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How to Use AI to Summarise a Word Document

Reading a long document from start to finish takes time most people don’t have. Whether it’s a board report, a legal agreement or a research paper, AI can read it for you and pull out the parts that matter — in seconds. There are two practical ways to do this: using Microsoft Copilot if you have a Microsoft 365 subscription, or using ChatGPT if you want a free option that works with any document. This guide walks through both approaches and shows you how to get a summary that’s actually useful.

Option 1: Summarise a Word Document Using Microsoft Copilot

If you have a Microsoft 365 Personal, Family or Business subscription, Copilot is built directly into Word. You don’t need to copy and paste anything — Copilot can read the document you already have open.

How to Open the Copilot Pane in Word

  1. Open your Word document as normal.
  2. Click the Home tab in the ribbon.
  3. Click the Copilot button on the right side of the ribbon. The Copilot pane will open on the right-hand side of the screen.
  4. If you don’t see the Copilot button, make sure your Microsoft 365 apps are up to date. Copilot requires a paid Copilot licence in addition to Microsoft 365 — it is not included in the base subscription for all plans.

Asking Copilot to Summarise the Document

Once the pane is open, type a plain English question. Try:

  • “Summarise this document” — gives you a general overview in a few paragraphs.
  • “Give me the key points as a bullet list” — useful for meeting notes or reports.
  • “Write a one-paragraph executive summary” — ideal for forwarding to someone who needs a quick briefing.
  • “What are the action items in this document?” — good for minutes or project briefs.
  • “Summarise section 3 only” — if you only need part of the document.

Copilot reads the full document automatically, so you don’t need to select text first. You can copy the output from the pane, paste it into an email, a new document, or wherever you need it.

Option 2: Summarise a Word Document Using ChatGPT (Free)

ChatGPT doesn’t connect to your files directly, but you can paste text from your Word document into the chat. This works well for most documents and costs nothing if you use the free version at chat.openai.com.

Step-by-Step: Copy-Paste Method

  1. Open your Word document.
  2. Press Ctrl + A to select all the text, then Ctrl + C to copy it.
  3. Go to chat.openai.com and start a new chat.
  4. In the message box, type your instruction first, then paste the text below it. For example:

“Please summarise the following document in plain English. Focus on the key points and main conclusions:

[paste your document text here]”

ChatGPT will return a summary within a few seconds. You can then ask follow-up questions in the same conversation, such as “Now give me just the action items” or “Can you make that shorter?”

How to Get a Better Summary

The quality of a summary depends heavily on how you ask. Vague prompts produce vague results. These specific instructions consistently produce more useful output:

Specify the Length

If you need a brief overview, say so: “Summarise this in no more than 100 words.” If you need more detail, ask for it: “Give me a detailed summary of around 300 words.”

Ask for Bullet Points

For reports, proposals or meeting notes, bullet points are easier to scan than a block of text: “List the five most important points from this document.”

Request an Executive Summary

If the summary is going to a manager or a client who needs a quick briefing, ask specifically: “Write a one-paragraph executive summary suitable for a senior manager who hasn’t read the document.”

Ask for Action Items Only

For meeting minutes or project documents, pull out only what needs to happen: “List all action items, deadlines and responsible parties mentioned in this document.”

Ask for a Summary by Section

For long, structured documents: “Summarise each section separately with a heading for each one.” This is particularly useful for contracts, policies or technical reports.

Summarising Very Long Documents

ChatGPT has a context limit — there’s a maximum amount of text it can process in a single conversation. For most documents this isn’t a problem, but if you’re working with a very long report, a full contract or a lengthy research paper, you may run into that limit.

How to Handle Long Documents

  • Split into sections: Copy one section at a time and ask ChatGPT to summarise each one. Then paste all the summaries together and ask for a final overall summary.
  • Use Claude.ai: Anthropic’s Claude (available free at claude.ai) handles significantly longer text than ChatGPT’s free tier. It’s a good choice for long legal documents, annual reports or academic papers where you need the entire document processed in one go.
  • Use Copilot in Word: Because Copilot reads the document directly from Word rather than via copy-paste, it handles long documents more reliably than the paste method.

Use Cases: When AI Summaries Are Most Useful

Board Reports and Business Documents

Board packs and management reports are often 20 to 50 pages long. Asking AI for a one-page executive summary saves hours of reading and helps you identify the key decisions that need to be made before a meeting.

Contracts, terms and conditions, and lease agreements are written in dense legal language. AI can translate these into plain English and highlight the most important clauses. Always review the original yourself for anything you’re signing, but AI gives you a fast starting point.

Research Papers

Academic papers often have long abstracts, methodology sections and appendices. Ask AI to summarise the findings and conclusions only, which gets you the useful information without working through the technical detail.

Meeting Notes and Minutes

If someone sends you four pages of meeting notes and you need the action items, paste the notes and ask: “List every action item with the person responsible and any deadline mentioned.” You’ll have a clean task list in under a minute.

A Note on Accuracy

AI summaries are generally accurate, but they can occasionally miss nuance or misrepresent specific details — particularly with technical documents, legal language or complex financial data. Always treat an AI summary as a starting point for reading, not a replacement for reading. For documents where accuracy is critical, check the original source before acting on anything the summary says.

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