LLM
SmartBrief: LLM-Based Document Summarizer for Executive Reporting
SmartBrief is a generative AI assistant built to help CXOs and business leaders quickly absorb critical updates across business units. It automatically summarizes long internal reports, dashboards, and slide decks into executive-ready briefs. SmartBrief ensures updates are concise, prioritized, and tailored to leadership needs, driving faster and more informed decision-making.
US
HEALTH & FITNESS
4 people
1 month
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01.
Challenges
Automatically summarizes lengthy internal reports, slide decks, and dashboards into concise executive briefs.
Prioritizes key insights and action items relevant to C-level leadership needs and decision-making.
Supports ingestion of various file formats such as PDF, PPT, XLS, and DOC for broad compatibility.
Uses fine-tuned LLMs trained on internal communication tone and business lexicon for accurate summarization.
Delivers output in structured formats like bullet points, highlights, or executive summaries.
Allows scheduling of periodic brief generation for regular reporting cycles (weekly, monthly, etc.).
Integrates with internal tools such as SharePoint, Google Drive, and email to fetch and summarize documents.
Maintains versioning and access logs to ensure compliance, traceability, and governance.
02.
Solution
Summarized lengthy internal documents, reports, and presentations into concise executive briefs.
Tailored summaries to highlight key takeaways relevant to C-level leadership decision-making.
Enabled ingestion of multiple formats such as PDF, PPT, XLS, and DOC for maximum compatibility.
Used fine-tuned LLMs trained on internal communication tone and executive reporting standards.
Delivered summaries in structured formats like bullet points, timelines, or executive memos.
Integrated with document repositories like Google Drive, SharePoint, and internal wikis.
Scheduled automated summary delivery for weekly and monthly executive review cycles.
Included version control and access logs for governance, audit, and compliance tracking.
OUR INPUT
Prompt Engineering & Summary Structuring
Cross-Format Document Parsing
Custom Summary Style Tuning
Executive Persona-Based Output Control
Named Entity & KPI Highlighting
Knowledge Base Integration
Scheduled Summary Generation
Feedback Loop for Summary Accuracy
RESULT
We’re proud of making SmartBrief a trusted solution for leadership reporting and strategic visibility. Its LLM-powered summaries accelerate executive decision-making and promote alignment across departments and initiatives.
Our FeaturesApp Functionality
Executive-Focused Summarization
Domain-Tuned LLM Models
Multi-Document Synthesis
Fine-tuning models on company-specific sales conversations
Key Insight Extraction
Continuous Learning Loop
Integration-Ready APIs
Multilingual Summary Generation
Real-time learning loop with drift detection for metrics
What we offersHOW WE DID IT
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Technologies we Used
Creation Process
Stakeholder Interviews & Use Case Prioritization
- Conducted discovery sessions with executive stakeholders, compliance leads, and reporting teams to identify key use cases like board updates, MBRs, and financial disclosures.
- Collected and reviewed strategic plans, investor communications, audit memos, and policy documents; annotated and structured the corpus for summarization training.
- Built a summarization intent framework for executive-ready outputs, including KPIs, strategic insights, and action items; designed fallback flows for ambiguous or incomplete inputs.
Data Corpus Curation & Structuring
- Ingested and categorized executive-facing documents like earnings reports, policy briefings, and market analysis decks from internal repositories.
- Applied consistent metadata tagging (e.g., time periods, departments, disclosure level) to ensure clean structuring and retrieval readiness.
- Normalized formatting and document types for consistency in parsing and LLM pre-processing workflows.
Intent Framework & Dialogue Flow Design
- Defined core summary types: financial KPIs, risk flags, leadership decisions, and forward-looking statements.
- Mapped intents to content signals (e.g., metric tables, bullet summaries, executive quotes) using template-based patterning.
- Developed logic for drill-downs, nested summaries, and context-aware continuation prompts.
Secure Retrieval-Augmented Generation Setup
- Connected to enterprise repositories (e.g., Confluence, SharePoint, GDrive) via secure connectors with granular access control.
- Implemented retrieval-augmented generation pipelines to inject live source data into summary prompts.
- Enabled version tracking and audit logging for each document referenced in the generated summaries.
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