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            Life Sciences | Summarize Investigator

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            Life Sciences | Summarize Investigator

            The Summarize Investigator action summarizes the healthcare provider record for a specific research study.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.
            Permissions Needed
            To use Life Sciences Cloud:

            Healthcloud Starter
            To use Site Management:

            Healthcloud Starter

            AND

            Study Manager for Site Management
            To summarize investigator: Life Sciences Site Management Summarization
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizeInvestigator
            Reference Action Type Flow
            Reference Action sumrzeSiteInv
            Does this action execute one or more prompt templates? Yes
            Required Setup Site Management

            Summarize Investigator and Prompt Templates

            This action uses the Summarize Site or Investigator prompt template to summarize the healthcare provider record for a specific research study.

             
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