Document summaries

Summarise long business documents and pull out the actions

Upload a long report, plan or policy and get a plain-English summary of what it says and what it asks for. Then turn it into a task list with owners and due dates, ready to send.

project-management-plan.pdf
ScopeMilestonesRolesRisksGovernance

You askSummarise this document for me.

  • What it says, in plain English
  • Decisions and deadlines
  • Actions with owners
  • Open questions to raise
Photo by Kelly Sikkema on Unsplash

What changes

Stop rebuilding it by hand.

The usual way

  • Skim a 60-page document the night before the meeting
  • Retype the action points into an email
  • Discover later that nobody owned the key task

With CTRON Loop

  • Upload the document and ask for a summary
  • Get the decisions, deadlines and actions pulled out
  • Send a task list with an owner on every line
Two colleagues reviewing notes beside a laptopPhoto by Amy Hirschi on Unsplash

Before the meeting

Know what it says before the meeting starts.

Lead with the decisions, the deadlines and what is being asked of you. Then send a task list with an owner on every line, so the meeting ends with actions instead of another read-through.

What you get

Everything you need, from one file.

The point, in plain English

A summary that leads with what the document means for you, followed by the detail that supports it.

Actions with owners

Every action with one owner, one due date and a clear definition of done. Missing owners are flagged, not invented.

Briefing notes and updates

Turn the same document into a briefing note, an internal update or a checklist in one step.

Several documents at once

Upload related documents together and ask what they agree on, or what changed between them.

How to do it

4 steps. Plain English throughout.

No formulas, no templates to set up. Describe what you need the way you would to a colleague.

  1. Upload the document

    Add a PDF, Word or text file. Long documents are fine.

  2. Ask for the summary

    Pick a summary or ask the question you actually need answered.

    Try typingSummarise this for a director who has five minutes. Lead with the decisions needed.

  3. Pull out the actions

    Ask for a task list and get each action with its owner and due date.

    Try typingPull out every action and who owns it.

  4. Send it on

    Copy the result into an email or download it, and save the method as a Loop on Pro for the next document.

Worked example

Try it on a long project plan

The project management plan sample is a long real-world project document. Open it with the summary task already selected and run it.

Summarise a sample document

No account, no card, no API key.

  • Scope, milestones and governance in a few paragraphs
  • The risks and dependencies worth raising
  • A follow-up ask to turn it into a task list

Questions

Good to know.

Can I summarise a long PDF?

Yes. Upload the PDF and ask for a summary. Long reports, plans and policies are all supported.

Can it pull out action items?

Yes. Ask for the actions and each one comes back with an owner, a due date and what done looks like. Where the document does not name an owner, it says so rather than guessing.

Which document types work?

PDF, Word and plain text files.

Do I need an account?

No. Try it on your own document or a sample on the try page with no account, card or API key.

Do it once. Run it again in one click.

Bring the file behind your next recurring task and see a real result in the next few minutes.

Summarise a sample document No account, no card, no API key.