AI Report Summary

Owners are busy. Many read the first line of a report and stop.

The AI Report Summary gives them that first line. When a report is completed, the system reads it and writes a short summary for the owner, for example:

Everything at the property looked good except that the pool level was low. A small water stain was noticed on the bedroom ceiling.

It says whether everything was fine, then names anything your technician flagged or noted. It is usually one to three sentences, a little longer only when there is more to report.

The AI Report Summary works only with HWIT Reporting. It does not appear for companies using MonitorQA or SafetyCulture.

Put the summary on the report

You need to be an Admin or Full Access user. You turn it on for each report template.

1. In the web app, go to Lists → Report Templates.
2. Open the template and click Edit Settings.
3. Turn on Include AI Summary.
4. Click Close.

From now on, every report completed with this template starts with the summary, at the top of the report and the PDF.

Turning the switch off hides the summary again, also on reports you already sent.

Put the summary in the report email

1. Open Manage Lists and click the Email Templates tab.
2. Open your Report email template.
3. Click in the body where the summary should go.
4. Pick {{report.aisummary}} from Insert token….
5. Click Save.

The email uses the same summary as the report. If Include AI Summary is off on the report’s template, the summary is written when the email is sent.

Fix a summary

The summary is written by AI, so read it now and then. If one is wrong:

1. Open the report from Reports.
2. Change the text in the AI Summary box.
3. Click Save.

The report shows your text straight away. If the email was already sent, click Resend Report to send the corrected one.

If you never want AI to write it, turn Include AI Summary off, take {{report.aisummary}} out of the email, and write your own summary in a question on the report instead.

Good to know

• What it reads. Answers your technician flagged (red, orange or any answer set as a problem) and the notes they wrote. It never adds anything that is not in the report.
• Nothing to report. When nothing was flagged and there are no notes, it says Everything was checked and in order.
• Language. It is written in your company’s language: English, French, Spanish, Portuguese (Portugal), German or Italian.
• Written once. The summary is written when the report is completed. Changing an answer later does not rewrite it. Change the summary yourself if needed.