Users: In order to create or edit workflows you must be an Administrator or a Builder<\/a> who has been given ‘edit’ access by your Administrator.<\/strong><\/em><\/p>\n Whether you’re creating a new workflow<\/a> or working with an existing one, you can add AI tasks<\/a> to summarize your content.<\/p>\n Create or edit your workflow and add form fields<\/a> to collect information like features, impact, structure, and more. This data can be populated in a long text field and used as input to create your AI task.<\/p>\n Alternatively, you can choose to summarize these individual form fields as well, as long as they have substantial text to summarize.<\/p>\n Next, navigate to the task after which you want to add the AI task and click on the + button<\/strong> at the end of your task list. Select AI Task<\/strong> then select Summarize<\/strong> from the category dropdown, as shown below.<\/p>\n Edit the pre-populated prompt to add variables<\/a> from your workflow run, shown above. You can also edit this prompt to add or delete instructions.<\/p>\n Before you finalize your prompt, you can test it to make sure it delivers the desired response in your workflow runs<\/a>. Once you’ve created or edited your prompt click Test<\/strong>.<\/p>\n When you open the testing modal you’ll be taken to the Instructions<\/strong> tab. Here you’ll see the prompt that you edited in the step before.<\/p>\n Click Generate<\/strong> to review the response.<\/p>\n If you’re not happy with the response, you can edit the prompt and generate it again, repeating this step until you’re satisfied.<\/p>\n Click on the tab next to instructions, System prompt<\/strong>.<\/p>\n The System prompt is pre-populated for you. You can edit it or create your own.<\/p>\n Note:<\/strong> AI tasks do not have web browsing capabilities. If your workflow requires data from the web for an AI task to process, you can use Zapier’s Web Parser<\/a>.<\/em><\/p>\n The output field is the form field where a response will be populated by the AI Text Summarizer. This field will be in a task that’s typically after the AI task.<\/p>\n Form fields that can be selected as an output field are:<\/p>\n Optional:<\/strong> Add an approval<\/a> to have one of your colleagues review the summary generated by the AI Task.<\/p>\n Use the lock icon<\/strong> in the Workflow editor to set task-level visibility. Since these tasks don’t require user action, only “View” and “No Access” permissions apply.<\/p>\n What happens when you hide a task? It still runs. Behind the scenes, your Code or AI step will trigger when the prior task is checked, even if no one sees it.<\/p>\nPreparations in your workflow<\/h2>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-workflow.png\")
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Adding an AI task<\/h2>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-ai-task.gif\")
<\/p>\nPrompt testing<\/h2>\n
Instructions<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-prompt-testing.gif\")
<\/p>\nSystem prompt<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-system-prompt.png\")
<\/p>\nOutput field<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-output-field.png\")
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Setting task permissions<\/h3>\n
![\"AI](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/08\/Screen-Cast-2025-08-04-at-4.19.51-PM.gif\")
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![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/summarize-regenerate.gif\")
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