Summarizing a Document

Conga Co-Pilot can summarize an agreement document, making it easier to review lengthy contracts. The Summary feature available in Conga Co-Pilot enables users to generate these summaries efficiently.

Prerequisites

• User has access to agreement records.
• An agreement record has associated agreement documents.
• User has Conga Co-Pilot access.

To generate a document summary 

1. Select an agreement from the Agreements tab.
2. Go to Documents > Agreement Documents. This displays a list of agreement documents.
   

   • You can open DOC, DOCX, and PDF file formats.

   • You can only select one document at a time for summary.

3. Click the document's Copilot link, which opens the document window to the left and the CO-PILOT window to the right.
4. In the CO-PILOT window, click the Summary icon (). This opens the DOCUMENT SUMMARY window showing the summary in two sections: a contract summary section that highlights the key points related to the document and a brief summary section that offers a concise overview of the agreement document.
   
   
   
   

   When you request a summary of the same document again, Co-Pilot delivers the previously stored response instead of conducting another AI analysis.