Generating an AI summary
Get an AI-written briefing for any company.
Nook AI reads a company's notes, emails, meetings, tickets and activity and writes a summary covering its current state, sentiment, churn risk and follow-ups.
- Open the company and go to the AI Summary tab.
- Under Your Templates, choose a template, such as CSNook Default.
- Generate the summary.
Switch to List Summary to see every summary generated for the company, with its template, date range and status.
Good to know
Summaries take a short while to process. If a summary shows failed, check the company has enough activity in the date range, then try again.
What the default template covers
- Outline Summary: the account's situation, goals, challenges, recent updates, usage and follow-ups
- Sentiment: the overall tone of recent interactions, with an example
- Churn Risk: concerns raised, recent decisions, business or financial changes, negative experiences and stakeholder changes
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