AI Summary Builder: first-time setup

Choose a curated starter template or begin from Custom. Starters pre-bind common block stacks you can edit before saving to the form schema.

Image placeholder: Starter template chooser

After you pick a path, the builder lists sections (blocks) you can expand, rename, reorder, or delete. Saving persists a template object on your form (aiSummaryTemplate) inside the form schema until you clear or replace it—clearing reverts AI output to defaults.

Image placeholder: Builder block list after template selected

Learn block-level controls in the dedicated articles (Submission Data, Executive Summary, etc.) under this section.