How to Use the GoHighLevel Summarize Text Workflow Action

The GoHighLevel Summarize Text workflow action helps you condense long content into short, useful notes, similar to how ClickUp summarizes tasks and docs. This guide walks you step by step through configuring summaries for calls, emails, chats, and other records directly inside your automation workflows.

By the end of this article, you will know how to add the action to a workflow, pick the right summary mode, control the output length, and store or reuse summaries anywhere in your account.

What the GoHighLevel Summarize Text Action Does

The Summarize Text action uses AI to take existing content from a record and generate a shorter version that is easier for teams to review. You can use it on multiple content types, including:

• Call transcripts or recordings that already have transcription
• Inbound and outbound emails saved on a contact record
• Two-way SMS or chat conversations
• Notes, custom fields, or other text content stored in workflows

Once the action runs, the summary can be saved to a field, attached as a note, or passed into another step in the same workflow.

Where the GoHighLevel Summarize Action Can Be Used

You add this action inside any workflow that supports AI automation. Typical use cases include:

• Automated call wrap-up notes for sales teams
• Summaries of long support conversations
• Digest-style summaries of email threads
• High-level overviews of form submissions or long text fields

This lets teams quickly scan what happened on a contact or opportunity without reading every message in full.

How to Add the GoHighLevel Summarize Text Action to a Workflow

Follow these steps to insert the action into an existing or new workflow.

1. Open Workflows: In your sub-account, go to the automation or workflows area.
2. Select or create a workflow: Open an existing workflow or create a new one where you want the summary to be generated.
3. Add an action: Click the plus icon in the workflow canvas to insert a new action.
4. Search for the action: In the action list, search for “Summarize Text”.
5. Select Summarize Text: Click to add the Summarize Text workflow action to your sequence.

After inserting the action, you can configure exactly what content should be summarized and how the output should look.

Configuring GoHighLevel Summarize Text Settings

When you open the Summarize Text action, several options are available to define the behavior of the AI summary.

Choose the Content Source in GoHighLevel

The first key step is selecting which text the action will summarize. Depending on your workflow and triggers, you may see some or all of these options:

• Call Transcript: Uses the transcript from a previously logged call.
• Email Body: Uses the content of an email associated with the contact or opportunity.
• Conversation Messages: Uses SMS or chat messages linked to the record.
• Custom Field or Note: Uses text from a specified field or note on the workflow item.

Pick the source that contains the text you want to condense. If you use dynamic data, you can insert variables that point to specific records.

Select the Summary Mode in GoHighLevel

The action typically lets you select how the summary should be generated. Common modes include:

• General Summary: A neutral overview of the content.
• Key Points: Focus on bullet-style highlights or main ideas.
• Action Items: Emphasize tasks, follow-ups, or commitments mentioned in the content.

Choose the mode that best matches the purpose of your automation, such as quick sales notes or support recap items.

Set the Desired Summary Length

You can usually control the length or detail level of the generated summary. Typical length options include:

• Short: One or two concise sentences.
• Medium: A compact paragraph or a few bullet points.
• Long: A more detailed recap while still shorter than the original.

Short summaries work well for pipeline views, while longer ones are better for internal documentation or handoff notes.

Define the Output Destination in GoHighLevel

Once a summary is created, you must specify where it should be stored. Common destinations include:

• Custom Field: Save the summary in a text field on the contact, opportunity, or other entity.
• Note: Create a new note on the record containing the summary.
• Variable for Later Steps: Pass the summary as a variable to future actions in the workflow.

Choosing the right destination makes it easier for your team to find and use the generated text in dashboards and reports.

Practical Use Cases for GoHighLevel Summarize Text

Here are some practical, real-world ways to use the Summarize Text action in your automations:

• Sales Call Recap: After a discovery call, automatically summarize the transcript and store it in a custom “Call Summary” field for quick reference.
• Support Ticket Summary: Summarize long chat or email threads so managers can review outcomes quickly.
• Appointment Notes: Use the action after an appointment to create follow-up notes and push them to internal notifications.
• Lead Qualification Overview: Summarize form responses to highlight pain points, budget, and timeline.

These workflows help teams save time and stay aligned without manual note-taking after every interaction.

Best Practices for Using GoHighLevel Summaries

To get high-quality, reliable summaries, keep these best practices in mind:

• Ensure clear source data: Make sure call transcripts or messages are accurate and complete.
• Match mode to intent: Use action-focused modes when you specifically want tasks and next steps, and general modes for overviews.
• Keep summaries concise: Avoid extremely long outputs unless they are needed for compliance or detailed documentation.
• Test with sample records: Run the workflow on a few sample contacts or calls, then refine your settings based on the results.

Learn More About the GoHighLevel Summarize Feature

For more technical detail about how the Summarize Text workflow action works, you can review the official documentation on the GoHighLevel help center at this source page.

If you want done-for-you setup, optimization, or advanced automation strategies, you can also explore expert services at Consultevo, where specialists help agencies build scalable systems.

By carefully configuring the Summarize Text action inside your workflows, you can automate note creation, speed up reviews, and keep your entire team aligned around the most important details from every interaction.

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