Clean up your notes in just a few clicks with our AI Summarize tool. It can summarize your notes, fix grammar mistakes, and clear up typos and misplaced punctuation so you spend less time editing and more time with your clients.
How to use AI Summarize
After writing your notes, highlight the section you'd like to summarize.
Once the text is highlighted, the AI Ask menu will appear.
Select Summarize note. A text box will show your summarized notes.
If you're happy with the result, select Insert to add it alongside your original notes, or Replace to swap it in for your original notes.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.