PDF documents skill
Summarize long documents, pull invoice line items, and answer questions grounded in uploaded PDFs.
How to enable
- Upload PDFs to the workspace.
- Name the file you want analyzed.
What you can ask
Copy a line below and tune names, channels, or file titles to match your workspace.
- “Read invoice.pdf and extract the line items into a table.”
- “Summarize this 40-page paper into 5 bullets I can share.”
- “Find every mention of payment terms across the contracts folder.”
- “What are the key dates in this agreement?”
- “Answer follow-up questions about this PDF using only its contents.”
Common pitfalls
- Scanned or image-only PDFs are not supported—use a text-based PDF or convert to text first.
- Password-protected files must be unlocked first.
See also
Next step — open the dashboard to connect credentials and turn on this skill.
Open dashboard