Create a Document Review and Summary System
Stop spending hours reading dense PDFs and contracts. Build a system to extract key information from any document in minutes.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Choose Your Document Tool
For research papers, use Elicit or SciSpace. For contracts and legal docs, use ChatPDF or Claude. For business reports, use Google NotebookLM. Upload the document.
Step 2
Run the Standard Extraction Prompt
Ask Claude or ChatGPT: 'Summarize this document in 200 words, then list: 5 key points, 3 risks or concerns, decisions required, and recommended next actions.'
Step 3
Ask Follow-Up Questions
Use the document as context in Claude to ask specific questions: What are the payment terms? What are the exit clauses? What does section 4.2 actually mean in plain English?
Step 4
Generate a Review Memo
Ask Claude to write a 1-page review memo in plain language summarizing the document for someone who hasn't read it, with a clear recommendation at the top.
Time Required
20–30 min per document
Expected Result
A structured summary of any document with key points, risks, decisions required, and action items, extracted in under 30 minutes.
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