Report Summarizer

What is Report Summarizer?

Report Summarizer condenses long documents — quarterly reports, research papers, meeting transcripts, audit findings — into concise summaries with key takeaways, extracted metrics, and flagged risks or opportunities. You choose the depth and focus, and the agent does the reading for you.

It's designed for anyone who regularly receives dense documents and needs to extract what matters quickly, without losing important nuance. Rather than producing a generic abstract, Report Summarizer structures its output around the decisions and insights you actually need to act on.

How to Use Report Summarizer

Getting Started

1. Click Report Summarizer in the sidebar.
2. Paste the text of the report directly into the chat, or upload a document (PDF or DOCX).
3. Optionally, specify the summary depth and any particular aspects you want highlighted (e.g., "focus on financial risks" or "give me an executive summary").
4. The agent will return a structured summary with key takeaways, metrics, and flagged items.

Navigation

Report Summarizer is found in the sidebar under Agents. You can paste content directly into the chat input or use the upload button to attach a document. After receiving a summary, you can continue the conversation to drill into specific sections, ask clarifying questions, or request a different summary format.

Key Features

Summarization Options

• Multi-document summarization — Summarize several related documents at once and get a consolidated view that identifies common themes and contradictions across sources.
• Configurable depth — Choose between executive summary (2–3 paragraphs), detailed summary (section-by-section), or technical summary (preserving domain-specific terminology and data).

Analysis and Extraction

• Key metrics extraction — Automatically identifies and surfaces numbers, percentages, dates, and KPIs scattered throughout the document so they're visible at a glance rather than buried in paragraphs.
• Risk and opportunity flagging — Highlights language that signals potential risks, blockers, or opportunities so they don't get buried in the body text. Flagged items are listed separately for easy review.

Example Use Cases

Common Scenarios

• Summarize a 200-page annual report to 2 pages before a board presentation or investor call.
• Weekly project digests by pasting status updates from multiple teams and getting a single summary for leadership.

Advanced Scenarios

• Extract research findings from academic papers or industry reports without reading every section.
• Board-ready summaries that combine narrative, metrics, and risk flags in a format executives can act on immediately without needing to read the source document.

Tips for Best Results

Getting Better Output

• Specify your desired summary length. Saying "give me a 3-paragraph executive summary" or "summarize each section in one sentence" produces more useful output than leaving it open-ended.
• Mention what aspects to focus on. If a financial report contains both operational and strategic sections and you only care about the strategic outlook, say so. The agent will prioritize accordingly.
• For long documents, you can ask follow-up questions after the initial summary to drill into specific sections or get more detail on a particular finding.

Common Mistakes to Avoid

• Avoid asking for a summary without specifying the audience or purpose — an executive summary and a technical summary for an engineering team are very different documents.
• Don't treat the first summary as final when the document is long. Ask the agent to expand on any section that seems thin or where important context might have been compressed away.