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Administrator Guide
Last Updated: 2025-05-30
Summarize Articles with AI

Summarize Articles with AI

  • Set up Knowledge Management. See Steps: Set Up Knowledge Management.
  • On the
    Maintain Innovation Services and Data Selection Opt In
     task, select the
    Knowledge Management Articles
     category within the
    People Experience: User Experience Machine Learning
     service.
  • Security:
    • Manage: Help Articles
      View: Help Articles
      , and
      Self-Service: Help Articles
       in the Help functional area.
    • Drive
       and
      View Drive File and Media
       in the System functional area.
Using generative AI, you can summarize the content of an existing article or create a new summarized article from an uploaded DOCX or PDF file. Workday enables you to summarize the content into a general summary article, a frequently asked questions article, or a talking points for managers article.
You can disable AI article summarization in the
Edit Tenant Setup - Help
 task. SeeReference: Edit Tenant Setup - Help.
  1. Access the article editor for an existing article or new article.
  2. As you complete the task, consider:
    Option Description
    Click the
    Generate Content
     icon.
    Use this option to upload a DOCX or PDF file from your desktop or Drive that you want to summarize in a new article.
    Workday automatically attaches the source file to the article in an additional Source Document section. You can remove the attached source document and section after the summarization.
    If you don't enter an article title, Workday uses the name of the file as the article title.
    Select the
    Restructure with AI
     option in the
    Edit
     menu.
    Use this option to summarize content of an existing article.
    You can summarize up to maximum of 5000 words with AI. The minimum amount of words you can summarize is 100.
  3. Select the type of summary that you want to generate with AI.
  4. As you complete the task, consider:
    Option Description
    General Summary
    Summarizes the content into Overview, Key Takeaways, Call to Action sections. The Key Takeaways section displays content in a numbered list.
    Talking Points
    Summarizes the content into Summary, Key Talking Points for Managers, and Call to Action sections. The Key Talking Points for Managers section displays content in a numbered list.
    FAQ
    Summarizes the content into Introduction and FAQ sections. The FAQ section displays content in a question and answer format.
    Workday adds an
    AI Generated
     label to articles with content summarized with AI.
  5. Review the summarized content and click
    Publish
    .
Users can now view the summarized article in Workday.