21 Recipes 5: Documents & Long-Form Content

EBM Support Staff
Updated

For the documents long enough that a single prompt falls short. This is one of the 6 Recipe categories. Each recipe below opens to reveal its full steps, an example, and a live demo you can run. Filter by effort if you want the quicker ones first.

RECIPES 5
Documents & Long-Form Content

Build long, polished documents without the blank-page dread

 

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What is a recipe?

A recipe is a short, numbered sequence that combines a few moves into a repeatable result. Each one below opens to reveal its purpose, when to use it, the full steps, an example, and a live demo. For single one-prompt moves, see the Playbook. Recipes are grouped into 6 categories; this article is one of them.

The Recipes

Each recipe is collapsed by default. Click one to expand its purpose, when to use it, the numbered steps, an example, and a demo you can run right there. The badge shows the effort.

Most of these recipes start with a document, so two things are worth knowing first. Files you upload and files that already live in your workspace are kept separate, so when a step says to select a document, pick it from the list you put it in. Filenames are shown with their format, which makes the right version easier to spot, and Smith checks the format of anything you upload and tells you when it is not supported, wherever you upload it from.

Filter by effort: Showing all items
Presentation-ready content complete slide content and speaker notes, paste-ready for PowerPoint Few steps ▸

Purpose: You need a deck and you are staring at a blank PowerPoint. This builds the entire content layer, structure, slide copy, and speaker notes, so you paste it in and focus on design.

When to use this: Any presentation where the content and the words are the hard part.

Steps
# What you do What you should see
1 Describe the deck: audience, purpose, slide count, key message Smith restates the scope
2 "Give me a slide-by-slide outline, one line per slide, before writing" A numbered slide skeleton
3 Cut, reorder, approve the outline A structure that matches your story
4 "Write each slide: a headline plus 3 bullets" Full slide copy
5 "Add speaker notes for each slide in my voice" A talk track
6 Run the "make it not sound like AI" move over it Clean, human copy
Example
A 10-slide deck for our leadership team on the Q3 results. Give me a slide-by-slide outline first, then we will write each slide.
Coming soon: Smith writes every slide's copy and speaker notes for you to paste into PowerPoint. Direct .pptx file generation (Smith building the deck for you to download) is coming soon.
See it in action

You end up with: complete slide content and speaker notes, paste-ready for PowerPoint.

The polished recurring report a finished, fact-checked report and a repeatable process Setup ▸

Purpose: For the report you rebuild every week or month. The first time you build the engine; every time after, it is a 30-second rerun. Pairs with your Concise persona.

When to use this: Any report you produce on a regular cycle from changing data.

Steps
# What you do What you should see
1 Paste raw numbers and notes, or select the data folder from your workspace files Smith acknowledges the source
2 "Propose a structure for this report before drafting" A section outline
3 "Write the report following that structure" A full draft
4 Turn on the Concise persona: "cut 30%, keep every fact" A leaner version
5 "Verify every figure against my files and flag anything unsupported" Fact-check confidence
6 Save the winning prompts for next cycle A reusable process
Example
Here is this month's data folder. Propose a report structure first, then draft it, then verify every figure against the source files.
See it in action

You end up with: a finished, fact-checked report and a repeatable process.

Long-form document from scratch a long document that doesn't read like it was generated in one shot Few steps ▸

Purpose: Proposals, whitepapers, SOWs, policies, anything long enough that a one-shot prompt produces shallow output. Drafting section by section keeps the quality up. Finishes with your My Voice persona.

When to use this: Any document long enough that a single prompt would produce thin, generic text.

Before you start: Sections can run long. If a draft is clearly going the wrong way, cancel the response while it is still being written and send a corrected instruction, rather than waiting for the whole section to finish.

Steps
# What you do What you should see
1 Describe the document, audience, length Scope confirmed
2 "Outline with section headers and a sentence on each" A skeleton
3 "Draft section 1 only", then 2, then 3 Each section gets full attention
4 "Smooth the transitions between sections" It reads as one piece
5 Apply My Voice persona It sounds like you
Example
A 6-page proposal for a website redesign project. Outline the sections first, then we will draft them one at a time.
See it in action

You end up with: a long document that doesn't read like it was generated in one shot.

Meeting transcript into three deliverables summary, action list, and follow-up email from one paste Quick ▸

Purpose: Turn one recording into everything the meeting should produce, so the post-meeting scramble where notes never get written disappears.

When to use this: Right after any recorded or transcribed meeting.

Steps
# What you do What you should see
1 Paste the transcript, or upload the meeting email or invite: .msg, .eml and .ics files are supported Smith confirms it has it
2 "Give me a 5-bullet summary" The gist
3 "Extract action items with owners and dates" A task list
4 "Draft the follow-up email to attendees in my voice" A send-ready recap
Example
Here is the transcript from our planning call. Give me a 5-bullet summary, an action list with owners and dates, and a follow-up email.
See it in action

You end up with: summary, action list, and follow-up email from one paste.

The data-to-narrative report the "what it means" section, grounded in the real numbers Few steps ▸

Purpose: You have a spreadsheet and need the story behind it, not just the figures. Bridges raw data and the commentary a report needs.

When to use this: Any time you have data and need the narrative that explains it.

Before you start: A very large spreadsheet is above the size limit for preview, so you may not be able to look at the file inside Smith before you work with it. The recipe still runs: step 2 is where you have Smith describe what is in the data, so use it to check that the file was read the way you expect.

Steps
# What you do What you should see
1 Upload the spreadsheet, then select it from your uploaded files Smith sees the data
2 "Describe what is in this data before analyzing" Confirms it read it right
3 "What are the 3 most important takeaways?" Headline findings
4 "Flag anything unusual worth investigating" Outliers surfaced
5 "Write the narrative commentary for a report" Paste-ready prose
Example
Here is the quarterly sales spreadsheet. Tell me the three biggest takeaways, flag anything unusual, then write the commentary section.
See it in action

You end up with: the "what it means" section, grounded in the real numbers.

FAQ from a dense source a sourced FAQ traceable back to the original Few steps ▸

Purpose: Turn a manual, contract, or policy nobody reads into a quick-reference others can actually use. Converts a 90-page PDF into the 15 answers people need.

When to use this: Any long reference document you want to make usable for a team.

Steps
# What you do What you should see
1 Upload the source document, then select it from your uploaded files Smith confirms
2 "What 15 questions will people actually ask about this?" A realistic question set
3 "Answer each, citing the section it came from" Sourced answers
4 "Format as a clean FAQ" Shareable output
Example
Here is our 60-page benefits policy. What 15 questions will employees actually ask, and what are the answers, with the section each came from?
See it in action

You end up with: a sourced FAQ traceable back to the original.

See a Full Workflow in Action

These recipes chain into a full pipeline. Here is one meeting turned into a recap, a verified report, and a presentation.

📄Transcript to report to deck

Three document recipes, one chain

One meeting becomes a report and a presentation, each step feeding the next.

Next Steps: Open one recipe and run it end to end today. For single one-prompt moves, browse the Playbook. Working through your first month? The First 30 Days plan tells you which recipes to use each week.

Recipes 6: Decisions & Analysis

The next category of multi-step recipes.

Recipes 4: Recurring Habits

The previous category of recipes.

The Playbook

Looking for single one-prompt moves instead?

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