Professional Services Automation Invocable Action Reference

ProjectSummaryConfigQueryAction

Returns the AI project summary types available in the org so an agent can answer "What project summaries are available?". Each summary has a key (the configuration name to pass to the Generate Project Summary action) and a matching human-readable label.

PropertyValue
LabelGet Available Project Summaries
Category
SinceSummer 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsavailable summaries, summary types, project summary configuration

Request Parameters

FieldTypeLabelDescriptionRequired
searchTermStringSearch TermOptional case-insensitive text to filter the available summaries by label. Leave blank to return every available project summary.No

Response Parameters

FieldTypeLabelDescriptionRequired
summaryKeysList<String>Summary KeysThe configuration names of the available project summaries. Pass a key to the Generate Project Summary action to produce that summary.No
summaryLabelsList<String>Summary LabelsThe display names of the available project summaries, aligned with Summary Keys.No
errorMessageStringError MessageError message if the action encounters any issues; null on success.No
© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.