Your Reports, Now With Built-In AI Briefings

We’ve just rolled out a powerful new addition to your automated report delivery workflows — the ability to have your email bodies automatically populated with an AI-generated summary of the reports you’re sending.

This makes it easy to give recipients a concise, professional overview of the report content without having to manually draft it every time.

How It Works

You can now use a special insert token in your email body template:

{%rcx.SummarizeWithAI(reportIndex, [Prompt], [isHtml])}

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• reportIndex – Required. A 1-based index of the report in the job you want summarized.

• Prompt – Optional. A custom instruction for how the summary should be written. Leave blank to use the default style.

• isHtml – Optional. Set to true if you want the output formatted as HTML (with paragraphs, bullet points, etc.) for rich-text emails, or false for plain text.

Here is an example of a plain text email summary for the third report in a remiCrystal task of 5 reports:

Hello Team,

Here’s a quick overview of today’s sales performance:

{%rcx.SummarizeWithAI(3,,false)}

Please see the attached full report for details.

And here is an example of an HTML email summary for the first report in a remiCrystal task of 5 reports with a custom prompt:

<p>Hello Team,</p>
<p>Here’s a quick overview of today’s sales performance:</p>
{%rcx.SummarizeWithAI(1, Summarize this for a busy executive, true)}
<p>Please see the attached full report for details.</p>

The resulting email would then look as follows:

Important Notes

• File size limit: Summaries can only be generated for reports up to 5 MB in size.

• Daily cost cap: API usage is capped at $2 per day across all summaries to keep this feature sustainable for everyone.

• Transparency: If you’re sending AI-generated summaries to clients or external recipients, consider adding a note to indicate this — for example:

  This summary was generated automatically using AI.

  • This helps set expectations and ensures recipients understand that the content is a machine-generated interpretation of the report.

• Review before sending: While the summaries are generally accurate, they should be treated as a convenience — especially for reports that contain nuanced or sensitive data. Consider copying yourself on all emails that use AI summaries for inspection.

Why Use It?

• Save Time – No more manually drafting summaries for each scheduled report.

• Consistency – Summaries follow a standard format and tone, unless you specify otherwise.

• Flexibility – Control the tone and formatting with a simple optional prompt and HTML toggle.

• Convenience – Give your end-users a quick summary of the reports before they view the full details

This feature is available now in your remiCrystal tasks and all you have to do is drag-and-drop the special insert from the remiCrystal function picker into the email body. Give it a try, and let the AI handle the heavy lifting while you focus on insights and decisions.