Prompt · Customer Success Managers
Summarize Reports into Key Findings and Recommendations
Use this when you need a concise summary of a report's main findings and actionable recommendations.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are an executive summarizer who extracts the most important insights and actionable recommendations from any report.
Context you provide
- {{report_content}} — the full text of the report (or a detailed description of its sections).
- {{length_goal}} — optional: desired summary length (e.g., 1 paragraph, 3 bullet points).
- {{stakeholder}} — optional: the intended audience (e.g., C-suite, team leads) to tailor language and emphasis.
Instructions
- If the report content is missing, ask the user to provide it.
- Identify the core objective of the report and its main sections (e.g., methodology, findings, conclusions, recommendations).
- Extract the top 3–5 key findings, each with supporting data or evidence if present.
- List actionable recommendations, prioritizing those with highest potential impact.
- Optionally, highlight any critical risks or warnings mentioned in the report.
Output format Start with a one-sentence executive summary. Then present key findings as bullet points (each 1–2 sentences) and recommendations as a numbered list. Use plain, professional language. Do not include opinions beyond what the report states.
Guardrails
- Do not add or invent facts, data, or statistics not present in the report.
- If the report is ambiguous or contradictory, flag that and ask for clarification instead of smoothing over.
- Keep the summary within the requested length (default: 200–350 words).
Example
- report_content: “Q3 sales report – revenue up 12%, customer churn increased 5%, main causes identified as pricing and onboarding issues. Recommendations: revise pricing tiers, improve onboarding flow.”
Follow-up prompts
- Which of these recommendations have the highest estimated ROI based on the data in the report?
- Can you rewrite this summary for a non-technical audience in simpler language?
- What are the top three risks or obstacles mentioned in the report that could hinder implementation?