Summarize using AI Assistant

Last update: October 17, 2024

CREATED FOR:

  • User

Workfront’s AI Assistant can summarize some objects, giving you a high-level view of the object’s intent or details.

For example, if you ask AI Assistant to summarize a project, it returns brief descriptions of the project’s purpose and status, gives examples of tasks that are completed and that are still pending, and provides some additional details and notes.

AI Assistant can summarize the following objects:

  • Projects
  • Tasks
  • Issues
  • Documents
NOTE
The AI Assistant summarize functionality is different from the Summary panel.
For information on the Summary panel in Workfront, see Summary overview.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan

New: Any

or

Current: Not available

Adobe Workfront license

New: Standard

or

Current: Not available

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

  • Your Workfront administrator must have enabled AI Assistant for your organization.

    For more information, see Prerequisites to AI Assistant in the article AI Assistant overview.

  • Your Workfront administrator must have enabled AI Assistant for your access level.

    For more information, see Enable or disable AI Assistant.

Summarize using Summarize buttons

The following areas have buttons that generate summaries using AI Assistant:

  • Project header: Summarize project
  • Updates area: Summarize comments

To use the Summarize project or Summarize comments button:

  1. Click the button.

    AI Assistant opens, with a prompt to summarize the project or the last 7 days of comments on the update stream.

    AI Assistant may take a few moments to generate the summary, depending on how large or complex the object is.

  2. View the AI summary in the AI Assistant panel.

  3. (Optional) Refine the prompt to ensure that it gives you the information you need.

    For example, you can refine the Summarize Contents prompt to summarize comments for the last 14 days, instead of the last 7.

Summarize an object in AI Assistant

To see a summary of an object:

  1. Navigate to the object for which you want to see a summary.

  2. Click the AI Assistant icon AI Assistant icon near the upper-right corner of the screen.

  3. In the AI Assistant panel, enter a prompt such as:

    • Provide a summary in three sentences
    • Summarize this

    AI Assistant may take a few moments to generate the summary, depending on how large or complex the object is.

  4. View the AI summary in the AI Assistant panel.

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