You are here:
Draft Summaries with Einstein Generative AI (Beta)
Use Einstein generative AI to save time and effort on tedious summarization tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud or Education Cloud and the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons |
- How Einstein Generative AI Works With Your Salesforce Data (Beta)
Einstein Generative AI uses data from Salesforce to automatically generate helpful documents. - Generate a Program and Benefits Summary (Beta)
Use Einstein Program and Benefits Summary to quickly draft a program and benefits summary that accurately describes the program progress to stakeholders. Program managers can can save the time spent on creating program updates to share with internal and external stakeholders. - 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. For example, major gift officers must learn about the donor before they make a solicitation call. Case managers must 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. - Generate a Funding Award Summary (Beta)
Grantmaking program officers often use a funding award summary to determine the health of a specific grant. Officers use this information to decide how much engagement is needed, if additional funding disbursements can be made, and whether to provide future funding to the recipient. Gathering information to make these determinations is an arduous task. Use the Einstein Funding Award Summary to quickly identify if the grant is meeting its milestones and fulfilling its requirements. - Generate a Board Version of a Grant Application (Beta)
Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.
Did this article solve your issue?
Let us know so we can improve!
