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Document Summarization

Attach a document, ask for a summary, and read the key points.

Overview​

Document Summarization reads a long file you attach and returns a shorter, easy-to-scan summary — main points, decisions, or action items — so you do not have to read every page yourself. Use it before a meeting, when onboarding to a new topic, or when someone sends you a lengthy PDF. Success is a summary you can skim in a minute and trust enough to decide whether you need to read the full document.

End-to-end flow​

A simple path to follow:

Attach your document (PDF, Word, or similar) → Select Document Summarization or ask plainly to summarise → Say what format you want (bullets, actions, one paragraph) → Send → Read the summary → Ask follow-ups on any section that needs more detail

How it works​

Upload first:

Attach the file before you ask for a summary — the assistant needs the document in the chat to read it; asking to summarise without an attachment usually will not work.

Ask clearly:

Tell the assistant if you want bullet points, a short paragraph, action items only, or decisions highlighted — different formats suit different meetings.

Follow-ups:

You can ask “expand section 2” or “list only risks” in the same chat without re-uploading the file, as long as the attachment is still in the conversation.

Tip:

A helpful prompt is: “Summarise this document in five bullet points and list action items with owners if mentioned.”

Walkthrough​

1. Attach a document​

Click + in the chat bar and upload the PDF, Word file, or other document you want summarised — wait until the file name appears on the chat bar.

Very large files may take longer to process. If upload fails, try a smaller export or split the document and summarise one part at a time.

Attach a document

  • Attachment: File appears on the composer.

2. Ask for a summary​

Type a clear request — for example “Summarise this doc for my manager in bullet points” — and click Send.

Say whether you care most about decisions, risks, dates, or action items so the summary matches how you will use it in your meeting or email.

Ask for a summary

  • Prompt: Ask for key points or actions.

3. Read the summary​

Scroll through the assistant’s reply and check the key points, decisions, and any action items it listed.

Spot-check important numbers or names against the original if the summary will go to others. Ask a follow-up in the same chat if one section needs more depth.

Read the summary

  • Summary: Key points and actions in chat.