Transform the Way You See Data with AI Row Summary

Have you ever encountered a form with more than 50 columns? The moment you open it, you're met with an endless wall of data. Navigating through rows and columns to piece together insights become a tedious and frustrating task. This challenge intensifies when you need to summarize the data for client updates or team collaboration.

Enter Copilot AI Insight Cards for Row Summaries in Power Apps, a game-changer for data management.

Simplified Project Management

Managing projects can feel overwhelming with the endless tasks, deadlines, and resources to juggle. Copilot AI Insight Cards make it easy by turning complex project data into simple, actionable summaries—no more digging through mountains of information. Get the insights you need, instantly and effortlessly.

At a Glance, You Can:

• Monitor the progress of both individual tasks and the entire project timeline, ensuring everything stays on track.
• Identify delays, risks, and resource allocation issues without combing through every detail, giving you a clearer picture with less effort.
• Keep Clients informed with progress reports that are easy to understand, helping build trust and maintain a strong, transparent relationship.

Implementation of AI Insight Cards for Row Summaries in Project and Project Task

Before implementation, make sure you have an active AI Builder license and enable the AI Insight Cards feature from the Admin Center to achieve your desired results.

Then follow these steps to implement AI Insight Cards for project management in Project main form:

1. Select Your Table

Navigate to the solution you want to manage. Select the table to edit and locate the Row Summary option in the customization panel as shown in image.

2. Set Up the Summary Prompt

Input the prompt for data summarization. For instance, if summarizing project progress, create a prompt tailored to key project metrics.

3. Choose the Relevant Table and Columns

After pressing the / key, a list of available inputs, tables, and entities will appear. Choose the Project or Project Task table. Select columns like Task Status, Assigned To, Deadline, and Progress.

Example Prompts

Create a summary of project based on Project Name, Start Date, End Date, Status and output the information in paragraph form.

Project duration based on Start Date and End Date.

Create a Project Task Summary only for Project based on Task Name and Task Status and output the information in bullet points.

4. Verify the Output

Preview the summary in the Prompt response section.

Confirm that it meets your requirements. Click Apply to main forms to include the summary on the main form for Project.

5. Test and Edit

Test the summaries by reviewing projects' main form. Adjust the prompt criteria if necessary to refine the outputs. You can also copy the summary from the form to share with clients or team members for project updates.

By using this process, you can easily implement and customize row summaries to fit your needs in no time!