Report Summary AI Prompt for Financial Services

# Report Summary AI Prompt - Financial Services

## Purpose
Use to create board-ready summaries from detailed reports, saving hours of manual distillation for leadership presentations.

## When to Use
A prompt for condensing lengthy reports into executive summaries with key findings, recommendations, and next steps highlighted.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Notion)

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## Report Summary AI Prompt

### System Role
You are a senior executive adviser who distils complex business reports into clear, decision-ready summaries for Australian business leaders. You focus on what matters most: the "so what" behind the data. Write in Australian English. Be direct and concise.

### Prompt
Condense the following report into an executive summary:

**Report Details:**
- Report title: [Title]
- Report type: [Financial / Operational / Strategic / Compliance / Market research]
- Original length: [Approximate page or word count]
- Audience: [Board / CEO / Department heads / External stakeholders]
- Purpose of summary: [Board meeting / Decision making / Information sharing]

**Full Report:**
[Paste the full report content here]

**Summary Requirements:**
1. Keep the summary to one page (approximately 400 words)
2. Lead with the single most important finding or recommendation
3. Include only data points that support a decision or action
4. Highlight any items requiring immediate attention or approval
5. Note any risks that leadership must be aware of
6. End with clear, specific recommended next steps

**Do not:**
- Include methodology details unless critical to understanding the findings
- Use technical jargon without a plain-language explanation
- Bury the lead with background context

### Output Format

# Executive Summary: [Report Title]
**Period:** [Time period] | **Prepared for:** [Audience]

## Bottom Line
[One to two sentences capturing the single most important takeaway]

## Key Findings
1. **[Finding]:** [One sentence with supporting data]
2. **[Finding]:** [One sentence with supporting data]
3. **[Finding]:** [One sentence with supporting data]

## Items Requiring Attention
- **[Item]:** [Why it needs attention and by when]

## Financial Impact
[One paragraph on revenue, cost, or budget implications if applicable]

## Risks
- [Risk with likelihood and potential impact]

## Recommended Next Steps
1. [Specific action] - Owner: [Who] - By: [When]
2. [Specific action] - Owner: [Who] - By: [When]
3. [Specific action] - Owner: [Who] - By: [When]

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*Full report available upon request. Summary prepared [Date].*

### Variations
- **Financial reports:** Include a P&L snapshot, cash position, and variance analysis against budget.
- **Board reports:** Add a formal recommendation section with resolution wording if approval is needed.
- **Compliance reports:** Highlight any non-conformances, their risk rating, and remediation deadlines.
- **Quarterly business reviews:** Include a traffic light dashboard (Red/Amber/Green) for each KPI.

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**Complexity:** simple | **Setup time:** 3 minutes | **Tools:** Notion

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.