Summarize a long document: AI agent prompt

Get the key points of a contract, report, or PDF fast.

Curated by AgentPlaybook Real Estate · Worked example added Oct 24, 2026 · How we make and check prompts

Personal ProductivityDocumentsbeginner

Who this is for

Anyone who has to read long contracts, reports, proposals or policies.

Not for

Documents you're not allowed to share with an AI tool; check your plan's privacy terms first.

What you need

The document (paste or upload).

The prompt

Summarize this document in: a 3-sentence overview, 7 key points, any deadlines/numbers, and 3 questions I should ask. Document: [paste or upload]
Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

Worked example

A fictional business, so you can see what to paste in and what a good answer looks like. The example answer was written with AI help and its numbers and dates were checked; your AI's answer will be worded differently, so check it the same way.

Sample input (what you paste in)

A 14-page commercial lease renewal for a café unit (fictional).

Example output (illustrative)

Overview: The landlord offers a 5-year renewal from March 1, 2027 at a higher base rent with yearly increases. You become responsible for HVAC repairs, which the current lease puts on the landlord. You must reply in writing within 60 days.

Key points: 1) Base rent rises from $3,200 to $3,650/month. 2) 3% increase each year. 3) HVAC repairs move to tenant (s. 9.2). 4) Signage changes need written approval. 5) Personal guarantee continues. 6) Early exit only after year 3 with 6 months' rent. 7) Landlord may relocate you within the building once.

Deadlines & numbers: written acceptance within 60 days of the notice date; new rent $3,650 + 3%/yr.

Questions to ask: Can HVAC stay with the landlord, or be capped? Can the personal guarantee be removed after year 2? What compensation applies if they relocate you?

Check before you use it: Open the cited sections and confirm each number and deadline; summaries can miss an exception buried in a schedule.

How to use it

  1. Copy the prompt above.
  2. Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
  3. Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.

Works with: ChatGPT, Claude, Gemini, Notion AI

Real-world example: catchagent.ai/blog/ai-assistants/ai-agents-examples

Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts to summarize meetings, notes, documents and reports · AI prompts for writing SOPs, reports, policies and checklists · AI prompts for law firms and legal teams

Before you use it: what to check

Check yourself

Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.

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