Lesson 03

Research and Summarisation

This lesson shows how to move from source collection to a usable brief: extracting key facts, comparing options, and turning a long document set into an actionable summary.

Lesson 3 of 3 Approx 20 min Updated 31 March 2026

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Key takeaways

  • Chunk long source sets into controlled batches before asking for synthesis.
  • Separate extraction, comparison, and recommendation into distinct passes when the material is dense.
  • Preserve citations or source references whenever the output may inform real decisions.

Step-by-step workflow

  1. Collect and label the source documents so the model can distinguish background, current facts, and decisions needed.
  2. Run an extraction pass to pull out the key facts, constraints, and open questions from each source.
  3. Run a comparison pass that forces the model to lay options side by side instead of blending them together.
  4. Ask for a short decision brief with next actions, risks, and information gaps.
  5. Keep the final output anchored to the source set so updates can be handled quickly when documents change.

Companion notes

Add summary templates, comparison tables, or briefing-note formats here after the final files are prepared.

Recommended tools

  • A model interface that handles long documents or structured uploads
  • A spreadsheet or table workspace for comparison outputs
  • A final human review pass before research-based recommendations are circulated
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