Glean Logomark Blue
Product
WORK AI PLATFORM
Platform Overview
Glean Assistant
Your personal AI assistant
Universal KnowledgeData AnalysisPrompt Library
Glean Agents
Build and manage AI agents
Agentic Reasoning EngineAgent BuilderAgent OrchestrationAgent Library
Glean Search
The foundation of enterprise AI
Hybrid SearchKnowledge GraphCustom Language Models
Connectors
Connect to all company data
Apps
Create custom generative AI apps
APIs
Build generative AI experiences
Data & AI Governance
Protect your company knowledge
Security
Secure by design from day one
GLEAN WHERE YOU WORK
Glean in SlackGlean in Microsoft TeamsGlean in ZoomGlean in Service CloudGlean in ServiceNowGlean in ZendeskGlean in GitHub
Sign in
Customers
Solutions
INDUSTRIES
RetailFinancial Services
Sign in
Webinar
AI in Action Accelerating GTM & Enablement
Glean | Reddit Logo Lockup
Watch webinar
Glean Webinar Thumbnail
Resources
Sign in
State of AI Report Thumbnail
Read the whitepaper
About
Sign in
Get a demo
Get a demo
Back to prompt library

Outline and simplify invesment summary

Share this prompt on your socials.

Twitter
Linkedin

Outline and simplify invesment summary

prompt

Generate an investment summary based on [[Report URL]]. Simplify the financial jargon and be sure to include information on key risks and performance metrics.

Copy to clipboard
Copied!
Already a Glean customer? Use this prompt now!
Jump into Glean Chat

Outline and simplify invesment summary

prompt description

Create an easy-to-understand summary of key risks and performance metrics from a report.

Suited for:

Finance

Category:

Create

Connectors:

Coda
Coda
Click to go to integration page
Dropbox
Dropbox
Click to go to integration page
Google Drive
Google Drive
Click to go to integration page
Notion
Notion
Click to go to integration page
OneDrive
OneDrive
Click to go to integration page

Have questions or want a demo?

We’re here to help! Click the button below and we’ll be in touch.

Get a Demo

Other related prompts

Align documents to new accounting standards

Search for documents that will be impacted by new accounting standards and recommend changes.

Finance
Search
Link to current prompt

Create meeting notes for financial standards

Define key points from the latest call on new financial reporting standards.

Finance
Summarize
Link to current prompt

Write a contract amendment email

Create email asking for details on specific changes in the latest contract amendment.

Finance
Create
Link to current prompt

Create presentation outline for scenario planning

Outline differences between two scenaries including comparing the financials, risks, and outcomes while providing a strategic recommendation.

Finance
Create
Link to current prompt