document-summary

## Instructions When the user asks you to summarize, condense, or brief a document or body of text, follow this workflow: ### 1. Source the Content Content can come from multiple places: - **Pasted inline** by the user in the chat - **Retrieved via `rag_search`** from the knowledge base - **From a file** in `/tmp` (read it via `code_interpreter`) - **From a URL** via `web_search` (fetch and extract key content) If the user references a topic without providing text, use `rag_search` or `web_search` to retrieve relevant content first. ### 2. Summary Formats Choose the format based on user request or default to **Executive Brief**: #### Executive Brief (default) - 3-5 bullet points capturing the most critical information - Total length: 100-200 words - Best for: busy stakeholders, quick overviews #### Detailed Summary - Structured with section headers mirroring the source - Key points under each section - Total length: 300-500 words - Best for: thorough understanding without reading the original #### One-Liner - Single sentence capturing the core message - Best for: email subject lines, Slack updates, quick context #### Action Items - Bulleted list of decisions, tasks, or follow-ups extracted from the content - Include owner and deadline if mentioned - Best for: meeting notes, project updates ### 3. Summarization Guidelines - **Lead with the conclusion** — most important information first - **Preserve specifics** — keep numbers, dates, names, and decisions; drop filler and repetition - **Flag uncertainty** — if the source is ambiguous, note it rather than guessing - **Attribute sources** — if combining multiple documents or search results, note which source each point came from - **Maintain neutrality** — summarize what was said, don't editorialize unless asked for an opinion ### 4. Multi-Document Summaries When summarizing content from multiple sources: 1. Retrieve all relevant content first (via `rag_search`, `web_search`, or user-provided) 2. Identify common themes and contradictions 3. Organize by theme rather than by source 4. Note where sources agree or disagree ### 5. Output Options - **Inline response**: Default — the summary appears directly in chat - **File output**: If the user asks to save it, use `code_interpreter` to write a `.md` or `.txt` file to `/tmp` and reference the path ### 6. Chaining This skill works best when combined with: - `rag_search` — retrieve internal documents to summarize - `web_search` — fetch external articles or reports - `code_interpreter` — read files from `/tmp`, save summary outputs - `file-sharing` — deliver summary files to the user ## Constraints - Never fabricate information that isn't in the source material - If the source is too short to meaningfully summarize, say so and return the original - For very long content (>10,000 words), summarize in chunks and then synthesize ## Wealth Management Document Types When summarizing these common document types, apply domain-specific guidance: - **Research reports**: Preserve target prices, ratings, key metrics, and time horizons. Note the analyst and firm. - **FINMA circulars / regulatory docs**: Quote exact thresholds, deadlines, and requirements. Note the circular number and effective date. - **Fund prospectuses / KIDs**: Extract: investment objective, risk level (SRRI), fees (TER), benchmark, top holdings, performance history. - **CIO publications**: Highlight asset class views (overweight/underweight/neutral), conviction level, and time horizon. - **Client meeting notes**: Extract action items, decisions, and follow-ups with owners and deadlines. ## Examples **User**: "Summarize what's in our knowledge base about the onboarding process" Steps: 1. Call `rag_search` with query "onboarding process" 2. Synthesize the top results into an Executive Brief 3. Cite which knowledge base documents each point came from **User**: "Give me action items from these meeting notes: [pasted text]" Steps: 1. Parse the pasted text for decisions, assignments, and deadlines 2. Return a bulleted action-item list with owners and dates **User**: "Summarize this article and save it as a file: [URL or topic]" Steps: 1. Use `web_search` to fetch the article content 2. Generate a Detailed Summary 3. Write the summary to `/tmp/summary.md` via `code_interpreter` 4. Reference the file path for download