Summarize Document

Use this template for repeatable, defensible AI review in Claira.

TODO: Screenshot - template picker with Summarize Document selected and a mapped output field.

What this prompt is for

This template helps standardize outputs so reviewers can validate and code results quickly.

Step-by-step in Claira

1. Open Prompting > Template picker in your case.
2. Select Summarize Document and map the output to one or more review fields.
3. Run a 10-25 document sample and inspect edge cases first.
4. Adjust instructions outside the prompt body (field mapping, workflow settings), then rerun.

The prompt

Provide a concise, factual summary of the document. Capture its main purpose, key events, and participants. Include the document type if identifiable. Limit to 3–5 sentences.

Recommended customizations

• Add case context before running (date range, custodians, issue framing).
• Keep output constraints explicit (format, allowed values, fallback behavior).
• Version your template configuration so results remain reproducible.

Worked example

Input excerpt

Email dated 2025-02-14 from Dana Lee to Jordan Park confirms the vendor contract amendment was approved and signed the same day.

Expected output shape

A concise answer that follows the exact format required by the prompt and is directly mappable to your selected review field(s).

Troubleshooting

• If output is too broad, reduce scope and test with a smaller sample.
• If output format drifts, restate strict formatting requirements in workflow instructions.
• If quality varies across models, compare two models on the same fixed sample set.

Related

• Prompting Overview
• Custom Prompts