Executive Summaries

All plans

An executive summary is a one-page, AI-generated brief of a single PRD — the version you hand to a stakeholder who will not read the full document. Scopingly generates it from the PRD's content and caches it on the PRD so anyone with access can read it.

What it contains

The summary is free-form markdown organized under a fixed set of headings so every brief reads the same way:

• Overview
• Objectives
• Scope
• Key Risks
• Milestones
• Open Decisions

It is generated in a single pass over the PRD's prose and stored for display.

Reading vs. generating

Reading a cached summary and generating one are separate actions with different requirements.

Action	Who	Cost
Read the cached summary	Viewer and above	Free — no model call
Generate / refresh	Editor and above	Consumes one AI generation

Reading never costs a generation

Any reader can open the cached summary for free. Only generating or refreshing it runs the model and draws from your organization's monthly AI generation quota.

Staleness

The summary is cached and versioned by the PRD content it was generated from. When the PRD changes after a summary was generated, the summary is flagged stale — you keep seeing the existing brief, with a clear signal that the PRD has moved on and an invitation to regenerate. Nothing silently shows an outdated summary as current.

Regenerating a fresh (non-stale) summary returns the existing cached copy without re-running the model, so you do not spend a generation to "refresh" something that has not changed. Forcing a regeneration is a deliberate action.

Limits and errors

• A PRD that is too large to summarize is rejected rather than silently truncated — truncation would produce a misleading brief.
• If the generation service is unavailable, generation fails cleanly and the cached summary (if any) is unaffected.

Who can do what

Action	Who
Read the cached summary	Viewer and above
Generate / refresh	Editor and above

Access is scoped to your organization; org admins can act across PRDs. See roles & permissions.

Where it lives

The executive summary surfaces in its own panel on the PRD view. The summary is stored on the PRD itself — there is no separate document to manage, and it is removed automatically when the PRD is deleted.

Part of the PRD lifecycle

Summarizing is a step in the PRD lifecycle: assess for gaps, summarize for stakeholders, then move through approval.