Prepare a safe, focused source set
Before sharing documents, identify which sections answer the question and whether names, account numbers, credentials, or customer details can be removed. A summary task rarely needs a full record if a redacted excerpt preserves the relevant facts. Keep the source's meaning and context intact when removing values.
Explain the audience and purpose of the summary. A leadership brief, a customer explanation, and an internal incident note require different emphasis. Ask the agent to distinguish statements made by the source from its own interpretation and to identify passages that are unclear or contradictory.
Review sensitive details and attribution
Ask the agent to cite or identify the source passages behind important conclusions. Check that quotations are accurate and that sensitive information has not been reintroduced from another part of the material. A summary can still expose a secret even when the original file was shared privately.
Review the final version for identifying details, unsupported inferences, and context that could change the meaning. Use an approved storage or sharing channel for the result, and remove temporary copies according to your normal retention practices. Do not assume that asking for a summary automatically anonymizes source material.