Scenario
Jane is the Director of Administration at a 300-person tech company. At the end of each year, her task is to prepare the annual work summary for the board of directors. This requires her to collect year-end reports from eight departments—including R&D, marketing, sales, human resources, and finance. She uses the previous year's summary as a template, reviews the last three annual reports for reference, and consolidates everything into a single report. Her traditional process involves sifting through over 50 Word and PDF documents, manually copying and pasting key sections, and spending hours refining the wording and formatting. This task typically takes her at least two full days.
This year, she decides to try QoderWork CN.
File preparation
Jane creates a folder on her desktop named 2024-Annual-Summary-Materials and adds all the relevant documents:
Steps
Step 1: Select working directory
In QoderWork CN, create a new task. At the bottom of the dialog box, click Select Working Directory and choose the 2024-Annual-Summary-Materials folder.
Step 2: Enter prompt
Enter the following prompt into the dialog box:
Results
QoderWork CN automatically read all 12 documents in the folder. It identified the template's structure, extracted key data and work highlights from the eight departmental reports, and incorporated the financial data and business metrics. Following the writing style of previous summaries, it generated a complete annual work summary in just six minutes. Jane only made minor adjustments to key phrasing before submitting the draft on the same day.
Ongoing use
Next year, Jane can simply add the new departmental reports to the same folder and instruct QoderWork CN: "The departmental materials for this year have been updated. Please reference last year's summary and generate the 2025 annual work summary." The more historical data the folder contains, the better the generated report will reflect the company's business continuity and growth narrative.
Core value
| Metric | Result |
|---|---|
| Time Saved | From 2 days to 6 minutes |
| Accuracy | 100% retention of key performance data |
| Format Consistency | Automatically matches the template format |
From the user: "What once took days, now takes just 6 minutes."
Tips and best practices
This use case is effective for two key reasons: well-organized folders and a well-structured prompt.
Jane organized 12 documents in a single folder with a consistent naming convention (e.g., Department-Year-FileType). This allowed QoderWork CN to understand the full context in a single read. The prompt accomplishes three key things:
- Clearly specify the template file (e.g., "Use 2023-Annual-Work-Summary.docx as the format template") to provide a reliable basis for the output format.
- Explicitly list the data sources (e.g., departmental reports, financial data, and business metrics) to ensure nothing is missed.
- Define the output structure (e.g., business overview, segment progress, team development, and future outlook) to provide a clear framework for the generated content.