---
schema_version: "1"
id: 5ba18689a919239b649d2c7a4898f5002b07d211278516862db8890e7dcb55c8
title: Field Service | Summarize Service Appointment Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_summarize_appointments.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_appointments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16950f4b28a972f52c32693143a0bb4910f37d859060458a7515eecb87a242dd
description: Generates a summary of one or more service appointment notes. The output depends on the prompt templates the user has access to.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Field Service | Summarize Service Appointment Notes

Generates a summary of one or more service appointment notes. The output depends on the prompt templates the user has access to.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
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          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d59115e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d59115e73">&nbsp;</th>
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          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d59115e70 d59115e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

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## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizeApptNotes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Summarize Appointment Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>

## Summarize Appointment Notes and Prompt Templates

This agent action calls the Summarize Appointment Notes standard invocable action to create service appointment note summaries. The Summarize Appointment Notes standard invocable action identifies notes for appointments based on the status category, start date, and end date. The Scheduled Start and Scheduled End OR the Actual Start and Actual End are checked to make sure that they fall within the start and end date range. If a date range isn’t provided, the agent action considers appointments for the past 6 months and provided status category.

## Considerations

- The status category input must be an actual Status Category on the service appointment.
- The start date and end date range can’t exceed 6 months.
- Only service appointment records and the Service Note field can be summarized. Data Cloud and other data sources aren’t supported.
- Users can’t refine a previously generated summary.
- The summary doesn’t include news related to the account or company.