> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.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

> [card] Faster Triage
>
> Quickly understand submission content without reading every word.

> [card] Better Notifications
>
> Include summaries in Slack messages or emails for at-a-glance context.

## How to Use

**1. Add the Summarizer node**

In your workflow, click "Add Node" and select "Summarizer" from the AI Processing category.

**2. Connect it to your trigger**

Draw a connection from your Form Submission trigger (or any upstream node) to the Summarizer.

**3. Choose key fields (optional)**

By default the AI summarizes all submission data. Optionally pick specific fields to focus on.

**4. Add summary instructions (optional)**

Guide the summary with free-text instructions — e.g. "Focus on the prospect's needs and timeline. Keep it under 3 sentences."

**5. Use the summary downstream**

Access the generated summary via `{{agent.summary}}` in email notifications, Slack messages, or CRM notes.

## Configuration

### Key Fields to Summarize (Optional)

Select specific fields for the AI to focus on. Leave empty to summarize all available submission data.

### Summary Instructions (Optional)

Free-text instructions for how to generate 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."
```

### ICP Context (Optional)

Describe your target audience so the AI generates more relevant summaries. You can use your team's default ICP (from AI Agents → Training) or write a custom one for this node.

## Output Variables

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

## Use Cases

> [card] Long-Form Feedback
>
> Condense lengthy customer feedback or survey responses into actionable insights.

> [card] Support Requests
>
> Summarize detailed support tickets so agents can triage faster.

> [card] Sales Inquiries
>
> Extract key details from demo requests or contact forms for faster follow-up.

> [card] Application Forms
>
> Summarize job applications, partnership requests, or vendor submissions.

## Example: Email Notification with Summary

A common pattern is to include the AI summary in your team's notification so everyone gets instant context. The Email Notification node supports template variables, so you can drop the summary straight into the message body.

**Email Message Template:**

```
New submission from {{field.name}} ({{field.email}})

AI Summary:
{{agent.summary}}
```

The Slack destination also includes agent outputs (including the summary) in its structured message automatically.

## 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, use summary instructions to extract urgency and issue type
* Ask for concise output in the summary instructions when the summary will appear in notifications

> [!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.

## Next Steps

> [card] [AI SDR Qualifying](https://docs.useorbitcrm.ai/guides/ai-nodes/qualifying.md)
>
> Classify leads with AI reasoning

> [card] [Email Notifications](https://docs.useorbitcrm.ai/guides/workflows/email-notifications.md)
>
> Use summaries in email alerts


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