---
schema_version: "1"
id: 407090db05b0036f5a890e1c0eba9ec03e6743565fa8ddd0ffba4c601e1d9a14
title: Summarize Flows with Agentforce (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_build_summarize_flows_with_einstein.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_summarize_flows_with_einstein.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ab7209e5de6167d0d6a07f4e398939c50cb81c5f9248b1a28cc337ceaf367e2
description: Use Agentforce to summarize new flows, existing flows, and even flows that Agentforce helped you create. Generate summaries of varying lengths to understand what your flows are about and what they do. Agentforce summarizes flows in as much detail as you need. Add the flow summary to the flow description, so anyone can understand how the flow works.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Summarize Flows with Agentforce (Beta)

Use Agentforce to summarize new flows, existing flows, and even flows that Agentforce helped you create. Generate summaries of varying lengths to understand what your flows are about and what they do. Agentforce summarizes flows in as much detail as you need. Add the flow summary to the flow description, so anyone can understand how the flow works.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">This feature requires the Foundations or Agentforce 1 editions. To purchase, contact your Salesforce account executive.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note Summarize a Flow with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d256212e97">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d256212e97 ">To open, edit, create, activate or
              deactivate a flow using all flow types, elements, and features available in Flow
              Builder, including Einstein and Agentforce for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d256212e97 ">Manage Flow</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note You don't need to be an admin to have the Manage Flow permission. Ask your admin to add it to your profile or permission set.

To enable Agentforce\-drafted flows and summaries, complete these tasks:

- Turn on [Einstein generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US) in Setup.
- Go to the Process Automation Settings page in Setup and select **Agentforce flow automation (Beta)**.

You can also use Setup with Agentforce to work with flows more efficiently. For more information, see [Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_overview.htm&language=en_US) and [Flows in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_flows.htm&language=en_US).

Agentforce creates three types of summaries:

- **Short**: The summary provides a brief description of what the flow does in one or two sentences and includes references to any subflows.
- **Standard**: The summary provides a high-level overview of the flow. Standard summaries include information about modified objects and the subflows that the flow refers to.
- **Longer**: The summary describes all the flow steps and includes the input and output variables, the objects that the flow changes, and the subflows that the flow refers to. This is the default summary type.

## Summarize a Flow in Flow Builder

1. Find the flow that you want to summarize and open it in Flow Builder.
2. In the Agentforce panel, click **Summarize Flow**.
    
    If the Agentforce panel isn't visible, click the Agentforce icon in the menu bar. .
    
    Agentforce generates a Longer flow summary by default.
3. To change the length of the generated summary, click **Make Shorter** or **Make Longer**, depending on the current summary type.

## Add the Summary to a Flow Description

1. To add the Agentforce\-generated summary to the flow description, click **Add to Description**.
    
    If the flow has an existing description, you can update it with the summarized version.
2. To update the flow description of a flow definition with the summarized version, first click ![The copy icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_copy_icon.png) under the summarized flow, and then click ![The edit version icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_edit_version.png). Paste the summarized version under Description and edit as needed.
3. Click **Done**.

## Summarize Subflows Referenced by Main Flows

The main flow summary provides a concise overview of the subflows in the context of the main flow. To generate a detailed summary of each subflow and add the summary to the subflow description, click the link to the subflow and summarize the subflow separately.

1. Summarize the main flow that contains one or more subflows.
2. Open the subflow reference in its own Flow Builder window.
3. Click **Summarize Flow**.