Beginner 15 minsResearch & LearningReviewed AI-assisted guide

Summarize a long PDF into a decision-ready briefing

Turn a dense report into a concise brief with traceable evidence, risks and next actions.

Written and reviewed by the AI4E editorial team · last reviewed September 20, 2026. Editorial status: Reviewed see our testing method.

Best for

  • Board papers, policy reports and research documents
  • Readers who need decisions rather than a chapter-by-chapter summary

What you need

  • The complete PDF
  • The intended reader and decision
  • Any page or word limit

Limitations

Not suitable for scanned or confidential documents unless you can safely extract and share the text.

C

Recommended tool

Claude

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Claude's free web app can work with uploaded documents and follow a structured briefing format.

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Do it for nothing, or move faster with a paid tool.

C

Claude (free plan)

$0 · Completely free

Handles long PDFs well and gives you enough daily messages for a couple of reports.

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Your copy-paste prompt

Fill in the blanks on the left and the prompt updates as you type.

Fill in your details

0 of 4 fields filled — every matching placeholder updates as you type.

Act as a careful research analyst. Read only the attached [REPORT NAME] and prepare a [WORD COUNT]-word executive briefing for [AUDIENCE] who must decide [DECISION]. Include: an executive summary; five key findings with page references; evidence that supports and weakens each finding; risks and uncertainties; and three practical next actions. Separate statements found in the report from your interpretation. Do not invent facts, quotations, page numbers or external context. If the file is incomplete, unreadable or the decision is unclear, ask me questions before drafting. Return clear headings and a final table with Finding, Evidence, Page, Confidence and Action.

Step-by-step instructions

  1. 1

    Upload the complete PDF and confirm that its text is readable.

  2. 2

    Fill in the audience, decision and length, then run the prompt.

  3. 3

    Open each cited page and compare it with the brief.

  4. 4

    Edit recommendations so they reflect the real decision and constraints.

Check the result

  • Every factual claim maps to a real page
  • Uncertainty is visible rather than smoothed over
  • Recommendations follow from the evidence
  • Important caveats were not dropped

If the result is poor

  • If citations are wrong, ask for exact quotations plus page numbers before any summary.
  • If it is too broad, name the single decision the brief must support.

Privacy and accuracy

  • Remove confidential information before uploading.
  • Treat the brief as a reading aid, not a substitute for the source document.

Sample input

A 62-page sustainability report; audience: retail board; decision: 2027 supply-chain priorities; 700 words.

Expected output

A one-page briefing with five page-linked findings, two evidence gaps, a risk table and three board decisions.

What people do next

Three recipes chosen for the task that usually follows this one, not just for sharing a category.

Part of a pathway

This recipe appears in an ordered set of recipes you can work through in sequence.