Office Document Operations

Office Document Operations

Use this skill when office documents need more than a quick skim.

What this skill does

It helps choose the right path for reading, extracting, reviewing, or editing office documents.

Use when

• PDFs or DOCX files are central to the task.
• The user needs table extraction, clean summaries, tracked review, or structured document changes.
• Multiple office documents need to be compared or synthesized.

Do not use when

• The work is fundamentally spreadsheet-first.
• The user only needs a casual summary and no document fidelity matters.

Decision tree

Reading mode

Use when you need:

• a structured summary
• key clauses or decisions
• table extraction
• issue spotting

Review mode

Use when the document is formal and changes should preserve review context:

• business memos
• contracts
• policy docs
• external-facing drafts

Default to a tracked or review-aware path instead of silent overwrites.

Clean-output mode

Use when the user wants a polished final version with no visible review scaffolding.

Workflow

Step 1: Classify each file

For each document, identify:

• format: PDF or DOCX
• likely role: source evidence, draft for editing, final artifact, or appendix
• whether tables, comments, tracked changes, or form fields matter

Step 2: Pick the extraction path

Examples:

• PDF with text and tables -> extract text and tables separately
• DOCX with business content -> preserve structure and review context
• DOCX draft for revision -> choose review-aware editing if external or formal

Step 3: Preserve what matters

Do not accidentally erase:

• tracked changes
• comments
• section structure
• table layout that carries meaning

Step 4: Convert extraction into a usable office output

Turn the raw extraction into:

• summary
• clause list
• action list
• issue register
• decision memo input

Output format

Return:

1. File map

• each file
• role
• chosen processing path

2. Extracted signal

• main points
• important tables or structured content
• review context that should be preserved

3. Risks

• ambiguity
• missing pages or broken extraction
• review fidelity concerns

Use together with

• pdf
• docx
• office-briefing