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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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