How to Summarize with AI (The Practical Guide)

Repeatable methods, prompt templates, and a workflow using ResearchWize to turn long readings into accurate, useful summaries — including scanned PDFs with OCR.

How to Summarize with AI (The Practical Guide)

Repeatable methods, prompt templates, and a workflow using ResearchWize to turn long readings into accurate, useful summaries — including scanned PDFs with OCR.

Pick the right style. Bullets, 5 key ideas, headlines & key facts, TL;DR, argument/evidence — match the style to the goal.
Stay accurate. Keep claims traceable and numbers double‑checked; preserve citations/links.
Work fast in ResearchWize. Summarize web pages or PDFs (incl. scans), then send to flashcards, quizzes, outlines, or slides.

Before you summarize: choose the outcome

Cheat sheet

Bulleted key ideas to skim before class or a meeting.

Executive summary

Short, decision‑ready brief for stakeholders (headlines & key facts).

Evidence map

Argument → evidence → conclusion format for research or policy.

Study guide

5 key ideas with definitions and recall prompts.

Slide outline

Titles + 4 bullets per section to feed into a deck.

Quiz/flashcards

Turn summaries into practice via Quiz Maker or Flashcards.

Summary styles that work

Bullets / 5 key ideas

Fast scan; great for readings and news.

Headlines & key facts

Executive brief with 5–7 short lines that carry numbers and names.

Argument / evidence

For papers and op‑eds: claim → evidence → implications.

Cause / effect

Useful for policy, economics, and history.

IMRaD snapshot

Research papers: Introduction, Methods, Results, and Discussion in 4–6 bullets.

Case law

Facts, issue, holding, reasoning (FIHR) with citations.

Prompt templates (copy & paste)

Key ideas (general)

Summarize the text as 5 key ideas with a one‑line gloss each.
Keep names, numbers, and dates. End with 3 study questions.
Audience: undergraduate.

Argument / evidence

Summarize as Argument → Evidence → Implications.
Use 5–8 bullets; keep citations/links in parentheses.
Tone: neutral; no added claims.

Executive brief

Write an executive summary with 6 headlines & key facts (max 14 words each).
Include key metrics; avoid adjectives; preserve URLs if present.

IMRaD (research)

Summarize using IMRaD: 1–2 bullets per section (Intro/Methods/Results/Discussion).
Keep sample sizes, measures, and effect directions.

Case law

Summarize as FIHR (Facts, Issue, Holding, Reasoning).
Keep case name, court, year; include the holding verbatim in quotes.

Slide outline

Produce a slide outline: 1 title + 4 short bullets per slide (6–8 slides).
No sentences; keep one number per bullet if relevant.

ResearchWize workflow (web pages & PDFs)

  1. Open your content: On a web page, click Summarize. For a PDF, use the AI PDF Summarizer — scans are handled via OCR.
  2. Pick a style & length: Bullets, 5 key ideas, headlines & facts, argument/evidence, IMRaD, or case law; set short/medium/long.
  3. Keep citations: Ask to preserve references, URLs, or page numbers when available.
  4. Refine: Ask follow‑ups (define terms, expand a section, list counter‑arguments).
  5. Send to study tools: Turn the result into quizzes, flashcards, essay outlines, or slides.
  6. Export & cite: Use Citation & Works Cited to format references for essays and decks.

Accuracy checklist

Numbers & names

Keep figures, dates, and proper nouns; avoid rounding away meaning.

Traceability

Include citations/links or page markers so facts are verifiable.

No extra claims

Summaries condense — they shouldn’t add new interpretations without labeling them.

Chunk long docs

Summarize section‑by‑section and then produce a top‑level synthesis.

Tables & figures

Describe key trends; capture units and sample sizes.

Ethics

Credit sources; don’t present AI text as original scholarship; follow course or workplace rules.

FAQ: Summarizing with AI

What’s the best summary length?

Short for skim (100–150 words), medium for study (250–400), long for reference (600–900). Match the length to the goal and audience.

How do I avoid losing nuance?

Choose a structured style (e.g., Argument/Evidence or IMRaD) and keep citations/links in the summary.

Can it handle scanned PDFs?

Yes. ResearchWize uses built‑in OCR so image‑only PDFs can be summarized like regular text.

How do I turn a summary into study materials?

From the summary, send to Flashcards or Quiz Maker, or export an essay outline or slide deck.