Turn contracts, reports, and scanned forms into cited facts and proposed tasks. Preserve deadlines, explicit owners, source locations, and uncertainty, then create and verify records in an external tracker only within the user's approved scope.
Extract cited obligations, deadlines, tasks from documents.
Review the instructions the agent will receive before you install.
Turn documents into cited facts and proposed actions. Extraction is not legal advice, and low-confidence OCR or ambiguous language must remain visible. The pdf / pdf / docx skills own extraction mechanics; this skill owns what happens to the extracted content.
Don't use for: plain text extraction with no downstream structuring (load pdf directly).
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.
Load pdf, pdf, or docx. Extract text/tables while retaining file and page/section coordinates. For scans, record OCR confidence or visible quality issues. Done when every extracted field can cite its source location.
Separate:
Do not collapse "may," "should," and "must." Done when modality and uncertainty are preserved.
Cross-check dates, totals, repeated names, table sums, defined terms, and references to appendices. Surface contradictions rather than choosing silently. Done when key facts have consistency checks or explicit exceptions.
For each actionable obligation create outcome, owner if explicit, due date if explicit, dependency, acceptance condition, risk, and citation. Unknown owners/dates remain unresolved — never invented. Done when no proposed task relies on an unsupported inference.
Present structured facts, high-risk clauses, low-confidence fields, and proposed tasks for approval. Drafting is not creating: writing to any external tracker requires the user's explicit scope. Recommend professional review for legal, medical, tax, or safety-critical interpretation. Done when approved fields/actions are unambiguous.
Use the user's approved destination — notion, a calendar, a spreadsheet via xlsx, or another task tracker. Attach document/page provenance and avoid copying unnecessary sensitive text. Read records back from the provider and verify owner/date/link. If a write times out ambiguously, search for the expected record before retrying. Done when every approved action is verified.
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