Skip to main content

How to Use AI Activity Summaries (UpKeep Intelligence)

Need a quick catch-up on a Work Order? Let AI summarize the full timeline for you in seconds.

Updated over 2 weeks ago

AI Activity Summaries provide a quick, smart summary of everything thatโ€™s happened in a work order โ€” so you can get up to speed without reading through the entire activity log.

This summary is written by AI and includes:

  • ๐Ÿ‘ท Technician updates

  • ๐Ÿ›  Work performed

  • ๐Ÿ•’ Time entries

  • ๐Ÿ“ Notes and comments

  • ๐Ÿ“Ž Attachments or major events

Itโ€™s ideal for supervisors, approvers, or anyone revisiting a work order they werenโ€™t directly involved in


When to Use It

Use AI summaries when you want to:

  • Quickly understand whatโ€™s happened on a work order

  • Review past activity before approving or closing

  • Catch up after time away or shift handoff

  • Simplify reporting to another team or stakeholder


How to Generate a Summary

  1. Open any Work Order

  2. Go to the Activity tab

  3. Tap the Summary button in the bottom-left corner

Youโ€™ll instantly see a clean, readable summary of the entire work order timeline


๐Ÿ›  FAQs

Can I edit the summary?
No, but you can copy it and paste the information and make any changes

Is the original Activity feed still available?
Yes โ€” the Activity tab remains unchanged. The summary is just a faster way to review it

Who can use this?
Anyone with access to the work order can generate a summary

Did this answer your question?