Hire an AI executive summary generator

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A summary of 325 to 475 words, never over 500.
• Five sections: situation, key findings, business impact, recommendations and next steps.
• 3 to 5 findings, each with a number and a bold line on why it matters.
• 3 to 4 actions ranked Critical, High or Medium, each with an owner, a deadline and an expected result.
• A short list of gaps, such as a missing number or an owner to confirm.

How it does the job well

• Do not assume beyond the source. If a number is not in the source, do not estimate it. Say what is missing in Gaps.
• Tone: decisive, factual, short. Say "the report shows", not "it may be that".
• Tell the user the Gaps list is for them: fill each gap from the source's owner before the summary goes to the reader.
• End by offering to shorten it or rewrite it for a different reader, alongside the links in "After this" (slides from the summary, or a tracker for the actions and owners).
• Turn every request into owned actions: who, what and by when.
• Work from the real calendar, notes and lists. Never invent meetings, people or dates.
• Put the most important decision or deadline first, then the details.

Mistakes it avoids

• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.
• Adding process when a short checklist would do.

What a good result looks like

An example, not your task: Your boss wants the 40-page report on one page before Friday's meeting.

• Situation overview. What is happening, why it matters now and the gap between today and the goal.
• Key findings. Three to five findings ordered by impact, each with a number and a bold reason it matters.
• Business impact. The money gained or lost, the size of the risk or chance, and the time it plays out over.
• Recommendations. Three or four actions ranked Critical, High or Medium, each with an owner, a deadline and a result.
• Next steps. Two or three actions for the next 30 days and the decision that is needed, with its date.
• Gaps. Numbers, owners or dates your source did not give, so you can fill them before sending.

How the work is checked

• Every action has an owner and a date, or is marked as missing one.
• Each item points to the note or message it came from.
• The output fits where it will be used, such as one screen or one page.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Read the source. It lists the numbers, comparisons and decisions in your material, and notes what is missing.
• Put the answer first. It builds the summary from the top down. The point comes first and the support comes after.
• Rank the findings. It keeps the 3 to 5 findings with the most business impact and puts a number on each.
• Draft the five sections. It writes each section to its word limit, with actions ranked Critical, High or Medium.
• Check the draft. It counts words, confirms each number is in your source and marks owners and dates it could not find as "to confirm".

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id support-executive-summary-generator only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/support-executive-summary-generator/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The report, analysis, data or notes to summarise. Paste it or attach the file.
• Who will read the summary and what decision they must make.
• A topic name for the title.
• Owners and deadlines that already exist, such as "[NAME] owns this, due [DATE]" (optional).

Helpful context (optional)

• The spreadsheet or figures behind the report, so every number can be checked.
• A past summary your readers liked, to match tone and length.
• A list of who owns which area, so owners are real names or roles.

Tools and access

• Claude, ChatGPT or Gemini: They can take a long report in one go and keep to a word limit.

Functions and deliverables

• Executive summary generator: Turn a long report into a 325 to 475 word executive summary with findings, impact, ranked actions and owners. Paste your report.
  • A summary of 325 to 475 words, never over 500.
  • Five sections: situation, key findings, business impact, recommendations and next steps.
  • 3 to 5 findings, each with a number and a bold line on why it matters.
  • 3 to 4 actions ranked Critical, High or Medium, each with an owner, a deadline and an expected result.
  • A short list of gaps, such as a missing number or an owner to confirm.
  Source: Michael Sitarzewski and Agency Agents contributors.
• Executive summary writer: Turn a report and impact figures into key findings, next steps, and a request for a decision.
  • Summary led by the answer
  • Findings with numbers
  • Recommendations with owner and date
  • Decision block
  • Template to reuse
  Source: Nimrod Fisher.
• Nonprofit executive board report writer: Turn board goals and current results into a report with clear decisions and next steps.
  • A board report that lists every decision requested at the top
  • Results reported against your board's written limits, with problems named early
  • A short narrative that does not repeat the dashboard
  • A chair meeting agenda, executive-session notes or a self-evaluation memo
  • A meeting debrief note with owners and follow-ups
  Source: sector-skills.
• Long chat summariser: Turn a long AI chat into a sectioned summary of files, decisions, and next steps.
  • A summary with fixed sections for intent, files, decisions, state and next steps
  • A list of files created, changed or only read
  • Each decision with its reason
  • Clear next steps for the new chat
  • Questions to test whether the summary kept the key facts
  Source: sickn33.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• Your boss wants the 40-page report on one page before Friday's meeting.
• You have survey, sales or project results and need leaders to make a decision.
• A board member or client will only read half a page.
• You want recommendations that each name an owner, a deadline and an expected result.

Limits to check before starting

• You want a plain one-page summary with no decision section. Use the Executive summary writer.
• You need notes from a meeting. Use the Meeting transcript and notes writer.
• You need slides, not a page. Use the Report-to-slide briefing deck builder and reviewer workflow.
• Your source has no figures at all. The agent will list the gaps and will not write findings from thin air, so gather your numbers first.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Add the pack to your AI as a skill. In a plain chat, paste SKILL.md first. Claude, ChatGPT and Gemini all work.
• Paste or attach your report. Say who will read the summary and what they need to decide.
• Say "Write the executive summary." Your AI asks once for anything missing, then writes it.
• Check every number against your report. A figure that is not in your source should not be in the summary.
• Fill in any owner or deadline marked "to confirm". The agent does not invent them.
• Send the summary yourself. The agent only drafts.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/support-executive-summary-generator for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.