---
title: "Summarize a pipeline with AI"
slug: "summarize-a-pipeline-with-ai"
updated: 2026-06-03T17:48:27Z
published: 2026-06-03T17:48:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Summarize a pipeline with AI

Use Quickbase AI to generate a plain-language summary of an existing pipeline. AI Smart Builder reads the pipeline's steps and produces a description you can save, along with a per-step breakdown you can copy.

## Summarize a pipeline

Summarize a pipeline from the My pipelines page or from inside an open pipeline.

- On the****My pipelines page, select the **Summarize**button in the Description column of the pipeline you want to summarize. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1780428869945.png)
- From an open pipeline, select **Summarize** next to the pipeline name. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1780428649749.png)

AI Smart Builder then generates a summary based on the pipeline's steps and displays it in the Description field in the Basic Info panel. A per-step breakdown appears below the description.

Review the summary and the per-step breakdown before saving.

## Save a summary as the pipeline description

To replace the existing pipeline description with an AI-generated summary:

1. Review and edit the summary in the Description field as needed.
2. Select **Use as description**.

> [!NOTE]
> Note
> 
> Saving the summary only keeps the description. Select **Copy all** to keep the per-step breakdown.

## Copy the per-step breakdown

The per-step breakdown is not saved with the pipeline. To keep it, copy it before leaving the page.

1. In the Details panel under Description, select **PER-STEP BREAKDOWN**to expand it. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1780500152226.png)
2. Select **Copy all**to copy every step's explanation to your clipboard. Then, paste the breakdown wherever you want to keep it (for example, in a step's notes or in a separate document).

![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1780500193231.png)

## About pipeline summary sessions

The pipeline summary is temporary. Refreshing or navigating away from the page clears the summary and the per-step breakdown.

To keep any part of it, take action before leaving the page. For example:

- Save the summary as the description.
- Select **Copy all** to keep the per-step breakdown.

This feature is part of Smart Builder: AI Workflows and is controlled by the same toggle in AI Controls.