Summarize data and extract insights with Stackby AI

How to summarize comments in Stackby

Use AI where conversations happen. Generate a concise thread recap that captures the main points, decisions, and open questions, then refresh as new comments arrive to keep everyone aligned without rereads. Favor clear, neutral tone and include who-owns-what for next steps.

Tips:

• Keep summaries short (3–6 bullets) and end with action items and owners.

• Re‑run summaries when new replies land, or on a schedule during active reviews.

Summarize data with a Stackby Template

Start fast with built-in summarization patterns tailored to common inputs. Point the AI field at a notes/transcript column and choose a template like “Meeting recap” or “Feedback digest,” then adjust tone and length. Templates ensure consistent, readable outputs across records.

Good defaults:

• Meeting recap: agenda, key decisions, blockers, next steps with owners and dates.

• Feedback digest: themes, sentiment, top quotes, suggested actions.

Advanced AI-powered summaries

Custom Prompts

Switch to a custom prompt when the workflow needs structure or constraints. Reference multiple fields and require specific sections so the output can drop straight into reports.

Incorporating AI summaries into Automations

Trigger summaries on events and route the results where they’re needed. Use the generated text in emails, posts, documents, or write back to fields; chain steps if a second pass is useful.

• Weekly digest: every Monday, find shipped or upcoming launches, summarize status and risks, and email stakeholders.

• Meeting rollups: after “Design review,” summarize notes and post to the channel with action items.

• Feedback pulse: nightly, group new feedback by product area and send a brief with themes and top quotes.

Try Now

• Field setup: add an AI field “Summary,” select a template, set Input = {Notes/Transcript}, Tone = “concise, neutral,” and length = 120–180 words. Test on 5 records.

• Custom prompt: require sections (TL;DR, Decisions, Risks, Actions) and strict length caps; include owner and due date for each action.

• Automation: on record created or status changed, generate Summary and post to a channel; on Fridays, compile a weekly digest from items with “Shipped” or “Due next week.”