AI SDR Summarizer

Automatically generate concise AI summaries of form submissions. Perfect for long-form responses, feedback, and detailed inquiries.

Overview

The AI Summarizer node analyzes all text fields in a form submission and generates a concise, readable summary. This is especially useful when you have open-ended questions that generate lengthy responses — instead of reading paragraphs of text, your team gets the key points instantly.

Key Benefits

Faster Triage

Quickly understand submission content without reading every word.

Better Notifications

Include summaries in Slack messages or emails for at-a-glance context.

How to Use

1
Add the Summarizer node
In your workflow, click "Add Node" and select "Summarizer" from the AI Processing category.
2
Connect it to your trigger
Draw a connection from your Form Submission trigger (or any upstream node) to the Summarizer.
3
Configure the prompt (optional)
Customize the summary prompt if you want specific formatting or focus areas. The default works well for most cases.
4
Set the summary length (optional)
Choose short, medium, or long summaries based on your needs. Default is medium.
5
Use the summary downstream
Access the generated summary via {{agent.summary}} in email notifications, Slack messages, or CRM notes.

Configuration

Custom Prompt (Optional)

Customize how the AI generates the summary. Useful for specific formats or focus areas.

Example:

"Summarize this form submission in 2-3 sentences. Focus on the main request, urgency level, and any specific requirements mentioned."

Summary Length

Control how detailed the summary should be.

Short(1-2 sentences)

Medium(2-4 sentences (default))

Long(4-6 sentences)

Output Variables

Access the generated summary using these template variables in downstream nodes.

Variable	Description
{{agent.summary}}	The generated summary of the form submission

Use Cases

Long-Form Feedback

Condense lengthy customer feedback or survey responses into actionable insights.

Support Requests

Summarize detailed support tickets so agents can triage faster.

Sales Inquiries

Extract key details from demo requests or contact forms for faster follow-up.

Application Forms

Summarize job applications, partnership requests, or vendor submissions.

Example: Slack Notification with Summary

A common pattern is to include the AI summary in your Slack notifications so your team gets instant context.

Slack Message Template

📬 New submission from {{field.name}}

📧 {{field.email}}

💡 AI Summary:

Best Practices

Use summaries for forms with long-form text fields (feedback, descriptions, messages)
Include the summary in Slack and email notifications for faster team response
Combine with the SDR Agent — use the summary for context and the bucket for routing
For support forms, customize the prompt to extract urgency and issue type
Keep summaries medium length for notifications, longer for CRM notes

Combining with SDR Agent

You can use both AI nodes together for comprehensive lead processing:

Pro Tip

Add both Summarizer and SDR Agent nodes in your workflow. Use {{agent.summary}} for readable notifications and {{agent.bucket}} for routing decisions. The Summarizer provides context while the SDR Agent provides actionable classification.

Next Steps

AI SDR Qualifying

Classify leads with AI reasoning

Email Notifications

Use summaries in email alerts

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