AI Summarization Workflow Configuration Guide

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This Guide is a comprehensive document that outlines the procedures and steps for configuring and implementing an AI Summarization workflow within a specific system or platform. This serves as a reference and instructional manual, providing users with detailed insights into the necessary configurations and settings required to utilize AI summarization capabilities effectively.

Purpose:

The purpose of the AI Summarization Workflow Configuration Guide is to offer a systematic and user-friendly resource for individuals tasked with setting up AI summarization workflows. It covers key aspects such as importing standard AI summarization, uploading corresponding CSS files, and navigating through the Business Automation module for efficient implementation. By following the guide, users can successfully configure AI summarization workflows, ensuring optimal functionality and integration within their specific context.

Workflow Overview

The figure below illustrates the various stages of the workflow overview.

Import Standard AI Summarization

To bring in standard AI summarization, upload the associated CSS file, AI Summarization Style Guide.css and follow these steps:

1. Navigate to "Business Automation" → "Import."

2. Choose the Workflow Template and click on "Open."

3. Upload the AI Summarization Guide CSS and proceed with the import.

CSS Guide: AI Summarization Style Guide.css

Enable Standard AI Summarization

Note: If you are utilizing the Standard AI Summarization template without modification, the steps below are sufficient for enabling it. For a more detailed guide on starting from scratch, refer to the Workflow Configuration section.

Document Sent

(Relationship)

External API: Main Info

API Key: Insert the provided API Key.

Format: x-api-key: 123456789

Replace "123456789" with the provided API Key.

Query Summarization

(Relationship)

External API: Main Info

API Key: Insert the provided API Key.

Format: x-api-key: 123456789

Replace "123456789" with the provided API Key.

Workflow Configuration

Note: Modifying field inputs, field names, or text may impact the viability of the workflow.

The following details the prerequisites for constructing an AI workflow from the ground up. If you are utilizing the Standard AI Summarization Template without modifications, refer to the above content to enable the workflow.

Intake Form	File Requirements: Explanation of the necessary file requirements for the AI Summarization tool. File Name: This field is mapped into the following downstream components: Summarization Complete (Relationship) Summarization Failed (Relationship) Review Summary (Stage 4) Review Error (Stage 5) 3. File Upload: Mandatory for AI Summarization. Documents uploaded through the File Upload feature will undergo AI Summarization. Ensure the File Upload field has validation to exclusively accept PDF file formats. Note: All field names and eSignature tabs must match exactly.
Routing Form	1. Job ID: This field is essential for the execution of AI Summarization and is mapped to: Query Summarization (Relationship) 2. Status: This field is mapped to: Summarization Complete (Relationship) Summarization Failed (Relationship) Review Summary (Stage 4) Review Error (Stage 5) 3. Reason: This field is mapped to: Summarization Failed (Relationship) Review Error (Stage 5) 4. Resolution: This field is mapped to: Summarization Failed (Relationship) Review Error (Stage 5) Note: Ensure precise matching of all field names and eSignature tabs.
Summarization Form	Document Summary This field is crucial for initiating AI Summarization and is mapped to: Summarization Complete (Relationship) Review Summary (Stage 4) Note: Ensure exact matching of all field names and eSignature tabs.

File Uploaded (Stage 1)	Form Access
	Conditions
	CSS Attachment Optional: A style guide for partially replicating the appearance of the standard AI Summarization Template.

Document Sent (Relationship)	Notifications None - Deactivate any default Notifications.
	External API: Main Info API Endpoint: https://t3tmy0vgcc.execute-api.eu-west-1.amazonaws.com/dev/api/v1/summarization API Key: Provided Separately fieldname: This should be mapped to the field “File Name” as setup on the intake page.
	External API: Request Schema: { "input_file" : "::field:element6:content::" } Where “::field:element6:content::” is the Upload File
	External API: Response Note: All the text must match exactly.
	External API: Aliases Note: All the text must match exactly.

Stage Auto-Completed (Stage 2)	Form Access

Query Summarization (Relationship)	Notifications None - Deactivate any default Notifications.
	External API: Main Info API Endpoint: https://t3tmy0vgcc.execute-api.eu-west-1.amazonaws.com/dev/api/v1/summarization/::field:element8:: ::field:element:8:: = Job Id API Key: Provided Separately
	External API: Response Note: All the text must match exactly.
	External API: Aliases Note: All the text must match exactly.
	Auto Submit

Summarization Generated? (Stage 3)	Form Access
	Start Parallel

Summarization In Progress (Relationship)	Notifications None - Deactivate any default Notifications
	Conditions
	Auto Submit

Summarization Complete (Relationship)	Notification Compose a draft for the "Summarization Complete" email. Mapped Fields: fileName Summarization Attach File: Upload File TAP AI Summarization Refer to the configuration guide for instructions on creating this PDF document.
	Conditions

Review Summary (Stage 4)	Form Access

Summarization Failed (Relationship)	Notification Compose a draft for the "Summarization Complete" email. Mapped Fields: fileName status reason resolution
	Conditions

Review Error (Stage 5)	Form Access

Workflow Templates	Document Builder Use this feature if you wish to include a PDF of the summarization in the email notification.