AI Document Summary: Custom Prompt

[Cloud release: 2026.05.06]
[On-prem release: n/a]
[On-prem build: n/a] 

Note: AI Document Summary is only available to Cloud based TARGIT solutions.

In the AI Settings for Document Summary, you have an option for creating a custom prompt for the AI engine.

Example:

What the Prompt field does

The Prompt field allows you to control how the dashboard summary is written.

By default, if you leave the field empty, summaries follow this structure:

• Introduction
• Findings
• Recommendations

When you provide a custom prompt, you override this structure and define how the output should be organized, written, and focused.

Note: The AI will still analyze the dashboard layouts and objects automatically. The custom prompt only controls how the results are presented - not which data is analyzed.

What you can control

You can use the custom prompt to define:

• Structure - some examples:
  • Sections and their order
  • Bullet points or paragraphs
  • Custom headings
  • Key conclusions first
  • Include recommendations or not
  • etc.
• Tone - some examples:
  • Executive
  • Analytical
  • Technical
  • Informative
  • Educational
  • Simplified
  • etc.
• Focus - some examples:
  • KPIs
  • Trends
  • Budget performance
  • Service levels
  • Risks or deviations
  • Comparisons over time
  • Data explanation
  • etc.
• Audience - some examples:
  • Management
  • Analysts
  • Operational teams
  • External stakeholders
  • General public
  • Users requiring simplified or accessible language
  • etc.
• Length - some examples:
  • Short overview
  • Detailed breakdown
  • High-level summary only
  • etc.

Prompt Examples - Internal/Management Use

These examples are suitable for internal reporting, leadership meetings, and performance follow-up.

Executive Decision Summary

Perfect for monthly management meetings where leaders need decisions, not details.

Create a concise executive summary for leadership. Start with the most critical performance changes and deviations from targets. Focus on business impact and areas requiring action. Use short bullet points.

KPI Performance Review

Supports recurring performance reviews.

Provide a structured evaluation of key KPIs across the dashboard. Highlight positive and negative trends, significant changes compared to last period, and any indicators that require follow-up.

Budget & Financial Oversight

Ideal for finance departments and controllers.

Focus on budget performance. Highlight cost drivers, deviations from planned budget, and financial risks. Clearly explain the potential operational impact.

Operational Deep Dive

Helps departments understand performance drivers.

Write a detailed analytical summary for operational teams. Explain performance patterns, anomalies, and differences between units. Include relevant context from the layouts.

Prompt Examples - Public/External Communication

These examples are useful when dashboards are shared externally or published publicly.

Neutral Public Overview

Good for annual reports, transparency portals, and shared dashboards.

Write a neutral and informative summary suitable for public publication. Avoid internal terminology. Clearly explain key trends and developments in understandable language.

Transparency Without Interpretation

Important when neutrality is required (e.g., public institutions).

Provide a clear description of trends and changes shown in the dashboard. Do not include recommendations or internal assessments. Focus only on explaining what the data shows.

Service Impact Explanation

Translates data into real-world meaning.

Explain how the results reflect service performance (e.g., healthcare, education, environment). Focus on what the numbers mean for users or citizens.

Annual Report Style

If you need a reporting format specifically for the company.

Structure the summary as:

1. Overall performance
2. Key developments this period
3. Notable improvements
4. Areas requiring attention

Prompt Examples - Accessibility & Simplified Language

These examples help ensure clarity and inclusivity.

Plain Language Version

Makes dashboards accessible to non-analytical audiences.

Write the summary in clear and simple language. Avoid technical BI terminology. Explain key metrics in everyday terms.

Short & Easy-to-Read

Suitable for users with cognitive or reading impairments.

Create a short summary using brief sentences and simple explanations. Limit each paragraph to one main message.

Bullet Insight Format

Great for quick scanning and executive slides.

Present the summary as short bullet points with one key insight per point. Focus only on the most important findings.

“What This Means” Focus

Bridges data and understanding without requiring a deep BI background.

After explaining the data, include a short section titled “What this means” that interprets the practical implications.

Best Practices

To get the best results:

• Clearly state who the summary is for.
• Specify the tone (executive, simplified, public-facing …)
• Define what should be prioritized (KPIs, risks, trends, explanations …).
• State whether you want conclusions or only neutral explanation.
• Keep instructions structured and specific.
• Avoid vague prompts such as:
  • “Write something good.”
  • “Summarize nicely.”