How can we help you?

How can we help you ?

Summarization

Say hello to the Summarization feature, your new productivity ally!

Summarization is a feature within Needl.ai that is designed using the latest AI to transform the way you consume lengthy documents. With just a click of a button, Summarization empowers you to distill large volumes of information into concise and meaningful summaries.
How to Use Summarization: Step-by-Step Guide
Go to the 'Capital Markets' section in Needl.ai and apply the filter to select the source for your area of interest - whether it's 'Earnings Call Transcripts - India,' 'BSE Annual Reports,' 'Earnings Call Transcripts - US,' or 'SEC.'
Note: For SEC (10K and 10Q reports) and Annual Reports, the Summarization feature currently focuses on summarizing the Management Discussion and Analysis (MD&A) section only.
Capital Market
Choose the desired company from the companies filter or search within the global search.
Click on the three-dot menu and look for the 'Summarize' option within the document card. This option indicates that the document is eligible for summarization.
Summarization check
Once you've selected Summarize, a toast message will pop up, confirming that the summarization process has commenced. Now, you can sit back and relax as our algorithms work their magic!
Summarization dropdown
Once the summary is generated, you'll receive an in-app notification and an email with a link to view the summary.
Summarization dropdown
When you click 'View summary’, from any Summarized document a PDF will open in a new tab.
Summarization dropdown
In the summary, each point is accompanied by citations. These citations are interactive and can be clicked on to highlight the corresponding section in the PDF from where the information originated. This helps ensure accuracy and makes it easy to verify, reducing the chances of false content.
Each point has citation
For any further assistance or queries, don't hesitate to reach out to our support team. Happy summarizing!

FAQ

What types of documents can I summarize using the Summarization feature?

Currently, the Summarization feature is available for 'Earnings Call Transcripts - India,' 'BSE Annual Reports,' 'Earnings Call Transcripts - US,' and 'SEC.' [10k, 10q reports]. We're continually working to expand its capabilities to include more document types in the future.Please Note: For SEC[10K and 10Q reports] and Annual Reports, we currently summarize the MD&A(Management Discussion and Analysis) section only.

Where do I get the summary of my documents?

When you request a summary, you’ll get an email with a link to the summary. Additionally, you’ll receive a notification inside the app, which you can click to access the summary.

Can I download the summary for a document?

Yes, you can download the summary from the PDF viewer.

Can I access the Summarization feature on all devices?

Yes, you can access the Summarization feature on all devices, including desktops, laptops, tablets, and smartphones. Simply log in to your Needl account to start using the feature.

Is there a limit to the number of documents I can summarize?

There is currently no limit to the number of documents you can summarize using the feature. Feel free to make the most of it and save time on reading!

How long does it take to generate a summary?

The time taken to generate a summary may vary based on the length and complexity of the document. The average response time to generate a summary is around 1 minute.

Please check your email for the summary.If you don't receive it, contact the support team at support@needl.ai.

What happens if I miss or don’t get the email with the summary?

If there’s any issue with delivering the summary, you will receive a notification informing you of the failure.  If you still have issues receiving the notification, contact the support team at support@needl.ai.

What happens to my existing notes with summarization outputs?

Existing notes with summarization outputs will remain in their current format. If needed, you can manually export these notes to PDF.

How can I provide feedback or report issues related to the Summarization feature?

We value your feedback! You can share your thoughts, and suggestions, or report any issues you encounter with the Summarization feature by reaching out to our support team through this email id - support@needl.ai