This helps teams:

• Quickly understand lengthy notes without reading the entire content.

• Capture key discussion points and updates faster.

• Reduce manual effort spent reviewing detailed notes.

• Improve collaboration by making note context easier to consume.

Depending on the content of the note, Zia analyzes the information and generates a contextual summary highlighting the most relevant details.

Availability

Enabling Note Summary  

1. Go to Setup > Zia > Zia Summary.
   

2. Turn on the Note Summary toggle.
   

3. Set the summary language and enable sentiment analysis, if required. Then click Save. .

Generating Notes Summary  

1. Navigate to a supported module.

2. Open a record containing notes. Click the Notes Summary option.
   

3. You can also view the summary of individual notes.

Zia will analyze the note and generate a concise summary.

Notes  

• Note Summary is generated based on the content available within the note. The accuracy of the summary depends on the completeness and clarity of the note content.

• Generated summaries are intended to assist users and should be reviewed before making hiring decisions.

• Summaries cannot be generated for notes associated with records locked under GDPR.

• Very short notes or notes with limited context may not generate meaningful summaries.