The results of the playbook review can be automatically summarised in various forms. To generate a review summary:
1. Open the Summary settings menu.
2. Choose what types of summaries you want to generate. The precise format and wording will vary, depending on whether the summary will be used in an e-mail or Word document, and on whether it is to be used internally or sent to the counterparty.
3. Choose whether the summary texts will be shown in the add-in panel (you will be able to easily copy and paste them into an e-mail or document), or whether to download them as Word documents.
4. Use the Scope limit, Verbosity and Explanatory rationale dropdown menus to tailor the general rules for the summaries.
5. Optionally, adjust the instructions in the Review-summary AI prompt field. These constitute the general guidelines for the summaries.
6. Optionally, if you have selected multiple summary types, provide additional instructions to the AI using the Custom instructions per type fields.
7. Click Summarise.
8. If the selected output format is Display in panel, open the Generated summary menu to find your summaries. Click a summary’s Copy button to copy its full text, then paste it into your e-mail or document of choice.
Note: you can generate new summaries by changing the settings and clicking Summarise again. Be aware that any previously generated summary displayed in the add-in’s panel will be lost!
