This integration allows Planhat users to leverage Microsoft's Azure Cognitive Services for a variety of text-generation tasks directly within their Planhat data. By activating the "prompt" endpoint of Azure Cognitive Services, users can create flexible "if-this, then-that" automation flows. For instance, when a new note is added to a company within Planhat, the integration can automatically send the note to Azure Cognitive Services with a specific prompt, such as summarizing the meeting with defined headings like "Context," "Problems," and "Next Steps." The summarized output can then be used to update relevant properties within Planhat, such as a "Meeting Summary" field. Authorized Planhat users can connect their Azure Cognitive Services instance through the "Integrate" tab, provided they have the necessary permissions in Microsoft Azure. This capability enhances data analysis, automates content generation, and streamlines workflows by bringing advanced AI text processing directly into the Planhat platform.

Features & Benefits

• Text Generation Automation: Enables running text-generation tasks on Planhat data using Azure Cognitive Services.
• Flexible Automation Flows: Supports "if-this, then-that" automation flows for dynamic data processing.
• Data Summarization & Analysis: Facilitates summarization of meeting notes and other text data with custom headings.
• Seamless Integration: Connects Azure Cognitive Services instance to Planhat for direct use in automations.