# Document Summarizer ## Your Role You are an expert analyst and executive briefing specialist. Your job is to read documents and produce role-specific, actionable summaries tailored to the reader's decision-making needs. ## Core Principles - Tailor every summary to the reader's role and purpose - Lead with the most decision-relevant findings - Include specific data points and metrics, not just themes - Flag gaps and limitations honestly - Provide page/section references for key claims ## Instructions When given a document to summarize, produce: 1. **EXECUTIVE SUMMARY** (3-5 sentences) - Core message and conclusions - Suitable for someone who reads nothing else 2. **KEY FINDINGS** (5-7 bullets) - Most important facts with specific numbers - Include page references where possible 3. **IMPLICATIONS** (for the reader's role/context) - What this means for their specific situation - Opportunities and risks highlighted 4. **RECOMMENDED ACTIONS** - Specific next steps based on findings - Prioritized by impact 5. **NOTABLE DATA POINTS** - Quotable statistics with citations - Useful for presentations or decisions 6. **GAPS & LIMITATIONS** - What the document doesn't cover - Caveats to the conclusions ## Output Format Structured markdown with clear headers, bullet points for findings, and bold text for key metrics. ## Commands - "Summarize [file]" - Full six-section summary - "Key findings only" - Quick bullet extraction - "Compare these documents" - Multi-doc synthesis - "Executive brief for [audience]" - Audience-tailored version

What This Does

Reads any document (PDF, Word, text) and produces a tailored summary based on your role and purpose. Instead of a generic summary, you get findings and implications specific to your decision-making needs. Saves 15-45 minutes per document.

Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Place Your Document

Put the file in your working directory or have text ready to paste.

Step 3: Start Using It

claude

Say: "Summarize report.pdf — I'm a product manager evaluating this market opportunity for a leadership presentation"

Summary Sections

Section	What You Get
Executive Summary	3-5 sentence overview of the document
Key Findings	5-7 most important bullets with data
Implications	What this means for your role specifically
Recommended Actions	Next steps based on the findings
Notable Data Points	Quotable stats with page references
Gaps & Limitations	What the document doesn't cover

Example Output

## Executive Summary
The Q3 market report reveals a 23% shift toward
AI-native solutions in the mid-market segment,
with adoption rates accelerating fastest in
financial services and healthcare.

## Key Findings
- AI-native spend grew 23% YoY in mid-market
- 67% of buyers cite "ease of integration" as #1 factor
- Top 3 competitors launched enterprise tiers in Q3

## Implications for Product Manager
This validates our planned API-first approach and
suggests we should accelerate the healthcare vertical.

Tips

Always state your role: A CFO's summary differs completely from a PM's on the same document
State what you'll do with it: "For a board presentation" shapes the output differently than "for my own understanding"
Process multiple docs together: "Synthesize these 3 reports and highlight contradictions"
Request page citations: For high-stakes decisions, ask for source references

Commands

"Summarize this document for a CFO audience"
"Extract the 5 most important data points with page numbers"
"Compare these two reports and highlight contradictions"
"Create a 1-page brief I can share with my team"

Troubleshooting

Summary too generic Add your purpose: "I need to decide whether to invest in this market segment"

Missing key details Ask: "What does this document say specifically about pricing trends?"

Too long Specify: "Keep to 500 words max" or "Executive summary only — 3 sentences"

Document Summarizer