Say hello to the Summarization feature, your new productivity ally!

Summarization is an intelligent tool designed to transform the way you consume lengthy documents. With just a click of a button, Summarization empowers you to distill large volumes of information into concise and meaningful summaries.

Video Tutorial 📽

  1. To get started, head over to the "Capital Markets" section in Apply the filter for either "Earnings call transcripts - India" "Earnings call transcripts - US", “SEC” or “BSE Annual Reports” depending on your area of interest.
  2. Please Note: For SEC[10K and 10Q reports] and Annual Reports, we currently summarize the MD&A(Management Discussion and Analysis) section only.


  1. Please click on the three-dot menu and check for the 'Summarization' option within the document card. This option signifies that the document is eligible for summarization.

  1. Hover over the summarization option, and a dropdown will prompt you to choose the notebook where you wish to save your summary

  1. Once you've selected the notebook, a toast message will pop up, confirming that the summarization process has commenced. Now, you can sit back and relax as our algorithms work their magic!
  2. When your summary is ready, you'll receive a notification. Simply click on the notification to directly access your summary or navigate to the designated notebook to find your generated summary. You can also access the summary by clicking on the “View summary” icon in three dots for the card
  3. In the summary, each point is accompanied by citations. These citations are interactive and can be clicked on to highlight the corresponding section in the PDF from which the information is sourced

  1. Customization is key! Please feel free to make edits to your summary within the notebook. Tailor it to perfection and make it truly your own

For any further assistance or queries, don't hesitate to reach out to our support team. Happy summarizing!


What types of documents can I summarize using the Summarization feature?

Currently, the Summarization feature is available for Earnings Call Transcripts in both the US and India, BSE Annual Reports and SEC [10k, 10q reports]. We're continually working to expand its capabilities to include more document types in the future. Please Note: For SEC[10K and 10Q reports] and Annual Reports, we currently summarize the MD&A(Management Discussion and Analysis) section only.

Can I access the Summarization feature on all devices?

Yes, you can access the Summarization feature on all devices, including desktops, laptops, tablets, and smartphones. Simply log in to your Needl account to start using the feature.

Is there a limit to the number of documents I can summarize?

There is currently no limit to the number of documents you can summarize using the feature. Feel free to make the most of it and save time on reading!

Can I edit the summaries created by the Summarization feature?

Absolutely! Customization is key. You can edit the generated summaries within the designated notebook to reflect your insights and make them truly your own.

How long does it take to generate a summary?

The time taken to generate a summary may vary based on the length and complexity of the document. In most cases, the process is swift, and you'll receive a notification when your summary is ready.

Can I export my summary once it's created?

Yes, absolutely! You can export your summary by clicking on the export icon located at the top right corner of the note in Needl Notes. This allows you to save the summarized content in pdf format, making it convenient for sharing.

How can I provide feedback or report issues related to the Summarization feature?

We value your feedback! You can share your thoughts, and suggestions, or report any issues you encounter with the Summarization feature by reaching out to our support team through this email id -