Open your notes and write a 3-line doc-AI rule: (1) summarize only in the approved app (2) re-check the one claim you'll act on (3) don't forward the AI summary alone to a client. You're done when you've opened a non-sensitive doc, run summarize (or read its docs), and written the one fact you'd re-verify, in 12 words or less.
How-to · VER · VER.3
Doc AI summary is a skim — check the one claim you will use
Copilot (or Gemini) document summarize is a map, not the territory — before you brief someone or act, open the source and verify the one number, name, or decision you will rely on.
Worked example
Long PDFs and Word files practically invite you to hit the summarize button. The bullets look complete, but they can still drop the exception, mishear a name, or invent a deadline. The pattern: run the in-app summarize on a work doc you're allowed to open, then force yourself to verify the one claim that would actually change a decision. Sharing or sending any recap is still yours to own.