autopilot
latest
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- Getting started
- Best practices
- Data privacy
- Autopilot chat
- Generating automations
- Generating tests
- Generating tests
- Quality-check requirements
- Generate tests for requirement
- Import manual test cases
- Find obsolete tests
- Generate tests for SAP transactions
- Generate coded automations
- Generate coded API automation
- Refactor coded automations
- Generate low-code automations
- Generate synthetic test data
- Generate test reports
- Search Test Manager project
- Autopilot for Everyone
- About Autopilot for Everyone
- User types
- Data sources
- Toolset automations
- Localization
- Prerequisites
- Autopilot widget
- The Autopilot for Everyone tenant card
- Prerequisites for installation
- Enabling Anthropic models
- Installing Autopilot for Everyone
- Updating Autopilot for Everyone
- Uninstalling Autopilot for Everyone
- Configuring Autopilot for Everyone
- Disabling the Autopilot welcome screen in Assistant
- Configuring an LLM for Autopilot for Everyone
- Starting prompts
- Context Grounding
- Tools
- Advanced settings
- License settings
- Specialized Autopilot
- Configuring custom route for feedback
- Configuring Medical Record Summarization (MRS) tasks
- Deploying toolset automations
- Prompt-to-response flow
- Launching Autopilot for Everyone
- Autopilot settings for business users
- Using a specialized Autopilot
- Using a starting prompt
- Uploading and analyzing files
- Running automations
- Interacting with Autopilot answers
- Using suggested prompts
- Starting a new chat
- Chat history
- Providing general feedback
- Clipboard AI Enterprise version
- Troubleshooting
Autopilot user guide
Last updated Dec 10, 2025
This page helps you how to set up Action Center tasks for use with the Medical Record Summarization (MRS) interface in Autopilot for Everyone. With the correct setup, tasks are properly identified and displayed, so end users can review, edit, and complete them in Autopilot for Everyone.
The MRS integration shows specific Action Center tasks in a three-pane interface. This view includes the generated summary,
a source document viewer, and an interactive Autopilot for Everyone chat with context of the summary.
For an Action Center task to be recognized as an MRS task by Autopilot for Everyone, it must meet the following two conditions:
- Task tagging—The task must contain at least one tag with the display name
MRSorAutopilot. Autopilot for Everyone uses this tag to identify and display the task in the specialized MRS interface. -
Required data properties—The task must contain the following key-value properties. These are typically passed as Action Center task output arguments from the automation that creates the Action Center task:
Property Description Format Summarization The complete, AI-generated summary of the medical record. String (Markdown) Citations The source references for the information contained within the summary. A structured format, such as JSON, that links citation markers in the summary to specific pages in the source document. InputFileSBPath The full path and file name of the source document, such as the patient medical record PDF, within the specified storage bucket. String InputFileSBName The name of the Orchestrator storage bucket where the source document is located. This property was specifically added to support the MRS feature in Autopilot for Everyone. String
Once a task is correctly configured, end users can:
- See the task
- The MRS task appears on your users Autopilot for Everyone main page > Your Action Center Tasks list. It is marked with an MRS icon and tag.
- Open the task
- To open the three-pane summarization view, users must select the task.
- Interact with the task
- Review the summary.
- Select citations to view the source page.
- Edit the summary text directly.
- Use the chat pane to interact with the summary content.
- Save or complete the task
- Save their edits or submit the task to complete it.
