04 / CODEX SKILL DEVELOPMENT
AI Skills for Document Workflows
Reusable AI workflows that turn uploaded PDFs into spreadsheet updates and structured ERP inputs.
Confidential project · Client identity and operational data remain private. The public demo is a separate reconstruction with fictional records, rather than access to the client application.
THE CONTEXT
What the work connects.
A supplier document contains information that another system needs, but someone still has to identify the fields, organize them, and check the result. Repeating that task without clear instructions makes the output harder to use consistently.
- Built for
- Operations teams handling recurring documents
- My contribution
- I create reusable Codex skills that describe the document task, the fields that matter, and the required output. These workflows cover PDF extraction, spreadsheet field mapping, and structured JSON for dashboard imports.
HOW IT WORKS
From one step to the next.
- 01
Source document
Read the relevant information
- 02
Organized fields
Match the destination's columns
- 03
Review
Check and correct the proposed values
- 04
Structured output
Prepare the next system's input
The workflow follows the destination's existing structure. Spreadsheet updates use the appropriate columns; ERP inputs use the expected import format and continue through the application's review step. The instructions keep the operational context available each time the task is repeated.
THE RESULT
A working path through the task.
The result is a repeatable path from an uploaded document to an organized output that can be reviewed. The public demo uses prewritten sample invoices and a simulated extraction step, then lets visitors edit the proposed fields and download the resulting JSON. It makes no claim to run a live AI service.
Try a sample journey.
Explore the steps with fictional data. Changes stay in your current browser session and reset when you reload.
Capabilities & tools For a closer look +
WHAT IT DOES
- Reusable task instructions for recurring document-processing work
- PDF data extraction and field mapping for spreadsheet updates
- Structured JSON preparation for supplier-document imports
- Output formats aligned with existing spreadsheet columns and dashboard fields
- Workflow design connecting AI-assisted document handling to operational applications
TOOLS & INTEGRATIONS