Document to Action Items

Turn documents into cited facts and proposed actions. Extraction is not legal advice, and low-confidence OCR or ambiguous language must remain visible. The ocr-and-documents / pdf / docx skills own extraction mechanics; this skill owns what happens to the extracted content.

When to Use

• "Extract deadlines and obligations from this contract."
• "Turn this report into tasks."
• "Read these scanned forms and structure the data."
• "Find risks, owners, and follow-ups in these attachments."

Don't use for: plain text extraction with no downstream structuring (load ocr-and-documents directly).

Procedure

1. Inventory the document set

Use read_file for local files and web_extract for URLs to identify files, versions, dates, page counts, language, scan quality, and the requested output schema. Detect duplicate/revised copies before analysis. Done when the authoritative or latest version is known or ambiguity is stated.