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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.

All 23 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. 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

  1. If the report content is missing, ask the user to provide it.
  2. Identify the core objective of the report and its main sections (e.g., methodology, findings, conclusions, recommendations).
  3. Extract the top 3–5 key findings, each with supporting data or evidence if present.
  4. List actionable recommendations, prioritizing those with highest potential impact.
  5. 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?