> For the complete documentation index, see [llms.txt](https://ailyze.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ailyze.gitbook.io/ailyze-docs/create-deliverables/create-an-executive-summary.md).

# Create an Executive Summary

This page shows you how to turn a finished analysis into a short summary that busy leaders will actually read.

Leaders usually want the short version: what you found, and what to do about it. Evidano gives you two ways to produce that.

{% hint style="info" %}
**What you need:** A completed analysis project (a document or spreadsheet project).

**What you will have at the end:** A short executive summary you can paste into a slide deck or email.
{% endhint %}

## Option 1: Use the built-in summary

When you set up document analysis, the **"Include a summary of your documents"** option (on by default) produces a project summary and an insights narrative on the results page. That's often 80% of an executive summary already — copy it and tighten it.

<figure><img src="/files/Su5W4utF3pZVOCSbzcmb" alt="The results page showing the built-in project summary"><figcaption></figcaption></figure>

## Option 2: Generate one with Chat

Open **"Chat to generate custom report/analysis"** and ask for exactly the format you need:

> *"Write a one-page executive summary for a non-technical leadership audience: 3 key findings as headers, 2–3 sentences each, the single most important quote overall, and 3 prioritized recommendations. Plain language, no jargon."*

The standalone chatbot even suggests prompts like *"Write a five-paragraph essay about the top challenges in the document."* See [Chat with your data](/ailyze-docs/analyze-data/chat-with-your-data.md).

## A reliable structure

1. **Context** — one sentence: what was studied and how (sample size, method).
2. **Top findings** — 3–5, each a clear claim with a number and a quote.
3. **Differences that matter** — key [segment](/ailyze-docs/reference/glossary.md#segment) contrasts (see [Compare groups & segments](/ailyze-docs/analyze-data/compare-groups-segments.md)).
4. **Recommendations** — prioritized, tied to findings.
5. **Caveats** — sample limits and how confident you are.

## Make it trustworthy

* **Lead with the decision**, not the methodology.
* **Quantify** ("62% of detractors mentioned onboarding") using the [frequency](/ailyze-docs/reference/glossary.md#frequency) data.
* **One quote per point** — verified against the source.
* **Be honest about limitations** — see [Reporting findings](/ailyze-docs/methods-and-best-practices/reporting-findings.md).

## A realistic example

> **Scenario:** You've analyzed 2,000 NPS (a customer-loyalty score) survey responses. You ask Chat for a one-pager: three findings (onboarding friction, billing confusion, strong support praise), each with a percentage and a quote, plus three recommendations. You check the numbers against the frequency charts and the quotes against the coded table, then drop it into the board deck.

## Next steps

* [Generate a research report](/ailyze-docs/create-deliverables/generate-a-research-report.md)
* [Export & share findings](/ailyze-docs/create-deliverables/export-and-share-findings.md)
* [Reporting findings](/ailyze-docs/methods-and-best-practices/reporting-findings.md)


---

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