Document & Conversation Summarization Skill
This skill provides comprehensive summarization capabilities for long documents, conversation logs, transcripts, and other text content. It combines intelligent retrieval with advanced summarization techniques to produce clear, actionable summaries.
When to Use This Skill
Use this skill when:
- User requests a summary of a long document or file
- User wants to condense conversation logs or chat transcripts
- User needs to extract key points from meeting notes or recordings
- User asks to "summarize", "condense", "give me the highlights", or "what's the TLDR"
- Content is too long to read in full and needs to be distilled
- User wants to understand the main themes or topics in a large body of text
Skill Capabilities
- Multi-source Retrieval: Reads from files, directories, conversation history, or pasted text
- Format Flexibility: Outputs in bullets, paragraphs, executive summary, or custom formats
- Detail Control: Supports brief, standard, and detailed summary levels
- Smart Extraction: Identifies key themes, action items, decisions, and critical information
- Context Awareness: Understands code, technical docs, conversations, and general content
Summarization Workflow
Follow this systematic workflow when the user requests a summary:
Step 1: Identify the Source
Determine what needs to be summarized:
- File/Document: Use Read tool to load the content
- Multiple Files: Use Glob to find files, then Read each
- Directory: Use Glob with pattern matching, then batch read
- Conversation History: Reference the current conversation transcript
- Pasted Content: Work with text provided directly by the user
- Web Content: Use WebFetch if a URL is provided
Actions:
- Ask clarifying questions if the source is ambiguous
- Confirm the scope (single file vs. multiple files vs. entire directory)
Step 2: Analyze Content Type
Identify what type of content you're summarizing:
- Technical Documentation: Focus on concepts, APIs, usage patterns
- Code Files: Explain purpose, key functions, architecture
- Conversation Logs: Extract topics, decisions, action items
- Meeting Transcripts: Identify attendees, agenda items, outcomes
- Research Papers: Highlight methodology, findings, conclusions
- General Text: Main themes, arguments, key points
Actions:
- Scan the content structure
- Note the length and complexity
- Identify special elements (code blocks, data tables, timestamps, etc.)
Step 3: Determine Output Format
Ask the user or infer their preferred format:
Available Formats:
Bullet Points (Default for most use cases)
## Summary
- Key point 1
- Key point 2
- Key point 3
## Details
- Supporting detail A
- Supporting detail B
Paragraph Format (For narrative summaries)
## Summary
This document discusses... The main themes include...
## Key Insights
The analysis reveals that...
Executive Summary (For business/formal contexts)
## Executive Summary
**Purpose**: [What is this about]
**Key Findings**: [Main discoveries/points]
**Recommendations**: [Action items if applicable]
**Conclusion**: [Final takeaway]
Hierarchical (For complex multi-topic content)
## Summary
### Topic 1: [Name]
- Point A
- Point B
### Topic 2: [Name]
- Point C
- Point D
Custom Format (User-specified structure)
- Follow user's specific requirements
Actions:
- If user doesn't specify, use bullet points for short content, executive summary for long content
- Match the format to the content type (e.g., hierarchical for multi-section docs)
Step 4: Set Detail Level
Determine how detailed the summary should be:
Detail Levels:
Brief (TLDR - 2-5 sentences or bullets)
- Only the absolute essentials
- One-line overview + top 3-5 points
- Best for: Quick scans, very long content
Standard (Default - 1-2 paragraphs or 5-10 bullets)
- Main themes and key points
- Enough detail to understand the content
- Best for: Most use cases
Detailed (Comprehensive - Multiple sections)
- All major topics covered
- Supporting details included
- Maintains nuance and context
- Best for: Complex technical docs, important decisions
Custom (User-defined)
- Specific word/line/bullet count
- Focus on particular sections
- Special requirements
Actions:
- Default to "Standard" unless specified
- For content over 10,000 lines, suggest "Brief" first
- Offer to expand if user wants more detail
Step 5: Extract and Organize Information
Process the content systematically:
Extraction Strategy:
Read/Scan: Load all content into context
Identify Structure: Note headings, sections, timestamps, speakers
Extract Key Elements:
- Main topics/themes
- Important decisions or conclusions
- Action items or next steps
- Critical data points or statistics
- Names, dates, and key events
- Questions or open issues
Categorize: Group related information together
Prioritize: Rank by importance and relevance
Special Handling:
- Code: Explain what it does, not line-by-line details
- Conversations: Track who said what, decisions made, action items
- Technical Docs: Focus on "what" and "how to use", less on implementation
- Data: Highlight trends, outliers, key statistics
Step 6: Generate the Summary
Craft the summary following these principles:
Quality Guidelines:
- Clarity: Use simple, direct language
- Accuracy: Don't add information not in the source
- Completeness: Cover all major points
- Conciseness: Remove redundancy and filler
- Actionability: Highlight decisions and next steps
- Context: Maintain enough background for understanding
Structure Template (Standard Format):
## Summary of [Document/Conversation Name]
**Source**: [File path or description]
**Length**: [Original size] → [Summary size]
**Type**: [Document type]
### Overview
[2-3 sentence high-level summary]
### Key Points
- [Most important point]
- [Second most important point]
- [Additional key points...]
### [Additional Sections as Needed]
- Action Items (if applicable)
- Decisions Made (for meetings/conversations)
- Technical Details (for code/docs)
- Recommendations (for analysis)
- Open Questions (if any)
### Conclusion
[Final takeaway or next steps]
Step 7: Present and Iterate
Deliver the summary to the user:
Presentation:
- Use clear markdown formatting
- Add source references if summarizing multiple files
- Include line numbers or timestamps for important points (e.g., "Decision made at line 234")
- Provide context for technical terms
Follow-up Options:
- "Would you like me to expand on any particular section?"
- "I can provide a more detailed summary if needed"
- "Should I focus on a specific aspect of this content?"
- "Would you like summaries of the individual sections?"
Actions:
- Present the complete summary
- Offer to adjust detail level or format
- Be ready to drill down into specific sections
Example Workflows
Example 1: Summarizing a Single Document
User: "Summarize the README.md file"
Assistant Actions:
1. Read /path/to/README.md
2. Identify it's technical documentation
3. Use bullet point format (good for docs)
4. Extract: purpose, installation, usage, features
5. Generate standard-level summary
6. Present with clear sections
Example 2: Summarizing a Conversation Log
User: "Can you summarize our last conversation about the API design?"
Assistant Actions:
1. Reference conversation history
2. Identify it's a technical discussion
3. Use executive summary format
4. Extract: decisions, alternatives discussed, action items
5. Generate detailed summary
6. Include timestamps or message references
Example 3: Summarizing Multiple Files
User: "Summarize all Python files in the src/ directory"
Assistant Actions:
1. Glob: "src/**/*.py"
2. Read each file
3. Identify they're code files
4. Use hierarchical format (one section per file)
5. For each file: purpose, key functions, dependencies
6. Generate standard-level summary
7. Present with file paths for navigation
Example 4: Custom Format Request
User: "Give me a 3-bullet TLDR of the meeting transcript"
Assistant Actions:
1. Read the transcript file
2. Identify format: brief (TLDR)
3. Extract only the 3 most critical points
4. Present as simple bullet list
5. Offer to expand if needed
Advanced Features
Multi-file Summarization
When summarizing multiple files:
- Process each file individually
- Identify common themes across files
- Create a high-level overview
- Provide per-file details in sub-sections
- Cross-reference related content
Conversation Log Analysis
For chat/meeting transcripts:
- Identify speakers/participants
- Track topic transitions
- Extract decisions with who decided
- List action items with owners
- Note unresolved questions
- Include timestamps for key moments
Code Summarization
For source code:
- Explain the file's purpose
- List main functions/classes and what they do
- Note dependencies and imports
- Highlight complex or critical sections
- Identify potential issues or TODOs
- Explain the architecture pattern
Incremental Summarization
For very large content (>50,000 lines):
- Split into logical chunks
- Summarize each chunk
- Synthesize chunk summaries into final summary
- Maintain coherence across chunks
Best Practices
- Always Read First: Don't summarize without reading the actual content
- Preserve Accuracy: Don't invent details not in the source
- Maintain Context: Include enough background for the summary to make sense
- Be Objective: Don't add opinions unless the source includes them
- Highlight Actionable Items: Decisions, next steps, and action items are critical
- Use Source References: Link back to specific locations when possible
- Match User's Needs: Brief for quick overview, detailed for deep understanding
- Offer Options: Let users request more or less detail
- Format for Readability: Use markdown, headings, and lists effectively
- Note Limitations: If content is truncated or incomplete, mention it
Common User Requests and Responses
| User Says |
Your Action |
| "Summarize this file" |
Read → Standard bullet summary |
| "Give me the TLDR" |
Brief summary (2-5 points) |
| "What's this document about?" |
Overview paragraph + key points |
| "Summarize our conversation" |
Review history → Extract main topics and decisions |
| "Condense this into bullets" |
Bullet point format, standard detail |
| "I need an executive summary" |
Executive summary format, detailed level |
| "Just the highlights" |
Brief format, top 3-5 points only |
| "Detailed summary please" |
Detailed level with all major points |
| "Summarize all files in X" |
Multi-file hierarchical summary |
Error Handling
- File not found: Ask user to confirm the path or provide the content
- Very large files: Warn about processing time, offer to summarize in chunks
- Binary/non-text files: Explain you can only summarize text content
- Ambiguous request: Ask clarifying questions about source and format
- Empty or minimal content: Note the content is too brief to summarize meaningfully
Output Quality Checklist
Before presenting your summary, verify:
Quick Reference
Default Behavior:
- Format: Bullet points
- Detail: Standard (5-10 main points)
- Structure: Overview + Key Points + Conclusion
Remember: The goal is to save the user time while preserving the essential information and context they need to understand the content.
1---2name: summarization3description: Condenses long documents, conversation logs, or transcripts into concise summaries. Supports retrieval from memory/files, multiple output formats (bullet points, paragraphs, executive summary), and customizable detail levels. Use when the user needs to quickly understand large amounts of text content.4---56# Document & Conversation Summarization Skill78This skill provides comprehensive summarization capabilities for long documents, conversation logs, transcripts, and other text content. It combines intelligent retrieval with advanced summarization techniques to produce clear, actionable summaries.910## When to Use This Skill1112Use this skill when:13- User requests a summary of a long document or file14- User wants to condense conversation logs or chat transcripts15- User needs to extract key points from meeting notes or recordings16- User asks to "summarize", "condense", "give me the highlights", or "what's the TLDR"17- Content is too long to read in full and needs to be distilled18- User wants to understand the main themes or topics in a large body of text1920## Skill Capabilities21221. **Multi-source Retrieval**: Reads from files, directories, conversation history, or pasted text232. **Format Flexibility**: Outputs in bullets, paragraphs, executive summary, or custom formats243. **Detail Control**: Supports brief, standard, and detailed summary levels254. **Smart Extraction**: Identifies key themes, action items, decisions, and critical information265. **Context Awareness**: Understands code, technical docs, conversations, and general content2728## Summarization Workflow2930Follow this systematic workflow when the user requests a summary:3132### Step 1: Identify the Source33Determine what needs to be summarized:34- **File/Document**: Use Read tool to load the content35- **Multiple Files**: Use Glob to find files, then Read each36- **Directory**: Use Glob with pattern matching, then batch read37- **Conversation History**: Reference the current conversation transcript38- **Pasted Content**: Work with text provided directly by the user39- **Web Content**: Use WebFetch if a URL is provided4041**Actions**:42- Ask clarifying questions if the source is ambiguous43- Confirm the scope (single file vs. multiple files vs. entire directory)4445### Step 2: Analyze Content Type46Identify what type of content you're summarizing:47- **Technical Documentation**: Focus on concepts, APIs, usage patterns48- **Code Files**: Explain purpose, key functions, architecture49- **Conversation Logs**: Extract topics, decisions, action items50- **Meeting Transcripts**: Identify attendees, agenda items, outcomes51- **Research Papers**: Highlight methodology, findings, conclusions52- **General Text**: Main themes, arguments, key points5354**Actions**:55- Scan the content structure56- Note the length and complexity57- Identify special elements (code blocks, data tables, timestamps, etc.)5859### Step 3: Determine Output Format60Ask the user or infer their preferred format:6162**Available Formats**:63641. **Bullet Points** (Default for most use cases)65 ```markdown66 ## Summary67 - Key point 168 - Key point 269 - Key point 37071 ## Details72 - Supporting detail A73 - Supporting detail B74 ```75762. **Paragraph Format** (For narrative summaries)77 ```markdown78 ## Summary79 This document discusses... The main themes include...8081 ## Key Insights82 The analysis reveals that...83 ```84853. **Executive Summary** (For business/formal contexts)86 ```markdown87 ## Executive Summary88 **Purpose**: [What is this about]89 **Key Findings**: [Main discoveries/points]90 **Recommendations**: [Action items if applicable]91 **Conclusion**: [Final takeaway]92 ```93944. **Hierarchical** (For complex multi-topic content)95 ```markdown96 ## Summary9798 ### Topic 1: [Name]99 - Point A100 - Point B101102 ### Topic 2: [Name]103 - Point C104 - Point D105 ```1061075. **Custom Format** (User-specified structure)108 - Follow user's specific requirements109110**Actions**:111- If user doesn't specify, use bullet points for short content, executive summary for long content112- Match the format to the content type (e.g., hierarchical for multi-section docs)113114### Step 4: Set Detail Level115Determine how detailed the summary should be:116117**Detail Levels**:1181191. **Brief** (TLDR - 2-5 sentences or bullets)120 - Only the absolute essentials121 - One-line overview + top 3-5 points122 - Best for: Quick scans, very long content1231242. **Standard** (Default - 1-2 paragraphs or 5-10 bullets)125 - Main themes and key points126 - Enough detail to understand the content127 - Best for: Most use cases1281293. **Detailed** (Comprehensive - Multiple sections)130 - All major topics covered131 - Supporting details included132 - Maintains nuance and context133 - Best for: Complex technical docs, important decisions1341354. **Custom** (User-defined)136 - Specific word/line/bullet count137 - Focus on particular sections138 - Special requirements139140**Actions**:141- Default to "Standard" unless specified142- For content over 10,000 lines, suggest "Brief" first143- Offer to expand if user wants more detail144145### Step 5: Extract and Organize Information146Process the content systematically:147148**Extraction Strategy**:1491501. **Read/Scan**: Load all content into context1512. **Identify Structure**: Note headings, sections, timestamps, speakers1523. **Extract Key Elements**:153 - Main topics/themes154 - Important decisions or conclusions155 - Action items or next steps156 - Critical data points or statistics157 - Names, dates, and key events158 - Questions or open issues1591604. **Categorize**: Group related information together1615. **Prioritize**: Rank by importance and relevance162163**Special Handling**:164165- **Code**: Explain what it does, not line-by-line details166- **Conversations**: Track who said what, decisions made, action items167- **Technical Docs**: Focus on "what" and "how to use", less on implementation168- **Data**: Highlight trends, outliers, key statistics169170### Step 6: Generate the Summary171Craft the summary following these principles:172173**Quality Guidelines**:1741751. **Clarity**: Use simple, direct language1762. **Accuracy**: Don't add information not in the source1773. **Completeness**: Cover all major points1784. **Conciseness**: Remove redundancy and filler1795. **Actionability**: Highlight decisions and next steps1806. **Context**: Maintain enough background for understanding181182**Structure Template** (Standard Format):183184```markdown185## Summary of [Document/Conversation Name]186187**Source**: [File path or description]188**Length**: [Original size] → [Summary size]189**Type**: [Document type]190191### Overview192[2-3 sentence high-level summary]193194### Key Points195- [Most important point]196- [Second most important point]197- [Additional key points...]198199### [Additional Sections as Needed]200- Action Items (if applicable)201- Decisions Made (for meetings/conversations)202- Technical Details (for code/docs)203- Recommendations (for analysis)204- Open Questions (if any)205206### Conclusion207[Final takeaway or next steps]208```209210### Step 7: Present and Iterate211Deliver the summary to the user:212213**Presentation**:214- Use clear markdown formatting215- Add source references if summarizing multiple files216- Include line numbers or timestamps for important points (e.g., "Decision made at line 234")217- Provide context for technical terms218219**Follow-up Options**:220- "Would you like me to expand on any particular section?"221- "I can provide a more detailed summary if needed"222- "Should I focus on a specific aspect of this content?"223- "Would you like summaries of the individual sections?"224225**Actions**:226- Present the complete summary227- Offer to adjust detail level or format228- Be ready to drill down into specific sections229230## Example Workflows231232### Example 1: Summarizing a Single Document233234```235User: "Summarize the README.md file"236237Assistant Actions:2381. Read /path/to/README.md2392. Identify it's technical documentation2403. Use bullet point format (good for docs)2414. Extract: purpose, installation, usage, features2425. Generate standard-level summary2436. Present with clear sections244```245246### Example 2: Summarizing a Conversation Log247248```249User: "Can you summarize our last conversation about the API design?"250251Assistant Actions:2521. Reference conversation history2532. Identify it's a technical discussion2543. Use executive summary format2554. Extract: decisions, alternatives discussed, action items2565. Generate detailed summary2576. Include timestamps or message references258```259260### Example 3: Summarizing Multiple Files261262```263User: "Summarize all Python files in the src/ directory"264265Assistant Actions:2661. Glob: "src/**/*.py"2672. Read each file2683. Identify they're code files2694. Use hierarchical format (one section per file)2705. For each file: purpose, key functions, dependencies2716. Generate standard-level summary2727. Present with file paths for navigation273```274275### Example 4: Custom Format Request276277```278User: "Give me a 3-bullet TLDR of the meeting transcript"279280Assistant Actions:2811. Read the transcript file2822. Identify format: brief (TLDR)2833. Extract only the 3 most critical points2844. Present as simple bullet list2855. Offer to expand if needed286```287288## Advanced Features289290### Multi-file Summarization291When summarizing multiple files:2921. Process each file individually2932. Identify common themes across files2943. Create a high-level overview2954. Provide per-file details in sub-sections2965. Cross-reference related content297298### Conversation Log Analysis299For chat/meeting transcripts:3001. Identify speakers/participants3012. Track topic transitions3023. Extract decisions with who decided3034. List action items with owners3045. Note unresolved questions3056. Include timestamps for key moments306307### Code Summarization308For source code:3091. Explain the file's purpose3102. List main functions/classes and what they do3113. Note dependencies and imports3124. Highlight complex or critical sections3135. Identify potential issues or TODOs3146. Explain the architecture pattern315316### Incremental Summarization317For very large content (>50,000 lines):3181. Split into logical chunks3192. Summarize each chunk3203. Synthesize chunk summaries into final summary3214. Maintain coherence across chunks322323## Best Practices3243251. **Always Read First**: Don't summarize without reading the actual content3262. **Preserve Accuracy**: Don't invent details not in the source3273. **Maintain Context**: Include enough background for the summary to make sense3284. **Be Objective**: Don't add opinions unless the source includes them3295. **Highlight Actionable Items**: Decisions, next steps, and action items are critical3306. **Use Source References**: Link back to specific locations when possible3317. **Match User's Needs**: Brief for quick overview, detailed for deep understanding3328. **Offer Options**: Let users request more or less detail3339. **Format for Readability**: Use markdown, headings, and lists effectively33410. **Note Limitations**: If content is truncated or incomplete, mention it335336## Common User Requests and Responses337338| User Says | Your Action |339|-----------|-------------|340| "Summarize this file" | Read → Standard bullet summary |341| "Give me the TLDR" | Brief summary (2-5 points) |342| "What's this document about?" | Overview paragraph + key points |343| "Summarize our conversation" | Review history → Extract main topics and decisions |344| "Condense this into bullets" | Bullet point format, standard detail |345| "I need an executive summary" | Executive summary format, detailed level |346| "Just the highlights" | Brief format, top 3-5 points only |347| "Detailed summary please" | Detailed level with all major points |348| "Summarize all files in X" | Multi-file hierarchical summary |349350## Error Handling351352- **File not found**: Ask user to confirm the path or provide the content353- **Very large files**: Warn about processing time, offer to summarize in chunks354- **Binary/non-text files**: Explain you can only summarize text content355- **Ambiguous request**: Ask clarifying questions about source and format356- **Empty or minimal content**: Note the content is too brief to summarize meaningfully357358## Output Quality Checklist359360Before presenting your summary, verify:361- [ ] Covers all major topics from the source362- [ ] Accurate (no invented information)363- [ ] Appropriate length for the detail level364- [ ] Clear and easy to understand365- [ ] Properly formatted in markdown366- [ ] Includes source reference367- [ ] Actionable items highlighted (if any)368- [ ] Offers next steps or expansion options369370---371372## Quick Reference373374**Default Behavior**:375- Format: Bullet points376- Detail: Standard (5-10 main points)377- Structure: Overview + Key Points + Conclusion378379**Remember**: The goal is to save the user time while preserving the essential information and context they need to understand the content.