> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowforma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Summarisation

> The Summarisation rule uses generative AI to create a concise summary of selected form questions, output to a text field with configurable context.

The Summarisation rule uses generative AI to generate a summary of questions on a form. As part of the rule configuration, you can determine which questions to include when generating the summary.

See also the [Summarisation Feedback](/product/creating-flows/questions/question-types/summarisation-feedback) question.

<img src="https://mintcdn.com/flowforma/e4wTC4Z8qF9XOc7u/images/product/creating-flows/business-rules/business-rule-types/ai-assistants/summarisation/summarisation-1.png?fit=max&auto=format&n=e4wTC4Z8qF9XOc7u&q=85&s=bc7eca100a81a6c5c75dbe8bd3933efd" alt="Summarisation rule configuration" width="796" height="870" data-path="images/product/creating-flows/business-rules/business-rule-types/ai-assistants/summarisation/summarisation-1.png" />

## Title

The first part of the business rule lets you define a **title** for your rule and select the event on which it operates. The default title is the standard **FlowForma** rule name; change it by deleting the text and entering your own.

In the **event** field you determine when the rule is executed. For a flow this can occur when the form is loaded, started, or completed. For a step this can occur when the step is started, saved, or completed. For questions it can occur when the question is updated.

## Rule condition(s)

The second part of the business rule lets you set conditions. These are not required, but if entered they control when the rule is executed in relation to other items in the form.

## Rule actions

* **Input questions**: Select the questions from your flow that you want included when generating the summary
* **Output question**: Select a Multiple Line of Text question that the summary will be sent to
* **Feedback question**: Select the [Summarisation Feedback](/product/creating-flows/questions/question-types/summarisation-feedback) question if you want to provide feedback on the summary
* **Context**: Select the relevant location to set the context of the summary; additional context helps provide a more accurate summary
  * **Form title**: Bases the context of the summary on the form title
  * **Step title**: Bases the context of the summary on the step title
  * **Free text**: Manually enter a context for the summary to be based on

- **Stop execution**: if stop execution is enabled and this rule is executed, no other rules are executed.
- **Enabled**: rules aren't saved to a list like questions and steps are, so if you want to stop a rule executing without deleting it, toggle this option to enable or disable the rule.
- **Enable audit**: if checked, a record is added to the audit trail when this rule is executed. This option is available when the Compliance feature pack is activated.

## Use cases for the Summarisation rule

* **HR Onboarding**: Summarize key details about a new hire (e.g. role, start date, equipment needs) to provide managers or IT with a quick overview.
* **Expense Approvals**: Generate a short summary of submitted expenses, total amount, and reason for quick review by finance approvers.
* **IT Access Requests**: Summarize requested systems, access level, and justification to speed up decision-making by IT admins.
* **Incident Reporting**: Provide a concise summary of an incident report for easier escalation or review by compliance teams.
* **Purchase Requests**: Summarize items requested, cost, and business justification to help procurement or budget holders make fast decisions.
