Summarize a long document: AI agent prompt
Get the key points of a contract, report, or PDF fast.
Personal ProductivityDocumentsbeginnerWho 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]
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
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- 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
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
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.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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