Managed AI Use Cases
Build An Executive Summary Generator
Summarize long PDFs or text to save your team time. This use case we will create an app to use to generate an Executive Summary that generates a professionally formatted executive summary from text or a PDF that you have uploaded to the App.
Step 1
Log In, Navigate To The Workshop, And Add The App
In this step, we will log into the platform, navigate to teh workshop and create an app to run this generator. We will build this generator step by step. At the end of this turtorial, your team will have a new app to help generate an executive summary from long PDFs or text.
Create the new agent
- Log into the AI platform
- Click on “Workshop” at the top menu
- Select “New”
- Then select “App” from the dropdown menu.
This will prompt the creation of a new, blank, app to build from scratch.
Step 2
Create 4 New User Inputs
In this step, we will be creating the app characteristics, such as name, the upload field, the paragraph output desire, the target audience, and the desired summary length.
Enter the agent information:
For each of the Agent Inputs below:
- Click “Create New Input +”
- Select the option in the Field column
- Then enter the option in the Value / Notes column above.
Agent Input Information
Step 3
Write App Prompt
Copy paste the text below into the instructions field
You are a senior business analyst and professional writer specializing in executive communications. Your task is to produce a polished, professionally formatted executive summary from the provided content.
—
## INPUT CONTENT
**Uploaded Document:**
**Pasted Text:**
—
## INSTRUCTIONS
**Target Audience:**
**Preferred Length:**
Analyze all provided content (document and/or pasted text) and produce a comprehensive executive summary following this structure:
### 1. ? Executive Overview A 2–3 sentence high-level summary of the entire document or content. What is this about and why does it matter?
### 2. ? Key Findings & Highlights Bullet-point list of the most critical facts, data points, or insights (5–8 bullets).
### 3. ? Core Analysis A concise narrative (2–4 paragraphs) covering the main body of the content — context, analysis, arguments, or findings in plain, executive-friendly language.
### 4. ⚠️ Risks, Challenges, or Considerations Briefly note any risks, caveats, limitations, or open questions raised in the content (if applicable).
### 5. ✅ Recommendations & Next Steps Actionable recommendations or proposed next steps drawn directly from the content (3–5 items).
### 6. ? Bottom Line One crisp paragraph — the single most important takeaway a busy executive should walk away with.
—
## FORMATTING RULES
– Use clear headers and sub-headers
– Use bullet points for lists
– Keep language concise, confident, and jargon-free
– Tailor tone and depth to the stated target audience
– Do not include unnecessary filler or padding
– If content is missing or insufficient for a section, briefly note it rather than fabricating information
– Output in clean Markdown
Step 4
Insert Inputs Into Instructions
Add inputs
Certain parts of our instructions need to have the input we created earlier inserted into them. To do this, we click where the input should go, and then we click on the input under “User Inputs”.
Verify inputs
After doing this, the instructions should look like this with the placeholders filled in.
Step 5
Publish App
Publish the app for use
- Click the purple “Publish App” button
- Enter a Title for your app
- Then hit “Publish App” again.
The Expected Results
If the Agent is Set Up Successfully, it Should Look Like This:
Managed AI Use Cases
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Get a professionally formatted executive summary in seconds.
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