How to create Search Summaries in Causaly

This guide will take approximately 5 minutes to complete.

In this guide you will learn:

  • How to generate and review each Search Summary
  • How to manage your Summary in a Causaly Workspace

About Search Summaries

Search Summaries are an overview of biomedical evidence of your selected search results from the different Causaly modules. You can use Summaries to gain a better understanding of the evidence and to help direct the focus of your research. Each AI-generated summary includes citations of the source documents. Once generated, you can save and share a snapshot of the summary with your research teams.

Search Summaries provide the following key features and benefits:

  • Easily navigate search results with summaries that synthesize important evidence
  • Get full transparency on original sources with linked, in-line references
  • Save Summaries to Workspaces to share findings and collaborate with your colleagues

How to use Search Summaries in Causaly

Explore the documents answering your research question in Causaly, such as "What are the targets for allergic asthma?" (link) and select the articles you wish to summarize by checking the  boxes on the left of each article title and select the "Summarize" button from the top bar (Figure 1).

Figure 1: The checked boxes next to the article titles from the documents list

Once complete, the article sources are hyperlinked within the summary. Save the search summary as a Causaly Workspace to capture a snapshot view of your search and create a space to curate important evidence (Figure 2).

Figure 2: "Save to Workspace" option at the bottom of the AI-generated summary

Step 2: Manage Search Summary in a Causaly Workspace

After saving the AI-generated search summary as a Workspace, you can access it to edit the title or the summary text.

In the Articles tab, you can also click the “Relaunch search” option, denoted by the magnifying glass icon, to re-access the Causaly search from which the search summary was created from (Figure 3).


Figure 3: Select “Relaunch search” to go back to your original search.

 

More information

  • How are summaries created?
    • Causaly uses large language models (LLMs) to create short summaries of the top Intelligent Search results. Causaly does not share your search queries with third parties to generate summaries.
  • Does my summary change if I apply filters or change the sorting options?
    • Yes, summaries can be regenerated once you apply filters or change the sorting option. The new summary will take into account the top results for the refined search query.
  • Can I generate summaries for any search result?
    • Currently summaries are available for searches in Intelligent Search. We are working to expand the summaries feature to other search modules.
  • Can I save my search summary?
    • Yes, each summary can be saved to a Causaly Workspace. Once saved, summaries can be edited, re-named or shared to internal teams.