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Document Summarizer Agent

The Document Summarizer Agent makes it easy to process long PDFs into clear, structured summaries. You upload a PDF, and the agent will:

  • Extract the full text
  • Analyze the content with AI
  • Generate a well-organized summary with key points, details, and insights

Perfect for research papers, contracts, reports, manuals, and any PDF where you need quick comprehension.

Why use this agent?

Instead of reading entire documents, you get a fast and accurate summary that highlights what really matters.

Use Cases

  • Academic & research support
    Summarize research studies, technical papers, and thesis sources to save hours on literature reviews.

  • Legal & contract review
    Extract and highlight key clauses, terms, and obligations in agreements and filings.

  • Business intelligence & reports
    Turn dense market research, financial reports, and white papers into actionable insights for strategy and decision-making.

Pro tip

Use this agent to screen large numbers of documents quickly and decide which ones need deeper reading.

Testing the Agent

Step 1: Access the Agent

Document Summarizer Agent template in SmythOS
  • Go to the Templates section in the sidebar
  • Open the Productivity tab
  • Find Document Summarizer Agent and click Remix
Document Summarizer Agent Remix template in SmythOS
  • The full workflow will open in Agent Studio

Step 2: Connect PdfCrowd API

  • Get your PdfCrowd API key
  • In the workflow, open the Pdf to Text component
  • Go to Component Settings > Key
  • Paste your API key

Step 3: Run the Agent

You can test the agent in two ways:

Option 1: From the top toolbar

Testing Document Summarizer Agent from toolbar
  1. Click Test (top-right)
  2. Switch to Form Preview
  3. Upload or provide your PDF link
  4. Click Run to generate a summary

Option 2: Form Preview from the canvas

  1. Click the Form Preview button on the PDF to Text block
  2. Enter your PDF file URL, for example:
    • https://example.com/sample.pdf
  3. Click Run to test and view results

Deploying the Agent

Step 1: Start Deployment

Deploy button in SmythOS Agent Studio
  • Click Deploy (top-right corner of Agent Studio)
  • Pick your environment:
    • Agent Cloud (default, fully managed)
    • Enterprise (self-managed, secure)
    • Local Runtime (for development and offline use)

Step 2: Choose Your Deployment Type

Pick how users will interact with your agent.

  • Custom GPT – Add instructions, behaviors, or tools
  • Chatbot – Deploy as a chat interface
  • LLM – Connect to large language models with API keys
  • API – Call your agent programmatically
  • MCP – Use Model Context Protocol for structured workflows
  • Alexa – Launch as a voice assistant skill

You can find detailed guides to them by reading the Deploy Your Agent As...* page.

Best option

For most users, deploying as a Chatbot makes it easiest to upload and summarize documents interactively.

Customization Tips

Example customization

Need legal-ready summaries? Add a Code block to extract parties, dates, payment terms, and obligations directly from contracts.

  • Error handling – Add outputs to capture failed PDFs or inaccessible files
  • Content processing – Use a GenAILLM block to summarize, clean, or structure text further
  • Multiple PDFs – Modify inputs to accept arrays for batch processing
  • Authentication – Add headers to access secured PDFs
  • Content filtering – Use a Classifier to sort summaries by topic (e.g., legal, technical, financial)
  • Rate limiting – Add FSleep when summarizing multiple documents
  • Custom parsing – Add a Code block to extract structured items like dates, contract clauses, or figures