Document Analysis Playbooks

25. Pitch Deck Review

• Good for: evaluating startup decks, preparing investor questions, due diligence
• Best setup: upload the pitch deck (PDF or PowerPoint), then ask
• Example prompt:

Pitch deck review

Read this pitch deck. Summarise the business model in two sentences. Highlight the three strongest claims and flag anything that feels unsupported or overstated. Then give me five questions an investor would ask in the first meeting.

26. Contract Key Terms Extraction

• Good for: reviewing agreements, pulling obligations, spotting risks
• Best setup: upload the PDF or Word document
• Example prompt:

Contract extraction

Read this contract and extract every date, deadline, financial commitment, and termination clause into a table. Flag any unusual terms or asymmetric obligations. Summarise the overall risk posture in one paragraph.

27. Report Comparison

• Good for: tracking changes between versions, audit trails
• Best setup: upload both files in the same session
• Example prompt:

Report diff

Compare these two quarterly reports. Tell me what changed between them: new claims, revised numbers, dropped sections, and shifts in tone. Present the differences in a table with the old value, new value, and your assessment of significance.

28. Board Pack Summary

• Good for: executives who need the signal without the noise
• Best setup: upload the full pack (PDF or PowerPoint)
• Example prompt:

Board pack digest

Read this board pack and produce a one-page executive digest. Lead with the three decisions the board needs to make. Then summarise each section in one sentence. End with the two biggest risks and one thing the pack doesn't address but should.

29. Academic Paper Synthesis

• Good for: literature reviews, staying current on research
• Best setup: upload the paper or provide the title for Alfred to find
• Example prompt:

Paper synthesis

Read this academic paper. Summarise the methodology, key findings, and limitations in plain business English. Then tell me: does this research support or challenge [our hypothesis]? What would I need to believe for the conclusions to hold?

30. Financial Model Audit

• Good for: reviewing spreadsheet assumptions, stress-testing projections
• Best setup: upload the Excel file
• Example prompt:

Model audit

Read this financial model. List every assumption, flag the three with the highest sensitivity, and stress-test the revenue line with a 20% downside scenario. Present the results as a risk summary with a sensitivity table.

31. Meeting Notes to Action Items

• Good for: turning long transcripts into structured next steps
• Best setup: upload the transcript or notes document
• Example prompt:

Meeting actions

Read these meeting notes. Extract every action item, assign it to the person who was mentioned as responsible, and add a suggested deadline based on the context. Present as a table sorted by urgency.

32. Edit a Word Table In Place

• Good for: correcting figures in an uploaded .docx without losing its formatting
• Best setup: upload the Word file, then ask — Alfrada uses Doc Patch to patch the real file and hand it back
• Example prompt:

Patch a Word table

I uploaded curriculum.docx. Rewrite the hours table so Intro is 48 and add a row for Advanced (60), and change the total in section 2.2.1 to 330 hours. Keep all the other formatting exactly as it is and send it back as Word.

33. Fill Placeholders and Keep Formatting

• Good for: finishing a templated contract, letter, or form
• Best setup: upload the .docx template with placeholders like [CLIENT NAME]
• Example prompt:

Fill a Word template

Replace every [CLIENT NAME] with 'Ooredoo' and every [DATE] with today's date in agreement.docx, preserve all the formatting, and give me the finished Word file.

34. Surgical Section Edit With a Preservation Check

• Good for: changing one section while proving the rest is untouched
• Best setup: upload the .docx, ask for the change, then ask to verify
• Example prompt:

Edit then verify

In proposal.docx, replace the second paragraph of the Scope section with the updated text I gave you and don't change anything else. Then verify which paragraphs changed and confirm the rest stayed identical.