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Beginner
Productivity
Research
Business
Writing

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.

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.

Recommended Tools

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.

Elicit
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.'

Claude
ChatGPT
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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?

Claude
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.

Claude
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