Attachment summarizer for quick insights

Opening every single receipt, contract, or ID card just to find one date or amount is a drain on your focus. We’ve added a summarizer tool to image and Smart Attachment fields so you can stop hunting and start acting. With a single click, the AI scans the file and delivers a concise breakdown of what actually matters.

This isn't just a generic text dump. It’s a sharp look at the meat of your documents. Here is how this change helps your workflow:

• Instant context: Get a clear summary of text-heavy images or documents without leaving your form.
• Fields supported: Works directly within both Image Attachment and Smart Attachment fields.
• Better decisions: Evaluate the relevance of an attachment at a glance before committing to a full review.
• Smarter filing: Identify the core contents of messy scans or photos that lack descriptive filenames.

Stop digging through files and let the platform do the heavy lifting. You can find the setup steps and field requirements in our help documentation.