> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<CardGroup cols={2}>
  <Card title="Faster Triage" icon="zap">
    Quickly understand submission content without reading every word.
  </Card>

  <Card title="Better Notifications" icon="message-square">
    Include summaries in Slack messages or emails for at-a-glance context.
  </Card>
</CardGroup>

## How to Use

<Steps>
  <Step title="Add the Summarizer node">
    In your workflow, click "Add Node" and select "Summarizer" from the AI Processing category.
  </Step>

  <Step title="Connect it to your trigger">
    Draw a connection from your Form Submission trigger (or any upstream node) to the Summarizer.
  </Step>

  <Step title="Configure the prompt (optional)">
    Customize the summary prompt if you want specific formatting or focus areas. The default works well for most cases.
  </Step>

  <Step title="Set the summary length (optional)">
    Choose short, medium, or long summaries based on your needs. Default is medium.
  </Step>

  <Step title="Use the summary downstream">
    Access the generated summary via `{{agent.summary}}` in email notifications, Slack messages, or CRM notes.
  </Step>
</Steps>

## 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.

| Option | Length                  |
| ------ | ----------------------- |
| Short  | 1-2 sentences           |
| Medium | 2-4 sentences (default) |
| Long   | 4-6 sentences           |

## Output Variables

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

## Use Cases

<CardGroup cols={2}>
  <Card title="Long-Form Feedback" icon="file-text">
    Condense lengthy customer feedback or survey responses into actionable insights.
  </Card>

  <Card title="Support Requests" icon="message-square">
    Summarize detailed support tickets so agents can triage faster.
  </Card>

  <Card title="Sales Inquiries" icon="zap">
    Extract key details from demo requests or contact forms for faster follow-up.
  </Card>

  <Card title="Application Forms" icon="envelope">
    Summarize job applications, partnership requests, or vendor submissions.
  </Card>
</CardGroup>

## 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:
{{agent.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

<Tip>
  **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.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="AI SDR Qualifying" icon="user-check" href="/guides/ai-nodes/qualifying">
    Classify leads with AI reasoning
  </Card>

  <Card title="Email Notifications" icon="envelope" href="/guides/workflows/email-notifications">
    Use summaries in email alerts
  </Card>
</CardGroup>