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Summarize Documents

Create a one-page summary of the client’s insurance agreement listing insurer, policy number, start/end dates, key cov…

2heights
2tasks
1roles do it
See the prompt↓More design workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Create a one-page summary of the client’s insurance agreement listing insurer, policy number,…+
Create a one-page summary of the client’s insurance agreement listing insurer, policy number, start/end dates, key coverage and any excesses; lay out clearly on a single page and export as a PNG to tuck into the client file.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before adding to the file, make the summary reliable for anyone auditing the file: put policy…+
Before adding to the file, make the summary reliable for anyone auditing the file: put policy number and expiry date at the top, bold any cover limits and exclusions, add a tiny line ‘See full policy: stored on SharePoint’ and highlight required renewal notice timeframe so a colleague doesn’t miss renewal action.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Make a clear one-page summary of an insurance agreement to tuck into the client file so anyone can see the key dates and cover.

Who does this

1 roles
Office Clerk

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Canva — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.