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Employees · 6 min read

AI for email, documents and meetings

The three places where most office time goes — and how to save an hour a day without losing quality.

Email

  • Draft replies from bullet points: “Reply politely, decline the date, offer Tuesday or Thursday”
  • Shorten and clarify: “Make this half as long and put the request in the first sentence”
  • Change tone: “More friendly” or “more formal, for a public institution”
  • Translate with context: say who the reader is and which terms must stay unchanged

Documents

Ask for a summary with a purpose: “Summarise this contract for a manager: obligations, deadlines, penalties, and anything unusual.” For comparisons, ask what changed between two versions. For long reports, ask for questions a critical reader would ask.

Meetings

Transcription plus a prompt gives minutes in minutes: decisions, tasks with owners and deadlines, open questions. Always tell participants you are recording, and check names and numbers — speech recognition misses them most often.

Confidential material stays local

Contracts, HR files and recordings of internal meetings are often confidential. Use your company’s approved tool — or tools that run in your browser, such as local transcription or asking questions about a PDF, where nothing is uploaded.

You stay the author

Read everything before you send it. An email with a wrong date or an invented promise is still your email. A quick rule: the more people read it, the more carefully you check it.

Key takeaways
  • Give the purpose and the reader, not just “summarise”.
  • Minutes: decisions, tasks, owners, deadlines — then check names and numbers.
  • Confidential files: approved or local tools only.
Try it

Ask questions about a PDF or Word file — it is processed only on your computer.

Open Ask your document →

Check yourself

  1. Which summary request gives the most useful result?
  2. What do you check most carefully in AI meeting minutes?
  3. Before recording a meeting for AI transcription you should…

Tip: getting at least 2 answers right in the quiz above completes the lesson automatically.

This lesson is part of:AI at Work

Last reviewed: September 2026