AI at Work

Module 3 — Reading, Meetings and Numbers

Lesson 5: Summarising Documents and Meetings

Last updated: 2026-10-09

Summaries are where AI saves the most time and where its mistakes are hardest to see, because you didn't read the original. Ask for summaries you can check, and keep a human on the decisions.

Lesson 5: Summarising Documents and Meetings

Blackboard

Summaries you can check

12 min
Concept 1

Ask questions, not just for a summary

"Summarise this" gets a smooth paragraph that may skip the bit that matters to you. Better: "What does this contract say about termination and notice periods? Quote the clause." or "What changed from the previous version?" Specific questions with quoted passages give you something to check against the original in seconds.

Concept 2

Long documents still have blind spots

Modern assistants can take in hundreds of pages, but they don't give every page equal attention. Details buried in the middle, tables and footnotes are the usual casualties. For anything important, ask where in the document each point comes from, and open that page. Our Long-Context Document Interrogator prompt sets this up.

Concept 3

Meeting notes and recordings

Teams, Zoom, Google Meet and most assistants can transcribe calls and produce notes. Tell people at the start that the meeting is being recorded or transcribed, and follow your employer's rules; in many places recording without notice is unlawful or against policy. Transcripts mishear names and numbers, so check those before circulating.

Concept 4

From notes to actions

The most useful meeting output is a short list: decisions made, actions with an owner and a date, and open questions. Ask for exactly that format. Then have a person who was in the room check it before it goes round, because an AI will happily assign an action to someone who never agreed to it.

Pause and Think

When did you last act on a summary of something you hadn't read yourself? How would you have known if it left out the important part?

Flashcards

Key Terms

Click or press Enter to flip a card. Review these before the practice question.

Additional Resources
Practice Question

You need to know a supplier contract's notice period. Which request is most reliable?

Does not count for certificate
Choose one answer, use the hint if needed, then check your answer.
Use the hint before checking if you need a nudge.