Summarize projects with AI Assistant
Workfront’s AI Assistant can summarize projects, allowing you to quickly understand project information, such as project purpose and status, gives examples of tasks that are completed and that are still pending, and provides some additional details and notes.
You can use the Project Summary button to generate a summary, or you can enter a prompt into AI Assistant.
Access requirements
You must have the following access to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Prerequisites
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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.
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Your Workfront administrator must have enabled AI Assistant for your access level.
For more information, see Enable or disable AI Assistant.
Summarize using Project Summary button
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Navigate to the update stream that you want to summarize.
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Click the Project Summary button.
AI Assistant opens, with a prompt to summarize the project.
AI Assistant may take a few moments to generate the summary, depending on how large or complex the object is.
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View the AI summary in the AI Assistant panel.
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(Optional) Refine the prompt to ensure that it gives you the information you need.
Summarize an object in AI Assistant
To see a summary of an object:
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Navigate to the object for which you want to see a summary.
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Click the AI Assistant icon
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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.
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View the AI summary in the AI Assistant panel.