AI Prompts for Summarizing Reports and Documents
Okara

AI Prompts for Summarizing Reports and Documents

Condense dense documents, extract key action items, and generate executive summaries.

Drafting

1-Page Executive Summary

Condense a long report into one page for leadership.

"Please read the following lengthy report. Condense it into a 1-page Executive Summary tailored for a busy C-level executive. Structure the summary with three clear sections: 1. The Core Problem/Context (2 sentences), 2. Key Findings (bullet points with the highest impact data), and 3. Recommended Actions (what must be decided today). Exclude all methodology details and background fluff. [Insert Report Text]"

Analysis

Extract Action Items & Owners

Pull only the tasks and next steps from meeting notes.

"Analyze the following meeting transcript/notes. Ignore the general discussion. Extract every single action item, commitment, or next step mentioned. Output a clean table with three columns: 'Task Description', 'Assigned Owner' (if mentioned, otherwise mark 'Unassigned'), and 'Deadline' (if mentioned). [Insert Notes]"

Drafting

The "TL;DR" Generator

Provide a 3-sentence summary of anything.

"I am going to paste an article/document below. Provide a brutal "TL;DR" (Too Long; Didn't Read) summary. Give me exactly 3 sentences: Sentence 1: The overarching premise. Sentence 2: The most surprising or critical data point. Sentence 3: The ultimate conclusion. Keep the tone entirely objective. [Insert Text]"

Analysis

Synthesize Pros and Cons

Extract arguments for and against a proposal.

"Read the following proposal/debate document. Synthesize the arguments into a clear 'Pros vs. Cons' comparison matrix. For each Pro and Con, provide a 1-sentence explanation of why it matters according to the text. Conclude by identifying which side seems to have the stronger financial or strategic backing based purely on the provided text. [Insert Document]"

Analysis

Financial & Metrics Extraction

Pull all the hard numbers out of narrative text.

"Scan the following quarterly review document. Extract every single financial metric, percentage change, and hard data point mentioned. Ignore the narrative fluff. Output this as a bulleted list categorized by topic (e.g., Revenue, Expenses, Headcount). Ensure you retain the exact numbers and the context regarding whether the metric increased or decreased. [Insert Document]"

Editing

Simplify to 8th Grade Reading Level

Translate academic or legal jargon into plain English.

"Take the following highly technical/legal text and rewrite it so that an 8th grader could understand it perfectly. Remove all industry jargon, simplify complex sentence structures, and use analogies if necessary to explain difficult concepts. Do not alter the core factual meaning or delete important caveats. [Insert Text]"

Analysis

Qualitative Theme Grouping

Summarize open-ended feedback into key themes.

"I have a raw export of open-ended employee survey responses regarding our return-to-office policy. Read through the feedback and summarize it by uncovering the top 4 recurring themes. For each theme, provide a summary statement and include 2-3 anonymous quotes from the text that perfectly capture that specific sentiment. [Insert Feedback Data]"

Strategy

Convert Report to Presentation Slides

Outline slide deck bullet points from a dense report.

"Read the attached research report and convert its findings into an outline for a 7-slide presentation. For each slide, provide the Slide Title, the 3 main bullet points to display on screen (keep them under 10 words each), and a brief note on what visual/chart should be created to illustrate the point. Ensure the slides tell a cohesive narrative from start to finish. [Insert Report]"

Analysis

Identify Knowledge Gaps & Flaws

Critique a report by finding what it does NOT say.

"Critically analyze the attached business case/report. Do not just summarize what it says; explicitly point out what is missing. Identify 3 critical knowledge gaps, unverified assumptions, or potential biases in the arguments presented. Formulate 3 hard questions that a skeptical executive should ask the author before approving this proposal. [Insert Report]"

Communication

Weekly Email Digest Summarizer

Turn a long thread into a quick update.

"Read the following long email thread involving multiple stakeholders debating a project deadline. Write a concise forwardable summary email for the overarching project sponsor. State the current status, the root cause of the delay, and the final decision reached by the team at the end of the thread. Keep it strictly professional and brief. [Insert Email Thread]"

Drafting

Write a Whitepaper Abstract

Draft a compelling abstract/hook for a long report.

"Based on the comprehensive industry report below, draft a 150-word "Abstract" or "Executive Hook" designed to be placed on a landing page. The goal is to entice industry professionals to download the full report. Tease the methodology and the most shocking finding without giving away all the answers. End with a strong Call-to-Action. [Insert Text]"

Editing

Generate FAQ from a Document

Turn a complicated policy into simple Q&As.

"Take the following dense corporate policy document and transform it into a user-friendly "Frequently Asked Questions" (FAQ) format. Generate the 7 most likely questions an average employee would have after trying to read this, and provide clear, direct answers based strictly on the text provided. [Insert Document]"

How to Use These AI Prompts for Report Summarization

Getting started with these report summarization-specific prompts is simple. Each prompt is designed to address common challenges and workflows in your field while maintaining the highest standards of data privacy.

1

Select Your Prompt

Browse the prompts above and choose one that matches your current task or workflow.

2

Copy or Try in Okara

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3

Customize as Needed

Adapt the prompt with your specific details, context, or requirements for best results.

Which Open-Source AI Models are Best for Report Summarization

Not all AI models are created equal. For report summarization, certain models excel at specific tasks. Our library is optimized for top-tier models like Mistral Large 3, Llama 3.3 70B, and DeepSeek V3.

With Okara, you can seamlessly switch between 20+ models to find the perfect match for your specific prompt.

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