PDF

What It Is

The PDF skill enables your assignments to work with PDF documents effectively. This is a default skill—ready to use immediately without any setup.


What It Can Do

Text Extraction

  • Extract text content from any PDF document

  • Read and understand document structure

  • Process multi-page documents

Table Extraction

  • Read and extract data from tables in PDFs

  • Understand table structure and formatting

  • Convert table data to usable formats

Document Manipulation

  • Merge multiple PDFs into a single document

  • Split a PDF into separate pages

  • Work with specific page ranges

Metadata & Forms

  • Read document metadata (author, title, creation date)

  • Fill out PDF forms

  • Process form field data

Scanned Documents

  • Process scanned documents with text recognition

  • Handle image-based PDFs

  • Extract text from scans


When to Use It

Use the PDF skill when your assignment needs to:

  • Process invoices, receipts, or financial documents

  • Extract data from reports or contracts

  • Consolidate multiple documents into one

  • Work with form submissions

  • Read scanned paperwork


Example Tasks

  • "Extract all invoice amounts from these PDF receipts"

  • "Find the contract end date in this agreement"

  • "Combine these three reports into one document"

  • "Fill out this application form with the customer's information"

  • "Extract the table data from page 3 of this report"


How to Use

  1. Open the assignment you want to configure

  2. In the assignment settings, find the Skills section

  3. Select the PDF skill

  4. Save your changes

Your assignment will automatically use its PDF expertise when working with PDF documents.


Things to Know

  • This is a default skill available to all teams

  • No setup or configuration required

  • Works automatically when PDFs are involved in your workflow

  • Combines well with email connections for processing attachments

Last updated