I want an Agent to turn detailed Busabase documents into shorter summaries, but some qualifications, exclusions, and conditions are essential. How should I define what must be retained so that “shorter” does not turn a conditional statement into a firm promise? What should I ask the Agent to show alongside the summary to make review easier?
Question
Closed · AnsweredHow should I preserve a document’s meaning when asking an Agent to shorten it?
Yi C

Thanks for asking. Treat “shorten” as a constrained rewrite, not a free rewrite. Tell the Agent what must stay exact, then ask it to show those pieces next to the summary so a human can catch a conditional that turned into a promise.

*Diagram · retain list → retention table → human review*
What to lock before shortening
Write a short retain list in the prompt (or a checklist field on the document):
| Must retain | Example |
|---|---|
| Conditions / if-then | “only if the customer renews by …”; “subject to credit approval” |
| Exclusions | “does not include on-site work”; “excludes taxes” |
| Numbers & dates that bind | caps, SLAs, notice periods |
| Party names / defined terms | keep the same labels the long doc uses |
| Soft vs hard language | may / should / must — do not harden soft wording |
Also say explicitly: do not invent new commitments; if something is unclear, mark it as unresolved instead of smoothing it away.
Prompt pattern that works well
- Point the Agent at the full Busabase document.
- Ask for a summary of N sentences / one page.
- Paste your retain list.
- Require two outputs in the same reply:
- Summary
- Retention table: each locked item → kept as-is / paraphrased / missing (with a quote from the source)
How to review quickly
- Skim the retention table first; any “missing” or “paraphrased” on a legal/commercial condition is a red flag.
- Spot-check soft wording (“may”, “if”, “unless”) in the summary against the source.
- Open the original document and confirm no new obligation appeared in the short version.
Boundaries
- Shorter is not “safer.” A short text that drops an exclusion is riskier than a longer one.
- Prefer keeping a short Conditions section intact over compressing it into marketing prose.
- If the document is a contract-like text, keep the Agent in “editor” mode (propose edits) and merge only after a person signs off.
If you share whether this is internal SOP vs customer-facing terms, we can tighten the retain list further.
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