---
schema_version: "1"
id: fa17a3ffa25f74edd94f0a2dde61fd1f23a22bdb5b1ea134f842e04b795665d9
title: Generate a Notes Summary (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_einstein_notes_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_einstein_notes_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b4ab2397d0e46e86a5acf766f6c56cac171c5beb80fee080045fa7e3f622639f
description: Use Einstein Notes Summary to quickly absorb information about constituents, participants, or grantees to provide them with the best service possible. Einstein Notes Summary helps major gift officers to learn about the donor before they make a solicitation call. Einstein Notes Summary helps case managers familiarize themselves with notes on the program participant before their next interaction. Quickly identify the actions or tasks that were logged in a note but not completed.
products:
  - Nonprofit
release: "264"
---
# Generate a Notes Summary (Beta)

Use Einstein Notes Summary to quickly absorb information about constituents, participants, or grantees to provide them with the best service possible. Einstein Notes Summary helps major gift officers to learn about the donor before they make a solicitation call. Einstein Notes Summary helps case managers familiarize themselves with notes on the program participant before their next interaction. Quickly identify the actions or tasks that were logged in a note but not completed.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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>, and <strong>Unlimited</strong> Editions with Nonprofit Cloud or Education Cloud and the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons</td></tr></tbody></table>

<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:center;vertical-align:top;" id="d38149e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38149e70 ">To use Einstein Generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38149e70 ">
              <p>Context Service Admin</p>
              <p>AND</p>
              <p>Context Service Runtime</p>
              <p>AND</p>
              <p>CopilotSalesforceUserPSG permission set group</p>
              <p>AND</p>
              <p>Einstein Copilot for Salesforce Admin</p>
              <p>OR</p>
              <p>Einstein Copilot for Salesforce User</p>
              <p>AND</p>
              <p>Einstein for Service Innovations</p>
              <p>AND</p>
              <p>Prompt Template Manager</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Prompt Template User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38149e70 ">To use Einstein Notes Summary:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38149e70 "> Interaction Summary </td>

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

1. From any application, open the account page that has the notes that you want to summarize.
2. To generate a summary of the program, click the button in the Einstein Notes Summary pane.
    
    Einstein analyzes your request and provides a summary result.
3. To copy the summary so that you can paste it into a document, click **Copy**.
4. To get a different version of the summary, click **Generate**.