Summarizing Documents Safely

Before you paste

• Confirm the tool is approved for the document classification.
• Remove secrets, credentials, personal data, and customer-sensitive details.
• Use excerpts instead of full documents when possible.
• Prefer synthetic examples for practice.

Prompt pattern

Ask AI to summarize only the supplied text, separate facts from assumptions, and list anything that needs human review.

Do not use AI when

• The document contains regulated data and the tool is not approved.
• The summary would become a final legal, HR, safety, or financial decision.
• You cannot verify the output against the source.