The job: You have a 60-page report or tender pack and need the five things that matter by this afternoon.
What AI actually does here
- Summarises long documents and compares several at once.
- Answers questions with citations to the passage it used.
- Builds checklists, timelines and comparison tables.
Tools to look at
- Source-grounded tools such as Google NotebookLM
- General assistants with file upload (ChatGPT, Claude, Gemini)
Named tools are examples, not endorsements. We have no paid relationships with them at the moment; see our disclosure.
What you need first
- Permission to upload the documents: never upload confidential or client data to a tool your organisation hasn’t approved.
- A habit of clicking the citation and checking the original wording, especially for legal or financial points.
How to measure ROI
- Time to first useful summary, before and after.
- Errors found on checking (a measure of how much you can rely on it).
Run the numbers in the ROI calculator →
What the evidence says
No independent figures are cited here.
Ready-to-use prompt
Replace the [BRACKETS]. Only paste data you’re allowed to share with the tool you’re using.
View promptYou are a careful analyst. Using ONLY the attached documents:
You are a careful analyst. Using ONLY the attached documents:
1. Summarise each in 5 bullets.
2. List every deadline, obligation, fee or penalty, with page or section references.
3. List anything that is unclear or contradictory between documents.
4. Give me the 5 questions I should ask before deciding.
If something isn't in the documents, say "not stated".Sources
- Google NotebookLM (product page) Vendor page
- ICO, Guidance on AI and data protection Regulator guidance
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