Demo Buy

Using the AI summary and attachment analysis

In the Summary & Details tab of the side panel, the user sees a short summary of the email and an analysis of the attachments. An attached invoice, quote or contract is turned into a card with parties, dates, amounts, document details and action items. Capabilities AI is explained on the page.

  • User who can see the email (AI permission to re-interpret)

How to use the AI summary and attachment analysis?

The user sees a short summary of the email and an analysis of the attachments in the Summary & Details tab in the side panel. Who can do this: a user who can see the email (AI permission to re-interpret it). The summary and attachment cards are saved; when the email is reopened, they appear without waiting. An attached invoice, quote or contract is turned into a card with the parties, dates, amounts, document details and actions to be taken.

Steps

  1. Open the email and click the Summary & Details tab on the far right. The Content summary explains what the email asks for in a few sentences 1; if it is long, it is shortened, and Show more reveals the full text. The AI's warnings about this email are shown in full in a separate section below the summary.

  2. To have the summary prepared again, click Reinterpret 2. The new summary replaces the saved one.

  3. In the Attachments section, open the attachment card 3. The card contains the document type, Parties, Dates, Amounts, Document details, Highlights and Action items.

  4. If the attachments have not been analyzed, click Analyze … attachment with AI. To see the card's file, choose Show file.

The Helper panel's Summary & Details tab: owner and status, sender, attachments, abbreviated content summary and separate warnings
  1. 1Mail summary
  2. 2Interpret again
  3. 3Attachment document card
Summary & Details tab, with demo data.
Result The summary and additional cards are saved; they appear without delay when the mail is reopened. For short mails, "This mail is already short" appears instead of a summary.
TipYour organization's abbreviations and terms are managed by your administrator as context for the AI can add; summaries are more accurate. Re-prompting consumes AI credits.

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