The Library
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Intake form summariser
Paste a client's intake form responses → get a 1-paragraph summary with key points, flags and a suggested first-session focus.
New client intake agent
Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.
Convert raw notes to summary
Converts messy raw notes into a clean summary with key points and actions.
Discharge summary agent
End-of-care workflow: takes the case start-to-end, produces a discharge summary tuned to the audience (client, GP, NDIS planner, insurer).
Write a one-sentence summary
Distils a long piece into a single, faithful sentence under 25 words.
Write a TLDR
Drafts a TLDR summary at the top of a long piece so readers can decide whether to keep reading.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Prepare for a tenancy tribunal hearing
Turns a messy dispute file into a calm, organised hearing pack - a timeline of what happened, the documents to bring, and the two-minute summary you will actually say.
Send a vendor their marketing costs summary
An itemised, no-surprises summary of what was spent on a campaign and what it achieved - the email that makes the invoice feel fair.
Write a discharge summary
Wraps up an episode of care properly - what was done, what was achieved, what the patient continues at home, and the door left open for the future.
Treatment plan summary for the client
Written summary of the treatment plan for the client to take home. Plain English, clear expectations, what they need to do.
Discharge summary
Concise discharge summary at the end of an episode of care. Ready to share with the client, GP, or NDIS.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Payroll summary sheet
Structure a monthly AU payroll summary with gross, super, PAYG, net, and compliance reminders.
Executive summary slide
Ship a stand-alone executive summary slide with title, three bullets, ask, numbers, and next step.
Report structure from bullet notes
Turn raw bullet notes into a proper Word report structure with headings, exec summary, and appendix.
Executive summary generator
Draft a five-sentence exec summary from a source doc with three-bullet and one-line variants.
Whitepaper structure
Structure a data-backed whitepaper with exec summary, evidence, framework, and a social pull-quote page.
Policy document template
Draft a plain-language workplace policy doc with scope, definitions, clauses, and a read-me-first summary.
Meeting recap from transcript
Turn a Teams transcript into a 2-min recap with decisions, actions, open questions, and absent-reader summary.
Convert a doc into bullets
Converts a dense document into structured bullet points without losing key ideas.
Decision summary email post-meeting
Write a decision-summary email within an hour of a meeting to lock in what was agreed.
Meeting notes template for OneNote
Design a OneNote meeting notes template with tags, actions table, and a summary block written last.
Board report draft
Draft a direct board report with exec summary, financials, ops, risks, and clear decisions requested.
Summarise a podcast episode
Summarises a podcast episode with key takeaways, timestamps, and quotable moments.
Compliance training summary
Turn compliance training into a 1-page summary with scenarios, 5-question quiz, and a sign-off line.
Risk assessment template
Design a risk register with scoring rubric, top-5 summary, and a 1-page memo the sponsor can sign off on.
Post-mortem or incident report
Draft a blameless incident post-mortem with exec summary, timeline, 5-whys, actions, and customer statement.
Weekly roster summary — team email
The "roster's up" email/message that lands every Sunday-ish. Highlights what matters (busy nights, new starters, open shifts) so the team scans it and acts.
Summarise an article in 3 levels
Summarises an article at 3 levels of detail — one tweet, one paragraph, one page.
Convert meeting notes to actions
Converts raw meeting notes into a clear action list with owners and deadlines.
Build an annotated bibliography
Drafts an annotated bibliography with summary and critical note for each source.
Extract key arguments from a long piece
Pulls the central argument and supporting points from a long article or essay.
Annual engagement letter renewal agent
A renewal pack: summary email, updated engagement letter, objection notes, the graceful "they are leaving" reply, and the CRM record - so renewal does not become a renegotiation.
Weekly vendor report agent (campaign data, narrative, recommendation)
A weekly vendor report that turns numbers into a story and a recommendation: cover summary, data table, buyer feedback, comparables, the recommendation, and the call agenda.
Monthly takings vs expenses summary to your bookkeeper
A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.
End-of-week summary for my team
The Friday recap that recognises the team, names the decisions made, and sets up Monday.
Generate an executive summary of a long Word document
Copilot writes a 200-word executive summary tailored to your reader and inserts it as a quote block at the top of the long document.
Write a security review summary
Drafts a one-page security review summary for prospects to share with their security team.
Monthly client performance report agent (data to narrative to next-month plan)
A monthly report that turns numbers into a story the client will read: executive summary, KPI commentary, the narrative, the next-month plan, and a 7-slide outline if you present live.
Write a podcast episode show notes
Drafts SEO-friendly podcast show notes with timestamps, links, and a summary.
Summarise this Notion page into action items
Run inside Notion AI on a page of notes. Returns a TLDR, a to-do list with owners and due dates, decisions, open questions, and search-friendly keywords.
Generate a Friday weekly inbox summary in Outlook
Copilot scans your Outlook week and produces a Friday summary with decisions, what you owe by Monday, what you are waiting on, quiet wins, and one honest line.
Build a one-page Excel dashboard from raw data
Copilot turns a raw Excel data export into a clean one-page dashboard with key number tiles, mini trend charts, one breakdown, and a 50-word summary in your brand voice.
Build an annotated bibliography
Drafts an annotated bibliography with summary + critical note per source.
Convert messy notes in Word into a formal report
Copilot turns messy Word notes into a formal report — exec summary, findings with citations, ranked recommendations, and the leftover notes kept at the end as backup.
Build an executive summary of a long doc
Drafts a one-page executive summary of a long document for a busy decision-maker.
Build a research summary in 3 levels
Summarises a research paper or report at 3 progressively detailed levels.
Write a SAFE note summary
Explains a SAFE note's key terms in plain language for a founder or angel.
Build an MSA summary
Summarises a Master Service Agreement in plain language for a non-lawyer to review.