| name | pdf-workflows |
| description | Create, inspect, extract, render, transform, validate, manifest, and package PDF-based business artifacts. |
PDF Workflows
Use this skill when the source or requested output is a PDF: contracts, reports, invoices, board packs, forms, research papers, exports, or scanned documents.
Workflow
- Always inspect PDFs before extracting or changing them.
- Use
pdf_capabilities before creating, visual review, transforms, or packet work to confirm bundled extraction, creation, transforms, and optional managed engines are available.
- Use
pdf_inspect to identify page count, text-layer status, scan risk, engine metadata, and warnings.
- Use
pdf_extract for page-scoped text extraction. Keep page ranges narrow when the user asks about a specific clause, table, figure, or signature block.
- Preserve page references for claims, issues, extracted facts, dates, parties, and financial values so the user can audit the result.
- Use
pdf_render when visual layout, signatures, scans, page appearance, or placement needs review. It uses an optional Tessera-managed PDF render engine when available.
- Use
pdf_transform only for split, merge, reorder, and rotate operations. It uses Tessera's bundled TypeScript transform engine and writes every transformed PDF to a new output path.
- Use
pdf_create for simple business PDFs from headings, text, simple tables, page breaks, and embedded workspace images. Include source paths for provenance and validate the created PDF.
- Use
pdf_validate before relying on a PDF packet and after any created or transformed PDF is produced.
- Use
pdf_manifest for multi-step packets, created or transformed outputs, handoff, archive, or later business review. Include every material inspect, extract, render, create, transform, and validation result that supports the answer.
- Treat OCR-derived content as lower-confidence than a text layer. Label OCR content when OCR tools become available.
- Preserve originals. PDF mutation tools must create new output files and report provenance.
- For review, flag missing pages, unreadable scans, inconsistent numbers, redaction risks, signature status, and terms that require legal or finance review.
Tool Use
pdf_inspect: first call for any PDF-specific workflow.
pdf_capabilities: readiness check for bundled PDF text extraction, bundled PDF creation/transforms, and optional Tessera-managed render engines.
pdf_extract: page-scoped extraction with page markers.
pdf_validate: existence, page count, text-layer expectation, pass/fail checks, provenance, and warnings.
pdf_render: page-scoped PNG outputs for visual review.
pdf_transform: split, merge, reorder, and rotate into new PDF files.
pdf_create: simple business PDF creation with headings, text, simple tables, page breaks, embedded workspace images, and source provenance.
pdf_manifest: JSON packet manifest for audit, handoff, archive, and future review.
workspace_extract: fallback reader for general document extraction when PDF-specific tools are unavailable.
Delivery
Produce a concise extraction, review memo, conversion-ready structure, or file update. Always note scan quality, omitted pages, warnings, validation status, and content that could not be verified from the PDF.