Summarize document

Description

The Summarize document activity sends the configured prompt and any attached files to the Infoveave AI service, then returns summary points as data rows. It is designed for document summarization, but the prompt can guide the style, focus, and level of detail of the summary.

Supported Features

• Prompt-guided summaries: Control the summary focus through a required prompt.
• Optional file input: Summarize attached documents or run with prompt-only context.
• Multiple summary points: The AI response is expected to contain a responses array.
• Structured output parsing: Each summary point becomes one data row.
• Raw response retention: The original AI response is returned in AdditionalResponse.

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Input

Type	Required	Description
Files	Optional	Files sent to the AI service as inline attachments. Each file is read from disk, converted to base64, and sent with a detected MIME type.

Input Scenarios

1. Single Document

{
  "Files": [
    { "FileName": "board-report.pdf", "FullPath": "C:/Work/board-report.pdf" }
  ]
}

2. Multiple Documents

{
  "Files": [
    { "FileName": "report-q1.pdf", "FullPath": "C:/Work/report-q1.pdf" },
    { "FileName": "report-q2.pdf", "FullPath": "C:/Work/report-q2.pdf" }
  ]
}

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Output

The activity reads the AI response’s responses property. If responses contains primitive strings, each string is returned in a row under the responses column.

Field	Type	Description
Data	Array	Summary rows parsed from responses.
Errors	Array	Parsing errors or execution errors, if any.
AdditionalResponse	String	Raw AI response JSON returned by the service.

Example Output

{
  "Data": [
    { "responses": "Revenue increased by 12% compared with the previous quarter." },
    { "responses": "Customer churn decreased after the support process change." },
    { "responses": "The main risk is delayed vendor delivery for two projects." }
  ],
  "Errors": [],
  "AdditionalResponse": "{\"responses\":[\"Revenue increased by 12% compared with the previous quarter.\"]}"
}

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Configuration Fields

Field Name	Type	Required	Description
Prompt	Text	Yes	Instructions for the summary. Use it to specify whether the summary should be brief, detailed, executive-focused, risk-focused, or formatted around specific topics.

Conditional Field Rendering Rules

No conditional configuration fields are defined for this activity.

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Sample Configuration

Field	Value
Prompt	Summarize the attached document in five concise points. Focus on decisions, risks, deadlines, and financial figures.

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Sample Output

{
  "Data": [
    { "responses": "The document recommends approving the FY2026 operating plan." },
    { "responses": "The largest risk is a delayed vendor migration timeline." },
    { "responses": "The next review is scheduled for 2026-06-30." }
  ]
}