analyze-enterprise-documents

name	analyze-enterprise-documents
description	Use when the user references or attaches Microsoft Office files (.doc, .docx, .xls, .xlsx, .ppt, .pptx), PDFs, images (.png, .jpg, .jpeg), or CSV/JSON/YAML from Teams or SharePoint and asks to extract, summarize, tabulate, or cross-reference their contents. Ships a runnable `extract.py` — invoke that directly rather than re-implementing extraction inline.

analyze-enterprise-documents

Ships runnable code. This skill is not just a prompt — it includes extract.py, a CLI + importable function that handles the full matrix of common enterprise formats.

Use it directly

# Install deps (once)
pip install -r requirements.txt

# CLI
python extract.py /path/to/report.pdf --max-pages 20
python extract.py /path/to/deck.pptx --format text
python extract.py /path/to/financials.xlsx > out.json

# Or import it
from extract import extract
e = extract("/path/to/report.pdf", max_pages=20)
print(e.type, e.metadata, len(e.content["pages"]))

Output is a structured Extraction dataclass with type, source, method, content, metadata, and flags (e.g. pdf_appears_scanned, truncated_to_first_N_pages).

Supported formats

Extension	Library	Notes
.docx	python-docx	paragraphs + tables
.xlsx / .xls	pandas + openpyxl	multi-sheet; preserves types
.pdf	pypdf	flag set if pages appear scanned
.pptx	python-pptx	title + body + speaker notes per slide
.csv	pandas	all columns / rows
.json / .yaml	stdlib / PyYAML	parsed data
.txt / .md	read_text	raw text + metadata
.png / .jpg	pytesseract (optional)	OCR fallback; prefer multimodal read

When an agent invokes this skill

1. Call extract.extract(path) instead of re-implementing.
2. Check flags — act on pdf_appears_scanned_or_empty by asking the user whether to OCR. Act on truncated_to_first_N_pages by chunking further.
3. Cite provenance in downstream output: include result.source and result.method in whatever the agent hands back to the user.

Tests

pytest test_extract.py

The tests generate fixtures in-process (no committed binaries) to verify each format handler. reportlab is imported on demand for the PDF test; pip install reportlab if you want full coverage locally.

Guardrails

See ../../shared/guidelines/documents-and-data.md:

• Do not send extracted content to third-party services without approval.
• Flag PII on the way through — the skill is neutral; the calling agent decides how to redact.
• Chunk large inputs — pass max_pages for big PDFs; iterate over sheet subsets for wide spreadsheets.

Extending

• Legacy .doc: add a LibreOffice fallback (soffice --headless --convert-to docx).
• Scanned PDFs: layer pdf2image + pytesseract under _extract_pdf.
• .xlsb: add pyxlsb to the xlsx dispatch branch.
• .msg (Outlook): add extract-msg.