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The PDF skill enables your agents to work with PDF documents effectively.
This is a default skill, ready to use immediately without any setup. It is available to all teams automatically.

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Capabilities

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 and 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

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When to Use It

Use the PDF skill when your agent 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

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Example Tasks

“Extract all invoice amounts from these PDF receipts”“Extract the table data from page 3 of this report”
“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”

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How to Use

1

Open the agent

Open the agent you want to configure.
2

Find the Skills section

In the agent settings, find the Skills section.
3

Select the PDF skill

Select the PDF skill.
4

Save your changes

Save your changes.
Your agent will automatically use its PDF expertise when working with PDF documents.

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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

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Works Well With

Email Attachments Reader

Pull PDF attachments straight from incoming email for processing.

Gmail

Process PDF attachments from Gmail messages.

Microsoft Outlook

Process PDF attachments from Outlook messages.