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4 step workflow

Analyze a long PDF and generate a summary

Extract structure, claims, and action items from long documents.

Workflow progress

Check off steps as you finish them. Progress stays in this browser.

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Step 1

ClaudeChatGPT

Ask for structure first

Why use it

Long-context assistants can map the document before summarizing.

Prompt

Before summarizing, list the document structure, key sections, tables, and possible limitations.

Input example

A long PDF

Output example

Structure map and summary plan

What to watch

Check whether appendices, footnotes, and scanned pages were actually read.

Step 2

ClaudeChatGPT

Extract claims, evidence, and tables

Why use it

Separating claims from evidence prevents a fluent summary from hiding weak support.

Prompt

List the main claims, evidence, table references, assumptions, and limitations. Include page numbers when available.

Input example

Document structure and the PDF

Output example

A claim-evidence table with page references.

What to watch

Verify numerical values directly in the original tables.

Step 3

ClaudeChatGPT

Draft a layered summary

Why use it

A short overview plus detailed findings serves different reading needs.

Prompt

Write a three-layer summary: five-line overview, key findings with page references, and open questions. Use only the extracted evidence.

Input example

Verified claim-evidence table

Output example

A layered summary with traceable findings.

What to watch

Keep uncertainty and author limitations visible.

Step 4

ChatGPT

Verify and create action items

Why use it

A final review separates what the document says from what the reader should do next.

Prompt

Audit the summary against the document and then list action items separately, each with owner, evidence, and unresolved question.

Input example

PDF and layered summary

Output example

Corrected summary and separate action list.

What to watch

Do not upload confidential PDFs to services not approved by the document owner.

Goal

Create a reliable summary with limitations and questions.

Free plan

Use Claude or ChatGPT where file upload is available.

Privacy

Do not upload confidential PDFs to external tools.

Common mistakes

  • • Summarizing without checking tables and footnotes.
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