Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionCreateAIPlaybookSummary

Generates a summary of the provided playbook record.

Property	Value
Label	Generate Playbook AI Summary
Category	AI
Since	Winter 2026
Read-only	Yes
Supports Agents	Yes
Supports Flows	Yes
Async Action	No
Keywords	playbook, ai, summary, generate

Request Parameters

Field	Type	Label	Description	Required
`RecordId`	`Id`	RecordId	RecordId	Yes

Response Parameters

Field	Type	Label	Description	Required
`PlaybookSummary`	`String`	Playbook Summary	The AI summary of the playbook record provided.	Yes

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