4.5.4 Summary Composer

The Summary Composer bot within the Orbit platform is designed to help users extract specific insights from dense documents, such as reports or earnings call transcripts, and compile them into concise summary reports. This bot is particularly useful for targeted investigations where users need to distill large volumes of information into key takeaways that align with their analysis needs.

What the Summary Composer Bot Does:

• Detailed Question Templates: Users can set up detailed question templates that the bot uses to extract relevant insights from the source documents. These templates guide the bot to focus on specific sections or types of information within the documents.

• Concise Summaries: The bot compiles the extracted insights into concise summaries, making it easier for users to digest the information and integrate it into their analysis.

• Editable Outputs: Users have the flexibility to fine-tune the generated summaries, ensuring that the final output aligns perfectly with their specific requirements and analysis goals.

Steps of the Setup:

The setup process for the Summary Composer bot is structured to ensure that users can customize their workflows to produce the most relevant and accurate summaries.

1. Define Basics

• Batch Name: Users begin by assigning a name to the workflow, which will help in managing and identifying it within the platform.

• Description: A brief description can be added to explain the focus of the summary or the specific types of documents that will be analyzed.

2. Frequency Setup

• Single or Recurring Execution: Users can choose whether the workflow should run just once or on a recurring schedule. This is useful for ongoing projects where summaries need to be updated regularly as new documents become available.

3. Concept Selection

• Selecting Concepts: Users select the concepts from the Concept Management system that will guide the extraction process. These concepts act as templates for the bot to identify and pull out the most relevant information from the documents.