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Welcome to Karbon's AI Beta

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P
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We have access and are using the feature. So far this is RAD!

Tyler Wilcox CPA
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Hi Logan,

I am not currently able to see the ‘Summarize’ feature.

Ben Zachary
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Userlevel 1

Summarize feature is now live for our firm - Excited to start testing it out!

M
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Summarize is there! Error when it was a big thread, but working on others.

 

Kevin Eyman
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We are seeing it!

TaBetha Awaldt
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@Logan Baillie I have the feature available! Thank you!! 

Karla Hourigan
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Userlevel 3
Badge +2

@Logan Baillie - I think the option to share would be preferrable

#makingadifference
Logan Baillie
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Userlevel 5

Hi @Karla Hourigan this is great feedback - thank you for sharing! Would you prefer the summary to persist for everyone if it was created, or as you mentioned to be given the option to share as a comment?

@Eric Cohen also a great callout - thank you for this. I will relay the feedback back to the team. 

Eric Cohen
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Userlevel 3
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I agree Karla… Having the option to share the summary into a comment so everyone can see it would be nice… as well as a remove option. 

 

It would also be nice if it can make mention of any attachments (might not be able to read the attachments, but that would be SUPER COOL) but at least mention there was an attachment called ...

Karla Hourigan
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Userlevel 3
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It would be good if you could ‘undo’ or ‘remove’ a summary that was created in error

#makingadifference
Karla Hourigan
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Userlevel 3
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Thanks @Bovard CPA - The team are already on the Beta and can see the Summarise button, however when an individual user produces a ‘Summary’, this itself is not visible by other users. The Summary is unique to their own user login view. 

#makingadifference
Bovard CPA
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Userlevel 1

@Karla Hourigan Karla, I believe all that you need to do is to ask Karbon to add your teammates to beta in order for them to see summarizes.   Any teammates with visibility to communication are now able to see Summary.   Hope that helps.

Bovard CPA
Karla Hourigan
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Userlevel 3
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Loving this feature. 

Something that wasn’t obvious was if the Summary produced is visible to other team members, which after testing we realised it is not.

So, we tested generating the summary on the same thread by multiple users and also found out that the Summary is also unique to the user with the content of the Summary varying between users. 

Our work around is to copy & paste the Summary as a comment so others can see what has been produced and any additional comments are referencing the same content however I think it would be good to have a simple ‘share’ button on the summary produced that automatically converts & posts it as a comment for others to see. 

#makingadifference
Karla Hourigan
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Userlevel 3
Badge +2

I’m LIVE!! Very exciting ✨

#makingadifference
Logan Baillie
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Userlevel 5

@Bovard CPA your teammate Barb should also have this enabled. Can they please close Karbon and re-launch to see if that resolves the issue. 

Also, this is great feedback so far. If you could grab a few screenshots and share them with me, that would be greatly appreciated. 

Bovard CPA
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Userlevel 1

This is going to be such a huge timesaver.   The accuracy of summarizations is incredible.   

Just a couple of observations from initial summarizations: 1) on occasion it is including links for uploading files and calendar appointments from email signatures in the summarizes and 2) when re-summarizing email chain after additional comments/responses are added, the updated summary doesn’t always include all subsequent comments/responses.   Probably due to a time lag.   

 

Thanks to Karbon team for releasing this feature.   Can’t wait to see additional AI features but this one will be difficult to beat.  Easily a favorite Karbon feature already.

Bovard CPA
Bovard CPA
Rank
Userlevel 1

I’m able to Summarize in my Karbon Triage but my team member, Barb Bovard, doesn’t have feature.   Is there something she needs to do on her end in order to have feature added to her Karbon?

Bovard CPA
Eric Cohen
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Userlevel 3
Badge +3

Yep! Summarize is now in my Karbon Triage.

 

LFG!

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