In this session, I’ll share how I used local large language models (Llamma, Qwen, and GPT) to automatically summarize prospect interaction records. The goal was to keep data secure while making it easier to understand and analyze. I’ll show how the models were tested and refined using both AI and human feedback, and how the final process was automated with Python and Windows Task Scheduler. The results feed directly into Power BI dashboards, turning complex text data into clear, actionable insights.