Revenue | Summarize Contract Document
The Summarize Contract Document agent action calls Summarize Contract prompt templates of type Document Summary to create clear and business-focused contract overviews.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations. |
| User Permissions Needed | |
|---|---|
| To run this action: | Data Cloud Admin AND CLM Admin User AND Contracts AI User |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeContractDocument |
| Reference Action Type | Prompt Template |
| Reference Action | clm_ai__ContractDocumentSummary |
| Does this action execute one or more prompt templates? | Yes |
Summarize Contract Documents and Prompt Templates
The Summarize Contract Document agent action uses Summarize Contract prompt templates of type Document Summary to generate clear, business-focused overviews. It can summarize the entire contract or focus on specific areas—such as clauses, financial terms, durations, and obligations—based on the user’s query.
The action passes two required, non-editable inputs to the chosen template:
- Query – the user’s question.
- Contract ID – the ID of the contract record to analyze.
- Chunk Limit - the limit of the maximum number of chunks to be retrieved based on user query
The prompt template returns a rich-text summary in the Contract Document Summary output variable.
Customization options: In the default summary, if you want some sections of the contract document to be present which is not your template, you can customize the prompt template and create a new version of the prompt template. You can modify your prompt template instructions to create a new custom version and activate it to customize the template. See Customize Prompt Template for Contract Search.
Guidelines and Considerations
Before using this action, make sure you’ve completed the Contract Search setup and understand any constraints. See Configure Contract Search and Contract Search Limitations.
