, text) by generating an automated summary.

  • To do this, open a note that contains data, click Automation, and select Summary.

  • From there, a text summary card will be added at the top of your note.

Notes that contain a transcript will also display timestamps that you can use to navigate quickly to key parts of your audio or video file.

Automations run in the background, so you can navigate away from the page or close the tab, and the summary will still be added to the page once it has been generated.


Create an insight summary

Get straight to the point of your findings and long-form reports with automated insight summaries. Insight summaries pull in information from any content added to an insight, including reels, highlights, notes, text, and documents.

  • To create an insight summary, open your note (containing embedded data) and select Summary.

  • From there, a text summary card will be added at the top of your insight.


Adjust your summary format

You can regenerate note and insight summaries to adjust their format by selecting Regenerate. However, summaries on notes that contain transcripts cannot be reformatted.

When you do this, you will be able to choose whether to create a:

  • Different summary: Generate a new summary of your note or insight.

  • Bullet point summary: Create a bullet point summary of your note or insight.

  • Paragraph summary:  Create a paragraph summary of your note or insight.


Edit an automated summary

You can add additional context to a summary within notes or insights by editing its text content.

  • To do this, you must have edit permissions to the original project, and the note or insight must be Editable.

  • From there, click on the text within the summary card and type any changes you'd like to make in the display.

Please note

Regenerating your summary will update all the text inside the card, including any manual changes you’ve made. This cannot be undone, so if you think you might want to return to a summary, we recommend copy-pasting it before you regenerate.

FAQs


What languages do you support for creating a summary with AI?

At this time, we currently support Spanish, French, German, Portuguese, Italian and Dutch. The summary generated, however, will be in English.

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