Documents & PDFs
Read source documents, extract useful information, and prepare documents people can act on.
PDF scanned documents extraction runbooks customer documents supplier offersAnalyze a PDF
Attach a PDF and explain the questions to answer. Ask for page references where the source supports them, especially when reviewing terms, quantities, or specifications.
Compare these two supplier offers. Extract unit prices, minimum orders, delivery terms, and validity dates. Cite the page for each value and flag anything you cannot read reliably.
Text PDFs, scanned pages, and complex layouts can produce different extraction quality. Review critical values against the original document.
Create a document
Describe the audience, purpose, structure, and format. The document and PDF capabilities can help prepare customer-facing material, reports, and structured output from your workspace information.
A useful brief includes the recipient, facts to include, tone, branding requirements, and sections to omit. If you have a template, attach it and identify which parts should remain consistent.
Use a workflow skill
The skill catalog includes PDF Analysis, Supplier Offer Extraction, Customer-Facing Documents, Runbook, Status Report, Risk Assessment, Process Documentation, Vendor Review, and Compliance Tracking. Choose the relevant skill to give the agent a more consistent process.
For shared knowledge or collaborative documents, use the appropriate installed app. Confirm where the result is stored and who can access it; see how apps work.
Review before sharing
Open the output and check names, dates, numbers, layout, links, and missing information. Generated documents should accurately reflect the source records. A draft compliance tracker or risk assessment is a working aid; your team remains responsible for reviewing its conclusions.