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PDF workflows are useful for contracts, papers, manuals, financial reports, product guides, and exported business documents. Extract the PDF content, pass the relevant context to a model, then ask for summaries, answers, or structured fields.

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Processing patterns

Short documents

Extract text and pass it directly as context when the document is short and well structured.

Long documents

Split by section, page, or semantic chunk, then use retrieval and reranking for question answering.

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Suggested workflow

1

Extract text and page references

Keep headings, page numbers, and table context so answers can cite their source.
2

Chunk long documents

Split large PDFs by topic or page range to avoid sending unrelated context.
3

Choose an output format

Use prose for summaries, JSON for extraction, and Markdown tables for table cleanup.
Before uploading contracts, financial records, HR files, or customer data, confirm your data policy and use isolated API keys with quota and model restrictions.

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Next steps