I have a table of notes that are related to leads (one lead has many notes).
I want to use AI to summarise all the notes for a lead.
How do I do that?
Which table do I do it in?
In the leads table, you can add a relation/query to get all the notes for that lead.
Then you can create a Joined List separated by anything you want. E.g:
It would look like that:
Add an AI Generate Text column and set the instruction to:
“Summarize all the notes for a lead.”
In the input, set the joined list column.
Do some fine-tuning until you like the output.
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