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6 min reading · Practice at your pace

How to summarize a PDF with AI and check the answer

Turn a readable quote into a summary, check its rows and totals, and ask for a useful follow-up. Then try the same approach with your own file.

The workshop quote keeps its USD 370 base subtotal and optional USD 25 printing separate. The phone question checks page 2 for the unspecified tax and delivery terms.
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Known source figures — workshop quote

The workshop quote keeps its USD 370 base subtotal and optional USD 25 printing separate. The phone question checks page 2 for the unspecified tax and delivery terms.

Start with facts you can verify

Turn a quote into a clear summary, compare the options and ask for a purchasing note. Follow the source and answer side by side, then try the same approach with your own PDF.

Workshop quote: source figures

Workshop quote: source figures
Item
Details
Page 1: notebooks24 × USD 5 = USD 120
Page 1: marker packs10 × USD 8 = USD 80
Page 1: folders20 × USD 3 = USD 60
Page 1: room hire1 × USD 110 = USD 110
Page 1: base subtotalUSD 370
Page 2: optional printingUSD 25; total with printing USD 395
Missing informationTax rate and delivery terms are not specified.

Attach your file in Chat

Open Chat, attach a readable file and wait for processing. Confirm that it is included before asking your question. Keep the original open for comparison.

Ask one focused question

The first request asks for an itemized table, page references and totals with and without optional printing. Read Arya’s actual summary below; the request and original response are available underneath.

Arya’s summary

Arya’s summary
Item
Quantity
Unit price (USD)
Line total (USD)
Page
Notebooks245.00120.001
Marker packs108.0080.001
Folders203.0060.001
Room hire1110.00110.001
Optional printing package125.0025.002
  • Recalculated Subtotal (items only): USD 370.00
  • Total without optional printing: USD 370.00
  • Total with optional printing: USD 395.00
  • Tax: Not specified.
  • Delivery: Not specified.
Read the summary request and response
Actual summary instruction
Text
Use only the attached workshop-quote.pdf. Summarize the quote as a table with item, quantity, unit price and line total. Cite the PDF page number for each row. Recalculate the subtotal, then give totals with and without optional printing. State whether tax and delivery are specified; do not invent missing amounts. This is a made-up document for a product walkthrough.

Actual summary response
Text
| Item | Quantity | Unit price (USD) | Line total (USD) | Page |
| --- | --- | --- | --- | --- |
| Notebooks | 24 | 5.00 | 120.00 | 1 |
| Marker packs | 10 | 8.00 | 80.00 | 1 |
| Folders | 20 | 3.00 | 60.00 | 1 |
| Room hire | 1 | 110.00 | 110.00 | 1 |
| Optional printing package | 1 | 25.00 | 25.00 | 2 |

- **Recalculated Subtotal (items only):** USD 370.00
- **Total without optional printing:** USD 370.00
- **Total with optional printing:** USD 395.00
- **Tax:** Not specified.
- **Delivery:** Not specified.

Check the answer against the source

Read each claimed fact in the original. The page 1 amounts are 120 + 80 + 60 + 110 = 370. Page 2 adds optional printing: 370 + 25 = 395. Tax and delivery terms remain unspecified. Check that a response keeps optional and base costs separate.

Revise the output for your next decision

The follow-up asks for a short purchasing note with printing excluded. Compare its four bullets and questions with the source: the base total stays USD 370, while tax and delivery remain unspecified.

  • Workshop supplies and room hire subtotal is USD 370.00 for 24 notebooks, 10 marker packs, 20 folders, and 1 room hire (Page 1).
  • Optional printed handouts are excluded from this baseline total (Page 2).
  • Tax rates are not specified in the document.
  • Delivery terms are not specified in the document.

Questions to confirm

  • What are the applicable tax rates?
  • What are the delivery terms and shipping costs?
Read the exact follow-up and response
Actual follow-up instruction
Text
Revise this into a concise purchasing note with four bullet points and a short questions-to-confirm list. Exclude optional printing, keep the total USD 370, cite the relevant PDF pages, and explicitly state that tax and delivery remain unspecified. Do not fill in missing terms.

Actual revised answer
Text
- Workshop supplies and room hire subtotal is USD 370.00 for 24 notebooks, 10 marker packs, 20 folders, and 1 room hire (Page 1).
- Optional printed handouts are excluded from this baseline total (Page 2).
- Tax rates are not specified in the document.
- Delivery terms are not specified in the document.

**Questions to confirm:**
- What are the applicable tax rates?
- What are the delivery terms and shipping costs?

Gab AI Arya purchasing note for a workshop quote: USD 370, printing excluded, tax and delivery unspecified.
The actual Mac Chat revision
Enlarge image

The actual Mac Chat revision

Gab AI Arya purchasing note for a workshop quote: USD 370, printing excluded, tax and delivery unspecified.

    Arya’s purchasing note in Gab AI’s Mac app: printing excluded, with tax and delivery left unspecified.

    Review checklist

    Review checklist
    Item
    Details
    Source locationsOpen the actual page and compare the quoted wording.
    Rows and unitsCheck quantity, unit price, currency and each amount.
    Missing factsLeave unspecified values blank or labeled; do not silently use zero.
    TotalsRecompute and separate optional items.
    Long or scanned inputsCheck usable text and context limits; work in relevant sections if necessary.

    Use the checked information

    Once you have checked the answer, use its facts in an outline, purchasing note or spreadsheet. To create an editable document or workbook, continue with the matching Work lesson. A table in Chat and an editable file are different outputs.

    Your turn

    Check a quote before writing a purchasing note.

    Use a short, readable quote you have permission to upload. Attach it in Chat and ask for an itemized summary. Check the rows, totals and optional items, then request a short purchasing note that keeps missing details explicit.

    See an example
    Use only the attached quote. Summarize it as a table with item, quantity, unit price, line total and source page. Recalculate the subtotal and show optional items separately. State whether tax and delivery are specified; do not guess missing amounts.
    Review your draft

    Write a draft and review the checklist.

    Your draft saves in this browser. You can leave and come back.

    Attach your source and try the summary

    Copy your prompt, open Chat and attach your own quote. Confirm processing before pasting the prompt and sending. Opening Chat does not attach a file or carry over or submit this draft.

    Open Chat to attach your file

    Turn your summary into a purchasing note

    After you’ve checked the summary, send this follow-up in the same Chat.

    Follow-up prompt for your quote
    Text
    Turn the checked summary into four purchasing bullets. Exclude optional items, keep the base total, and list any missing tax or delivery details as questions.