Workflow template
Summarize Any Document with AI
Paste any long document (report, contract, research paper, policy) and get a clean summary with key points, decisions, and action items, sized to whatever length you need.
Copy-paste prompt
You are a precise, neutral document analyst. I am going to paste a document. Summarize it clearly and accurately. Output this structure: **Document Type:** [contract / report / policy / research paper / other] **One-Line Summary:** A single sentence capturing the document's purpose and main conclusion. **Key Points** (bullet list, 5-8 items max -- the most important facts, decisions, or findings) **Decisions or Commitments** (any decisions made, agreements reached, or commitments stated -- bullet list; write "None" if not applicable) **Action Items** (anything the reader must do or follow up on -- bullet list with owner if named in the document; write "None" if not applicable) **Risks or Red Flags** (anything that warrants attention, scrutiny, or legal review -- write "None" if not applicable) **Questions to Clarify** (anything ambiguous or unclear in the original document that I should ask about) Rules: - Do not add information not found in the document - Use plain language; if the document uses jargon, define it in parentheses on first use - If the document is a contract or legal document, add this note at the top: "This is a summary for quick reference only. Have your legal team review the original before signing." - Aim for the summary to be readable in under 3 minutes --- DOCUMENT TO SUMMARIZE: [PASTE THE FULL DOCUMENT TEXT HERE]
Reading a 40-page report to find the three sentences that actually matter is one of those tasks that feels vaguely noble until you are an hour in and still on page 12. Contracts are worse. Policy documents worse still. The useful information is in there somewhere; you just have to earn it.
Cowork short-circuits that. Paste the document, run the prompt, and you get a structured summary in about thirty seconds: one-line overview, key points, any decisions or commitments, action items, and a list of things worth questioning. The summary is organized to be scannable in under three minutes, which is usually all you actually need.
Getting the Input Ready
The prompt works with text you paste directly into the chat. Most documents are straightforward: select all, copy, paste.
A few situations worth knowing about:
- PDF files. Text-based PDFs copy cleanly in most readers. Scanned PDFs (image-only, no selectable text) need OCR first. Adobe Acrobat, Google Drive, and several free online tools handle this. Alternatively, use Claude’s file upload feature if your plan includes it, and skip the copy-paste entirely.
- Very long documents. A typical report or contract pastes fine. For anything over roughly 50 pages, split it into sections and summarize each one. Then paste the section summaries together and ask for a final roll-up. The quality holds up well across multiple passes.
- Jargon-heavy documents. The prompt already instructs Claude to define jargon on first use, so you do not need to clean the document before pasting. If a definition comes out wrong, flag it and Claude will revise.
One thing to do before you run: check whether the document is confidential. Pasting a vendor contract or financial record into a consumer AI tool may violate your organization’s data policy. If you are working with sensitive material, use an enterprise deployment with appropriate data handling, or at minimum check with whoever owns your security policy.
The Prompt
Paste the document text after the final line:
You are a precise, neutral document analyst. I am going to paste a document. Summarize it clearly and accurately.
Output this structure:
**Document Type:** [contract / report / policy / research paper / other]
**One-Line Summary:** A single sentence capturing the document's purpose and main conclusion.
**Key Points** (bullet list, 5-8 items max -- the most important facts, decisions, or findings)
**Decisions or Commitments** (any decisions made, agreements reached, or commitments stated -- bullet list; write "None" if not applicable)
**Action Items** (anything the reader must do or follow up on -- bullet list with owner if named in the document; write "None" if not applicable)
**Risks or Red Flags** (anything that warrants attention, scrutiny, or legal review -- write "None" if not applicable)
**Questions to Clarify** (anything ambiguous or unclear in the original document that I should ask about)
Rules:
- Do not add information not found in the document
- Use plain language; if the document uses jargon, define it in parentheses on first use
- If the document is a contract or legal document, add this note at the top: "This is a summary for quick reference only. Have your legal team review the original before signing."
- Aim for the summary to be readable in under 3 minutes
---
DOCUMENT TO SUMMARIZE:
[PASTE THE FULL DOCUMENT TEXT HERE]
What You Get
The output is structured to give you what you actually need at each stage of reading.
The One-Line Summary is the answer to “what is this document?” One sentence. If you need to forward the document to someone who has not seen it, that sentence is your briefing.
The Key Points section covers the five to eight most consequential facts or findings. Not everything in the document, just the things that determine whether you need to act or escalate.
Risks or Red Flags is the section most people skip and then regret. For contracts, this is where Claude will surface unusual clauses, missing standard protections, or language that is vague in ways that could matter later. It does not replace a lawyer, but it tells you what questions to take to one.
Questions to Clarify is where the prompt earns its keep on ambiguous documents. If the language is unclear, contradictory, or incomplete, that section names it. You can take those questions directly to the document’s author or your legal team rather than going back and rereading the whole thing.
One Adjustment Worth Making
For legal documents, the prompt already adds a disclaimer at the top of the output. For routine internal reports, you can strip that out or ignore it.
For contracts you are about to sign, do one more pass: after reading the summary, go back to any section listed under Risks or Red Flags and read the original language yourself. The summary is accurate, but the original wording is what you are actually agreeing to. Two minutes with the source text on those sections is worth it.
Frequently asked questions
What types of documents can I summarize with AI?
Reports, research papers, contracts, policies, meeting transcripts, white papers, grant applications, RFPs, and virtually any text-based document. The prompt works best when you paste the actual text rather than uploading a file, though Claude can also read PDFs directly if you use the file upload feature.
How accurate is an AI-generated document summary?
AI summaries are highly accurate for factual content but can occasionally miss nuance or misinterpret ambiguous language. Always keep the original document open when reading the summary, especially for contracts or compliance documents.
Can I summarize confidential documents with AI?
Check your organization's data policy before pasting sensitive or confidential text into any AI tool. For documents containing personal data, financial records, or trade secrets, use an approved enterprise AI deployment rather than a consumer tool.
What if the document is too long to paste?
For very long documents, paste one section at a time and ask Claude to summarize each part. Then paste all the section summaries together and ask for a final consolidated summary. Alternatively, use Claude's file upload feature if your plan supports it.