Guides

Step-by-step guides for summarizing PDFs and other documents with AI tools.

• PRACTICAL GUIDEWrite a One-Page Executive Summary from a Long Report PDF

  A template and step-by-step method for turning a long report in PDF into a one-page executive summary: the decision, the key findings with their sources, the limits, and the next steps.

• PRACTICAL GUIDESummarize a Survey Report PDF for a Small Team

  A practical workflow for summarizing a survey report in PDF for a small team: reading the method first, keeping the sample size and question wording, and checking each percentage against its base.

• PRACTICAL GUIDEAction Items from Meeting Minutes PDF

  A practical workflow for pulling action items, owners, and due dates out of meeting minutes in PDF, and checking each item against the minutes before you share it.

• PRACTICAL GUIDESummarize Many PDFs at Once: A Workflow

  A repeatable workflow for summarizing a set of PDFs with an AI tool: sorting and naming files, using one prompt, logging each result, checking claims, and cleaning up afterward.

• PRACTICAL GUIDEPrivacy Checklist Before You Upload a PDF to an AI Tool

  A step-by-step checklist for reading an AI tool's privacy terms, adjusting settings, and reducing what you upload before sending a PDF.

• PRACTICAL GUIDEClaim Log Worksheet: Checking an AI PDF Summary Against the Source

  A copyable worksheet for checking the factual claims in an AI-generated PDF summary against the original file, with a filled example and clear limits.

• PRACTICAL GUIDEHow to Summarize a PDF with AI: A Practical Step-by-Step Guide

  A practical, step-by-step guide to summarizing a PDF with an AI tool, with limits, verification steps, and an example from one fictional test.