SECTIONSProject Summary Actions
The PSA AI Agent Service provides the following invocable actions that generate and list project summaries. You can add these actions to your own Agentforce agents and to Salesforce flows. The Certinia Project Assistant Agent also uses these actions in its Project Summarization topic.
* – Mandatory field
Generate Project Summary
Generates an AI-powered summary for a single project. You provide the project and the summary key that selects the summary template, and optionally the output format.
The Generate Project Summary action has the following inputs:
| Input | Description | |
|---|---|---|
| Format | The output format for the summary. Enter HTML, JSON, MD, or TEXT. If you do not specify a format, the summary is generated in JSON. | |
| Project ID | * | The Salesforce ID of the project to summarize. Only one ID is supported per request. |
| Summary Key | The configuration name that controls which summary template is used. If you do not specify a key, the default summary is generated. |
The Generate Project Summary action returns the following outputs:
| Output | Description |
|---|---|
| Error Message | The error message returned if the action cannot generate the summary. |
| Project Summary | The generated project summary, in the format specified by the Format input. |
Get Available Project Summaries
Lists the project summary types that are available to generate in your org, so that you can see which summaries you can request. Each available summary has a key and a matching label.
The Get Available Project Summaries action has the following input:
| Input | Description | |
|---|---|---|
| Search Term | Text used to filter the available summaries by label. The search is not case-sensitive. Leave this blank to return every available summary. |
The Get Available Project Summaries action returns the following outputs:
| Output | Description |
|---|---|
| Error Message | The error message returned if the action cannot retrieve the summaries. |
| Summary Keys | The configuration names of the available project summaries. Pass a key as the Summary Key input of the Generate Project Summary action to generate that summary. |
| Summary Labels | The display names of the available project summaries, matching the summary keys. |