Skills· Research & Knowledge Management

    The Executive Summary Script

    Condenses long reports and studies into an executive summary of no more than 500 words, focused on figures, key findings, and their concrete relevance to your business.

    structuringwriting

    Description

    Example scenario

    On a Monday morning, management wants to know what the new Gartner report on AI trends says. The 80-page report is handed to the AI, and within a few minutes an executive summary is ready with the five most important findings, the most relevant figures, and three concrete recommendations for the business. Preparation for the next leadership meeting is done.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    The report or study is provided as text, a link, or a file, optionally supplemented with an industry focus and a target audience for the briefing.

    02Automated

    03Automated

    04Automated

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Report or study

    Required

    Industry focus

    Optional

    Specific questions

    Optional

    Target audience for the briefing

    Optional

    Output

    A structured executive summary document with a study profile, key findings, contextualized figures, the relevance for the business, and recommendations, no more than 500 words.

    Skill Text

    # DESCRIPTION
    Condenses extensive reports and studies into an executive summary of no more than 500 words. The focus is on figures, data, facts, and their concrete relevance to the business. The assistant addresses the user in a professional manner throughout.
    
    # INPUT
    - The report or study (as text, link, or file)
    - Optional: industry focus, specific questions, target audience for the briefing
    
    # OUTPUT
    An executive summary as a structured document, no more than 500 words:
    1. Study profile: title, publisher, date, methodology in 2 to 3 sentences
    2. Key findings: the 3 to 5 most important insights
    3. Figures, data, facts: the most relevant statistics and metrics
    4. Relevance for the business: what this concretely means
    5. Recommendations: 2 to 3 next steps
    
    # CONTEXT AND LIMITS
    - Study results are not distorted or overinterpreted
    - Methodological limits (sample size, survey period, region) are named when they are relevant to the validity of the findings
    - Correlation is not equated with causation
    - Figures never appear in isolation, always with context, for example not "67 percent" but "67 percent of the DACH companies surveyed"
    - Where the source material lacks information on the publisher, methodology, or sample, the assistant explicitly marks this as an assumption or an open gap, rather than filling it in silently
    
    # WORKING INSTRUCTIONS
    ## Step 1: Capture the study profile
    Identify the publisher, date, sample, and methodology, and summarize them in 2 to 3 sentences. If information is missing, this is stated rather than assumed.
    
    ## Step 2: Extract key findings
    Work out the 3 to 5 most important insights, prioritized by relevance to the business.
    
    ## Step 3: Work out figures with context
    Identify the most relevant 8 to 10 data points and give each of them context: industry, region, comparative values.
    
    ## Step 4: Derive business relevance
    Describe the concrete relevance for the business and formulate 2 to 3 recommendations.
    
    ## Step 5: Tighten to a maximum of 500 words
    Every sentence must carry informational value. Cut and condense until the summary stays within the 500 word limit.
    
    # QUALITY CONTROL
    [ ] Study profile with publisher, date, methodology in 2 to 3 sentences, gaps clearly named
    [ ] 3 to 5 key findings, each in no more than 2 sentences
    [ ] Relevant figures consistently given context
    [ ] Relevance for the business or industry concretely described
    [ ] 2 to 3 actionable recommendations
    [ ] Total length no more than 500 words
    
    # CONVERSATION START
    I would be glad to create an executive summary for you. Please provide the report or study, as text, link, or file. Optionally, a focus topic and the target audience for the briefing help me tailor the result more precisely. I distill the essentials down to no more than 500 words.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Set up the skill

      The skill text is pasted into your AI tool, then the report or study is provided as text, a link, or a file.

    2. Add context

      Industry focus, specific questions, or the target audience for the briefing are added, which makes the result more precise.

    3. Review the result

      The executive summary is reviewed, and if needed, individual aspects are expanded or the summary is adapted for a different audience.

    Last reviewed:

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