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Documents & Data.

Turn 30-page reports into 30-second summaries. Analyze spreadsheets without a single formula. This is where Claude becomes your superpower.

After this lesson you'll be able to

  • Summarize any document in seconds using 4 different styles
  • Analyze data without Excel formulas or pivot tables
  • Turn rough notes into polished, professional reports
  • Work with uploaded files effectively (PDFs, images, spreadsheets)

Summarize anything in seconds.

You have a 20-page report and 5 minutes before a meeting. Instead of skimming and praying, paste the document into Claude and ask for exactly the summary you need. The secret: different situations need different summary styles.

Here are all four as ready-to-paste prompts — bookmark these:

Prompt — Executive Summary
Summarize this as a 3-paragraph executive summary.
Lead with the bottom line, then key findings, then
what needs attention. Audience: [CEO / board / VP].

[Paste document here]
Prompt — Action Items Extractor
Extract all action items, decisions, and next steps
from this document. Format as a checklist with owners
and deadlines where mentioned.

[Paste document here]
Prompt — Data Analyst
Here is my data:

[Paste spreadsheet data, CSV, or numbers here]

What are the key trends? What should I worry about?
Give me your top 3 recommendations ranked by impact.

Analyze data without a single formula.

You don't need to know VLOOKUP, pivot tables, or Python. Paste your data into Claude and ask questions in plain English. Claude finds the story in your numbers.

Turn rough notes into polished reports.

Your meeting notes are chaos. Bullet fragments, half-sentences, random thoughts. Claude transforms them into professional documents in seconds. The trick is telling Claude the audience and format.

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