Choose one of three approaches. The steps for that option appear below.
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Load the report and ask for a short summary with page pointers; you check each point.
Write reader, decision
Draft summary
Check each point
Note unchecked parts
Use: You
Have ready: the report. Write who will read the summary and what they need to decide.
Check the reader and decision are named.
Use: Gemini Notebook
Ask Gemini Notebook for a one-page plain summary of the report with the section or page for each main point.
What to paste into the tool
Using only the report attached to this notebook, write a one-page summary in plain words. Reader: [describe reader]. Decision the reader needs to make: [paste decision]. Report: [attach it as a notebook source before running this prompt]. Give the document name and exact supporting page or section for every main point. Write not stated when the report does not provide an answer or location. Do not add outside facts.
Use: You
Open the report at each pointer and check the point; remove any that do not match.
Check each point matches the cited place.
Use: You
Add a line on what you did not check.
Nothing is shared.
Paste one section at a time and join the results yourself.
Split into sections
Summarise each section
Check summaries, numbers
Join and approve
Use: You
Have ready: the report. Split it into sections and note the page range of each.
Check page ranges cover the whole report.
Use: Claude
Paste one section at a time; ask for 3 plain sentences and its page range for each.
What to paste into the tool
Summarize only this report section in 3 plain sentences. Reader: [describe reader]. Decision: [paste decision]. Report title: [paste title]. Section name and page range: [paste name and range]. Section text with page markers: [paste text]. Give an exact page or section for each point. Keep every number exactly as written. If the text or source location is missing, write not stated. Do not add outside facts.
Use: You
Check each section summary and each number against your own copy of the page.
Check numbers match exactly.
Use: You
Join the checked sections into a one-page summary with a source page next to every point; state what was not checked; approve.
Check every point has a source page or section next to it.
Highlight key passages in Zotero and paste only those. Claude writes the summary from them; you check every point.
Highlight passages in Zotero
Draft summary
Check every point
Approve and save
Use: You
The report in Zotero. Highlight the key passages and add a note with the page for each.
Check each note has a page.
Use: Claude
Paste only the passages; ask for a one-page summary with the report page or section next to every point.
What to paste into the tool
Write a one-page summary of a report using only the highlighted passages below, each labelled with its page or section: [paste passages]. Put the page or section next to every point. Use only the pasted passages; if a point has no passage behind it, leave it out. If a passage is unclear, mark it as missing and move on. Do not add outside facts.
Use: You
Check every summary point against its cited passage; reread the introduction and conclusion for missing context; ask Claude to fix anything that does not match.
Check the draft agrees with the report's own conclusion.
Use: You
Approve the summary, state what you did not check, and save with the report in Zotero.
Nothing is shared.
Best when: The report is a file you can load whole
What it does: Gemini Notebook writes the summary; you check each point
Strong at: Answers grounded in your supplied report
Limit: Page pointer format is still to confirm
Free plan: Yes, limited (100 notebooks, 50 sources per notebook)
Best when: The report is too long to load at once
What it does: Claude summarises sections; you check and join them
Strong at: Small chunks are easier to check
Limit: Takes more rounds; gaps between sections can be missed
Free plan: Yes, limited (5-hour session and weekly caps)
Best when: You already highlight key passages while reading
What it does: Claude writes from your passages; you check every point
Strong at: Summary uses only passages you chose
Limit: Points outside the highlights are never seen
Free plan: Yes, limited (5-hour session and weekly caps)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Each point opened and compared with the report.
What was not checked is stated.
Check the result against your original inputs. Approve it before sharing or acting.
Tool details come from each tool's official page read on 2026-10-28.