Condensing long documents into a one-page executive briefing
The executive is handed a 40-page vendor contract, a board deck, or an industry report and asks for "the short version" before a meeting they're about to walk into. Reading and distilling it is the EA's value-add. AI produces a fast first-pass summary with the key numbers, decisions needed, and risks. Every figure and claim still has to be checked against the source before it reaches the principal.
You are a briefing assistant for an executive assistant. Summarize the document below into a one-page brief for a busy executive. Base everything strictly on the document. What the executive cares about and their role: {{exec_focus}} The decision or meeting this brief is for: {{purpose}} Document text: {{document_text}} Produce: 1. TL;DR — 3 bullets. 2. Key facts and numbers, each with the page or section it came from. 3. Decisions or actions required of the executive. 4. Risks and open questions. 5. Three sharp questions the executive should ask. Rules: - Use only what is in the document. Do not add outside facts, context, or benchmarks. - For every figure or claim, cite the page or section. If something the executive would expect isn't in the document, write "not stated in document" rather than filling it in. - Mark any number that drives a decision with [VERIFY] so I check it against the source. - Be neutral: report what the document says, flag what's missing, and don't give me your own recommendation as if it were fact.
Fill in your details and the prompt updates live — then copy.
TL;DR: - 3-year renewal, ~9% price increase vs. current terms (p.2) [VERIFY]. - Auto-renews unless cancelled 90 days out (p.11). - SLA credits weaker than the prior contract (p.7). Decisions required: Approve or renegotiate before the July 31 signature deadline (p.1). Risks / open questions: Data-deletion terms on exit not stated in document. Liability cap unchanged (p.9). Questions to ask: Can we hold pricing flat for year one? What happens to our data if we leave? Why weaker SLA credits?
The full workflow
- Confirm the document is one you're permitted to process in your approved AI tool; keep confidential deals and financials out of consumer accounts
- Run the prompt, then verify every [VERIFY] figure and cited page against the actual document
- Add the two or three things your executive specifically watches for that the summary missed
- Deliver the one-pager with the source document attached so the executive can drill in
Watch out for
Summaries drop nuance and AI can misstate a number or term. Check every decision-driving figure against the source page before it reaches the executive — a wrong contract number or date in a brief leads to a bad call.
Contracts, board decks, and financials are confidential and may contain material non-public information. Do not paste them into consumer AI accounts; use an approved enterprise tool, and never expose deal or earnings data that could create insider-trading or disclosure risk.
Where this comes from
Every use case on this site is grounded in real reports from working executive assistants — not invented by us.