How do I summarize a prospect's website?

Open Prospecting > Website summary in the sidebar (/tools/website-summary). Paste the address of a page, for example a prospect's About page, and press Summarize. Warmerly reads the page and writes two to three short, factual sentences about what the business does, who it serves, and any concrete specifics. Use them as research when you write a personal first line. It does not use your email lookup, verification or lead allowance.

One thing to know first: summaries are saved in your browser on this device, not in your Warmerly account. See "Where your summaries are kept" below.

Summarize one page

1. Open Website summary and stay on the Single page tab.
2. Paste a page URL into Website URL, for example https://example.com/about.
3. Press Summarize (or Enter).
4. The summary appears under Saved summaries. Use the copy button on the card to copy it.

Use a specific page rather than only the home page when you can. An About or Services page usually gives a sharper summary than a home page made of slogans.

Summarize a list

1. Switch to the Bulk upload tab.
2. Paste one URL per line, or press Upload CSV / TXT. Commas also separate URLs.
3. Warmerly shows how many were accepted and how many were rejected. Addresses without https:// are accepted and completed for you, and duplicates are removed.
4. Press Summarize N pages. A progress bar counts them off. Pages are done one at a time, so a long list takes a while. Keep the tab open until it finishes.

A page that could not be summarized is saved with the reason, so you can see which ones to retry.

What the summary is, and is not

• It is two to three plain sentences about what the page says. It is instructed to state only what the page shows, with no marketing language and no invented facts. If the page is thin or unclear, it says so in one sentence.
• It only uses the page you give it. It does not browse the rest of the site or look the company up elsewhere.
• It reads regular web pages (HTML or plain text). It cannot read PDFs, images or pages behind a login, and it only uses the readable text near the top of a long page.
• It is a starting point for a personal line. Read it before you use it: a summary can miss what a page does not say, and it cannot tell you what the business cares about today.

Where your summaries are kept

Saved summaries live in your browser's local storage on this device. That means:

• They appear in the Data library marked Saved on this device.
• They do not follow you to another computer or browser, and they are not visible to your teammates.
• Clearing your browser's site data removes them. Clear on the page removes them all after a confirmation.
• Only the most recent 100 are kept.
• Use Export CSV to keep a copy. The file has the columns URL, Summary, Status and Created at.

What it costs

Nothing is taken from your monthly lookup, verification or lead allowance. Summaries do count towards the daily limit on AI use for your workspace, which is shared with other AI features. If you reach it, the page says "You've hit today's AI usage limit. Try again tomorrow."

Common problems

• "Couldn't read that page." The page may block automated readers, need JavaScript to show its content, be unreachable, or not be a normal web page. Try a different page on the same site, such as the About page.
• "AI is temporarily paused" or "The AI model is temporarily unavailable." Try again shortly.
• My summaries disappeared. They were stored in the browser. Check you are on the same device and browser, and that site data has not been cleared.
• No valid URLs. Each line needs a website address with a dot in it, such as acme.com/about.

Related

• Data library, where saved summaries are listed alongside other tool results
• How do I launch my first campaign?
• How do I find someone's email address?