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Summarize using Gen AI

Infoveave Data Automation — AI-Powered

Write the prompt once. Fovea summarises every row, every run.

Most text data arrives too verbose for dashboards. Customer complaints, support tickets, product spec sheets, audit notes — someone has to read it, condense it, and reload it before it's useful. That's manual work on a loop. Summarize using Gen AI cuts out that step. Configure a prompt once and Fovea applies it to every row, every time the workflow fires. The summary column is just there when you need it.

Input:Tabular data with a text columnOutput:Tabular data with an added AI-generated summary column

What Summarize using Gen AI does

Automatically condense long text columns into concise summaries using Fovea AI inside your Infoveave workflow. No Python, no manual steps — runs on every scheduled execution.

When to use Summarize using Gen AI

  • You have a text column (feedback, notes, descriptions, transcripts) that is too long to display in a dashboard widget
  • You want to generate a concise version of each record for a catalogue, report, or card view
  • You are processing customer complaints, support tickets, or survey open-text at volume and need a one-line classification or summary per record
  • You need a shorter version of each record for downstream filtering, while keeping the original text intact

When to avoid it

  • Your text column contains structured data like dates, numbers, or codes — use Extract Numbers, Extract Date Component, or Find and Replace instead
  • You need the summarisation to follow a strict output schema (e.g. exactly 3 bullet points in JSON) — consider Transform using Gen AI which gives more control over output format via code generation

Where it fits in your Infoveave automation

Summarize using Gen AI is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.

ConnectRead source data (CRM export, CSV, database, API) into the workflow
PrepareFilter, clean or join data before AI processing (optional)
You are hereSummarize using Gen AIApply Fovea AI to condense the text column into a new summary column
OutputWrite results to a dashboard datasource, database, or file export
AutomateSchedule the workflow to run on a trigger or recurring schedule

Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.

Infoveave — Workflow Builder
● SavedSchedule: Daily 06:00
Data SourceConnectRead source data (CRM expo…PrepareFilter, clean or join data…YOU ARE HERESummarize using Gen AIApply Fovea AI to condense…OutputWrite results to a dashboa…AutomateSchedule the workflow to r…Dashboard

How teams use Summarize using Gen AI

Real scenarios where this transformation saves hours of manual work.

Retail

Product Description Condensing for Catalogue Exports

A retailer receives long vendor spec sheets with paragraphs of product detail. Summarize using Gen AI condenses each description to one sentence per product on every nightly workflow run — feeding a clean catalogue display without any editorial intervention.

Banking & Financial Services

Audit Trail Narrative Summarisation

Compliance teams receive lengthy audit trail narratives per transaction. The activity summarises each narrative to a single compliance note, reducing review time while preserving the original text for audit records.

Manufacturing

Maintenance Log Condensing for Operations Dashboards

Engineers write verbose maintenance logs per machine event. Summarize using Gen AI generates a one-line fault summary per entry, feeding an operations dashboard that shows machine health at a glance without requiring engineers to re-read every log.

See Summarize using Gen AI in action

Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.

Column Name:Product_Description
Prompt:Summarise this product description in one sentence for a retail catalogue.
New Column Name:Short_Description
Select All Rows:true

Input Data

IDProduct_Description
1This smartphone features a 6.5-inch AMOLED display with 120Hz refresh rate, a triple-camera system including a 108MP primary sensor, 5000mAh battery with 65W fast charging, and IP68 water resistance.
2The laptop is powered by a 12th Gen Intel Core i7 processor, 16GB DDR5 RAM, 512GB NVMe SSD, and a 14-inch IPS display with 2560x1600 resolution.
3A smartwatch with continuous heart rate monitoring, SpO2 tracking, sleep analysis, GPS, 5-day battery life, and compatibility with iOS and Android.

Output Data

IDProduct_DescriptionShort_Description
1This smartphone features a 6.5-inch AMOLED...A flagship smartphone with a large display, powerful camera, and fast-charging long-lasting battery.
2The laptop is powered by a 12th Gen Intel...A high-performance laptop with a fast processor, ample RAM, and a sharp high-resolution display.
3A smartwatch with continuous heart rate...A health-focused smartwatch with comprehensive tracking, GPS, and multi-day battery life.

Configuration

Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.

Column Name

The column containing the text you want to summarise. Must be a string/text column. Numeric or date columns will not produce meaningful summaries.

Prompt

Plain-English instruction that tells Fovea how to summarise each entry. Be specific about length and format — 'Summarise in one sentence' produces a different result from 'Write a 3-word headline'.

New Column Name

The name of the output column where AI-generated summaries will be stored. The original column is preserved unchanged alongside the new summary column.

Select All Rows

When enabled, applies the summarisation to every row in the dataset. Disable and set a Limit to process only the first N rows — useful for testing prompts on a sample before running the full dataset.

Frequently asked questions

Everything you need to know about Summarize using Gen AI in Infoveave.

Also in AI-Powered — and what runs before & after

Transformations in the same family as Summarize using Gen AI, often chained together in the same Infoveave workflow.

Part of Infoveave Data Automation

80+ transformations. Zero manual steps.

Summarize using Gen AI is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.

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