{"schemaVersion":"1.0","source":"The Workflow Finder","sourceUrl":"https://www.theworkflowfinder.com","license":"Free to use with attribution and a link to the cited page","generated":"2026-08-28","workflow":{"title":"Create a Document Review and Summary System","slug":"create-document-review-summary-system","url":"https://www.theworkflowfinder.com/workflows/create-document-review-summary-system","description":"Stop spending hours reading dense PDFs and contracts. Build a system to extract key information from any document in minutes.","difficulty":"Beginner","timeEstimate":"20–30 min per document","schemaDuration":"PT30M","expectedResult":"A structured summary of any document with key points, risks, decisions required, and action items, extracted in under 30 minutes.","tags":["Productivity","Research","Business","Writing"]},"steps":[{"position":1,"title":"Choose Your Document Tool","instructions":"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.","input":"Workflow inputs: the topic, goal, or raw materials the user is starting from.","output":"Handoff artifact consumed by Step 2 (\"Run the Standard Extraction Prompt\").","toolSlots":[{"slug":"elicit","name":"Elicit","url":"https://www.theworkflowfinder.com/tools/elicit","category":"Research","pricing":"freemium","capabilities":["Web research","Source synthesis"]}]},{"position":2,"title":"Run the Standard Extraction Prompt","instructions":"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.'","input":"Output of Step 1 (\"Choose Your Document Tool\").","output":"Handoff artifact consumed by Step 3 (\"Ask Follow-Up Questions\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true},{"slug":"chatgpt","name":"ChatGPT","url":"https://www.theworkflowfinder.com/tools/chatgpt","category":"Writing","pricing":"paid","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":3,"title":"Ask Follow-Up Questions","instructions":"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?","input":"Output of Step 2 (\"Run the Standard Extraction Prompt\").","output":"Handoff artifact consumed by Step 4 (\"Generate a Review Memo\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":4,"title":"Generate a Review Memo","instructions":"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.","input":"Output of Step 3 (\"Ask Follow-Up Questions\").","output":"Final workflow output: A structured summary of any document with key points, risks, decisions required, and action items, extracted in under 30 minutes.","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]}]}