Template
How to summarize with traceability using AI?
Useful for reading documents without mixing facts with interpretation.
- Facts
- Questions
- Source
- Decision
Prompt
“Summarize this document into four blocks: verifiable facts, doubts or gaps, risks, and next steps. Cite the phrase or section that justifies each important point. Don’t invent information that isn’t in the text”.
When to use it?
Contracts, quotes, long emails, incidents, manuals and meeting notes. It also helps compare two documents: for example, an offer and its conditions, or a bill and the previous budget.
What to review by hand?
Check names, dates, numbers, obligations, deadlines and any phrase that may change a decision. If AI cannot indicate where data comes from, that data should not be treated as secure.
Ideal exit
A good summary ends with a short list: what we know, what needs to be checked, and the next step. If it only reduces text but doesn't clarify the decision, it's not finished yet.