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2 changes: 1 addition & 1 deletion Document-Processing-toc.html
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Expand Up @@ -40,7 +40,7 @@
<a href="/document-processing/ai-agent-tools/customization">Customization</a>
</li>
<li>
<a href="/document-processing/ai-agent-tools/example-prompts">Example prompts</a>
<a href="/document-processing/ai-agent-tools/example-prompts">Example Prompts</a>
</li>
</ul>
</li>
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1 change: 1 addition & 0 deletions Document-Processing/ai-agent-tools/customization.md
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Expand Up @@ -220,3 +220,4 @@ string systemPrompt = "You are an expert document-processing assistant with acce
- [Overview](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/overview)
- [Tools](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/tools)
- [Getting Started](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/getting-started)
- [Example Prompts](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/example-prompts)
30 changes: 15 additions & 15 deletions Document-Processing/ai-agent-tools/example-prompts.md
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Expand Up @@ -17,18 +17,18 @@ Speed up your document automation using these example prompts for Syncfusion Doc

Create, manipulate, secure, extract content from, and perform OCR on PDF documents using AI Agent Tools.

{% promptcards %}
{% promptcard CreatePdfDocument, ExtractText, FindTextInPdf, ExportPDFDocument %}
Load the insurance policy document 'policy_document.pdf' from {InputDir}. Extract all text content from the document. Then search for all occurrences of the term 'exclusion' and return their exact page locations and bounding rectangle positions so our legal team can quickly audit every exclusion clause in the policy.
{% promptcards columns=1 %}
{% promptcard CreatePdfDocument, FindTextInPdf, ExportPDFDocument %}
Load the insurance policy document policy_document.pdf from {InputDir}. Then search for all occurrences of the term exclusion and return their exact page locations and bounding rectangle positions so our legal team can quickly audit every exclusion clause in the policy.
{% endpromptcard %}
{% promptcard CreatePdfDocument, FindTextInPdf, RedactPdf, ExportPDFDocument %}
Load the court filing document 'case_filing.pdf' from {InputDir}. Permanently redact all personally identifiable information: on page 1, redact the name 'John Michael' and the address '4821 Ellwood Drive, Austin, TX 78701'; on page 3, redact the social security number '472-90-1835'. Use black highlight color for all redactions. Export the redacted document as 'case_filing_redacted.pdf' to {OutputDir}.
Load the court filing document case_filing.pdf from {InputDir} and Find the Text ‘John Michael and Ellwood Drive, Austin, TX 78701’ and ‘472-90-1835’. Permanently redact all identifiable information. Use black highlight color for all redactions. Export the redacted document as case_filing_redacted.pdf to {OutputDir}.
{% endpromptcard %}
{% promptcard CreatePdfDocument, SignPdf, ExportPDFDocument %}
Load the vendor contract 'vendor_agreement_draft.pdf' from {InputDir} and apply a digital signature using the company certificate 'certificate.pfx' (located at {InputDir}) with the password 'password123'. Place the signature in the bottom-right corner of the last page and use the company logo 'signature_logo.png' from {InputDir} as the signature appearance image. Export the signed contract as 'vendor_agreement_signed.pdf' to {OutputDir}.
{% endpromptcard %}
{% promptcard MergePdfs, ReorderPdfPages, ExportPDFDocument %}
Merge the following monthly financial reports into a single consolidated annual report: 'Jan_report.pdf', 'Feb_report.pdf', 'Mar_report.pdf', 'Apr_report.pdf', 'May_report.pdf', 'Jun_report.pdf' — all located at {InputDir}. After merging, reorder the pages so the executive summary (currently the last page) appears first, followed by the monthly reports in chronological order. Export the final document as 'annual_report_2025.pdf' to {OutputDir}.
Merge the following monthly financial reports into a single consolidated annual report: Jan_report.pdf’, ‘Feb_report.pdf’, ‘Mar_report.pdf’, ‘Apr_report.pdf’, ‘May_report.pdf’, ‘Jun_report.pdf — all located at {InputDir}. Each PDF has 3 pages, with the last page being the executive summary. After merging, reorder pages so each month’s summary page appears first, followed by the other two pages, while keeping January–June chronological order. Save the final file as annual_report_2025.pdf in {OutputDir}.
{% endpromptcard %}
{% promptcard CreatePdfDocument, EncryptPdf, SetPermissions, ExportPDFDocument %}
Load the sensitive HR performance review document 'performance_review_Q4.pdf' from {InputDir}. Encrypt it using AES-256 encryption with the password 'HR@Secure2025'. Restrict permissions so that only reading and accessibility copy operations are allowed — disable printing, editing, and annotation. Export the secured document as 'performance_review_Q4_secured.pdf' to {OutputDir}.
Expand All @@ -39,7 +39,7 @@ Load the sensitive HR performance review document 'performance_review_Q4.pdf' fr

Create, edit, protect, mail-merge, track changes, and manage form fields in Word documents.

{% promptcards %}
{% promptcards columns=1 %}
{% promptcard CreateDocument, MergeDocuments, ExportDocument %}
Assemble the annual company report by merging the following department Word documents from {InputDir} in order: 'cover_page.docx', 'executive_summary.docx', 'finance_report.docx', 'hr_report.docx', 'operations_report.docx', and 'appendix.docx'. Merge them all into 'cover_page.docx' using destination styles to maintain a consistent look. Export the final assembled report as 'annual_report_2025.docx' to {OutputDir}.
{% endpromptcard %}
Expand All @@ -53,7 +53,7 @@ Load the legal service agreement template 'service_agreement_template.docx' from
Our developer wrote the API release notes in Markdown format — load the file 'release_notes_v3.2.mdx' from {InputDir}, import it into a new Word document to convert it into a properly formatted .docx file suitable for distribution to non-technical stakeholders. Export the document as 'release_notes_v3.2.docx' to {OutputDir}.
{% endpromptcard %}
{% promptcard CreateDocument, GetFormData, SetFormFields, ExportDocument %}
Load the patient intake form 'patient_intake_form.docx' from {InputDir}. First, read all current form field values to see what fields are available. Then populate the form with the following patient information: PatientName='Robert Hayes', DateOfBirth='03/12/1978', InsuranceID='INS-4892-XY', PrimaryPhysician='Dr. Amanda Foster', EmergencyContact='Laura Hayes', Allergies='Penicillin'. Export the completed form as 'Intake_Form_Robert_Hayes.docx' to {OutputDir}.
Load the patient intake form 'patient_intake_form.docx' from {InputDir}. First, read all current form field values to see what fields are available. Then set the form with the following patient information: PatientName='Robert Hayes', DateOfBirth='03/12/1978', Gender='Male', ContactNumber='+1 (214) 555-7834', EmailAddress='Robert.Hayes@example.com', Address='4567 Elm Street, Apt 210, Dallas, TX 75201, United States', InsuranceProvider='Blue Cross Blue Shield', InsuranceID='INS-4892-XY', InsuranceGroupNumber='GRP-10293', Diabetes = "true", EmergencyContact='Laura Hayes', EmergencyRelation='Spouse', EmergencyPhone='+1 (214) 555-4466', Declaration = 'true', PatientSignature='Robert Hayes', FormDate='04/02/2026'. Export the completed form as 'Intake_Form_Robert_Hayes.docx' to {OutputDir}.
{% endpromptcard %}
{% promptcard CreateDocument, GetBookmarks, SplitDocument, ExportDocument %}
Load the comprehensive legal contract bundle 'master_contracts_2026.docx' from {InputDir}. List all bookmarks in the document to identify the section boundaries. Split the document by bookmarks so that each bookmarked region — such as 'VendorAgreement', 'NDASection', and 'SLATerms' — becomes a standalone contract file. Export each split document to {OutputDir}.
Expand All @@ -64,9 +64,9 @@ Load the comprehensive legal contract bundle 'master_contracts_2026.docx' from {

Create and manage workbooks, worksheets, apply formulas, charts, conditional formatting, and data validation.

{% promptcards %}
{% promptcard CreateWorkbook, CreateWorksheet, SetValue, SetFormula, CreateChart, SetChartTitle, SetAxisTitles, ExportWorkbook %}
Create a sales performance dashboard workbook 'sales_dashboard_Q1_2026.xlsx'. Add a worksheet named 'Sales_Data' and populate it with the following Q1 data — headers: (Region, January, February, March, Q1_Total); rows: North (42000, 45000, 51000), South (38000, 40000, 44000), East (55000, 58000, 63000), West (29000, 31000, 35000) — and add Q1_Total formulas summing January through March for each region. Then create a clustered bar chart from the data range A1:D5, positioning it in rows 8–23 and columns 1–8. Set the chart title to 'Q1 2026 Regional Sales Performance', set the category axis title to 'Region', and the value axis title to 'Revenue (USD)'. Enable the chart legend at the bottom. Export the workbook to {OutputDir}.
{% promptcards columns=1 %}
{% CreateWorkbook, CreateWorksheet, AddDropdownListValidation, CreateChart, SetChartElement, ExportWorkbook %}
Load a sales performance dashboard workbook sales_dashboard_Q1_2026.xlsx’ from {InputDir}. Add a worksheet named ‘DataValidation’ and create the List validation in the A1:B3 range and the list names "Excel", "Presentation", "Word", "PDF". Then create a clustered bar chart from the `Sales data’ sheet data range A1:D5, positioning it in rows 8–23 and columns 1–8. Set the chart title to Q1 2026 Regional Sales Performance, set the category axis title to Region, and the value axis title to Revenue (USD). Enable the chart legend at the bottom. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% promptcard CreateWorkbook, CreateWorksheet, SetValue, AddConditionalFormat, SetFormula, ExportWorkbook %}
Create an inventory management workbook 'inventory_status.xlsx' with a worksheet named 'Stock_Levels'. Add headers (SKU, Product_Name, Category, In_Stock, Reorder_Point, Status) and populate it with 10 product rows across Electronics, Furniture, and Stationery categories with realistic stock and reorder data. Add a formula in the Status column that returns 'Reorder' when In_Stock is less than Reorder_Point and 'OK' otherwise. Apply conditional formatting to the In_Stock column (D2:D11): highlight cells in red where the value is less than the reorder threshold (use 10 as the formula threshold for the conditional format). Export the workbook to {OutputDir}.
Expand All @@ -77,16 +77,16 @@ Create a confidential board-level financial model workbook 'board_financial_mode
{% promptcard CreateWorkbook, CreateWorksheet, SetValue, SetFormula, CalculateFormulas, ExportWorkbook %}
Create a new Excel workbook 'budget_tracker_2026.xlsx' with two worksheets named 'Revenue' and 'Expenses'. In the Revenue sheet, add headers (Month, Product_A, Product_B, Product_C, Total) and populate data for January through June with realistic monthly revenue figures. Add a SUM formula in the Total column for each row. In the Expenses sheet, add headers (Month, Salaries, Marketing, Operations, Total) and populate similar monthly data with SUM formulas in the Total column. Force a full formula recalculation to verify all totals. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% promptcard CreateWorkbook, CreateWorksheet, SetValue, SetFormula, CreatePivotTable, ApplyPivotTableStyle, LayoutPivotTable, ExportWorkbook %}
Create a sales analysis workbook 'sales_pivot_analysis.xlsx'. In a worksheet named 'Raw_Data', add the following headers: (SaleDate, Region, Salesperson, Product, Units, Revenue) and populate it with at least 12 rows of realistic Q1 2026 sales transactions spanning 3 regions, 4 salespersons, and 3 products. Then create a pivot table in a new worksheet named 'Pivot_Summary' at cell A3 named 'RegionalSummary' — use Region as the row field (index 1), Product as the column field (index 3), and Revenue as the data field (index 5) with a Sum subtotal. Apply the built-in style 'PivotStyleMedium2' to the pivot table and layout the pivot to materialize the values. Export the workbook to {OutputDir}.
{% promptcard CreateWorkbook, CreateWorksheet, SetValue, SetFormula, CreatePivotTable, ExportWorkbook %}
Create a sales analysis workbook 'sales_pivot_analysis.xlsx'. In a worksheet named 'Raw_Data', add the following headers: (SaleDate, Region, Salesperson, Product, Units, Revenue) and populate it with at least 12 rows of realistic Q1 2026 sales transactions spanning 3 regions, 4 salespersons, and 3 products. Then create a pivot table in a new worksheet named 'Pivot_Summary' at cell A3 named 'RegionalSummary' — use Region as the row field (index 1), Product as the column field (index 3), and Revenue as the data field (index 5) with a Sum subtotal. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

### PowerPoint

Load, merge, split, secure, and extract content from PowerPoint presentations.

{% promptcards %}
{% promptcards columns=1 %}
{% promptcard LoadPresentation, FindAndReplace, ExportPresentation %}
Load the product launch presentation 'product_launch_template.pptx' from {InputDir}. The presentation is a reusable template — replace all occurrences of '[PRODUCT_NAME]' with 'Orion Pro X1', '[LAUNCH_DATE]' with 'May 15, 2026', '[PRICE]' with '$299', and '[TARGET_MARKET]' with 'Enterprise Customers'. Export the customized presentation as 'product_launch_orion_pro_x1.pptx' to {OutputDir}.
{% endpromptcard %}
Expand All @@ -108,7 +108,7 @@ Load the investor pitch deck 'investor_pitch_Q1_2026.pptx' from {InputDir}. Get

Convert documents between different formats including Word, Excel, and PowerPoint to PDF.

{% promptcards %}
{% promptcards columns=1 %}
{% promptcard CreateDocument (Word), ConvertToPDF, WatermarkPdf, ExportPDFDocument %}
Load the signed vendor contract 'vendor_contract_final.docx' from {InputDir}, convert it to PDF for archiving purposes, and then apply a 'ARCHIVED' watermark with 30% opacity across all pages of the resulting PDF. Export the archived PDF as 'vendor_contract_final_archived.pdf' to {OutputDir}.
{% endpromptcard %}
Expand All @@ -124,7 +124,7 @@ Convert the sales conference presentation 'sales_conference_2026.pptx' from {Inp

Extract structured data including text, tables, forms, and checkboxes from PDFs and images as JSON.

{% promptcards %}
{% promptcards columns=1 %}
{% promptcard ExtractDataAsJSON %}
Extract all structured data from the vendor invoice 'invoice_APR2026_00142.pdf' located at {InputDir}. Enable both form and table detection to capture invoice header fields (vendor name, invoice number, date, due date) and the line-item table (description, quantity, unit price, total). Use a confidence threshold of 0.7 for reliable results. Save the extracted JSON to 'invoice_APR2026_00142_data.json' in {OutputDir}.
{% endpromptcard %}
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1 change: 1 addition & 0 deletions Document-Processing/ai-agent-tools/getting-started.md
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Expand Up @@ -253,3 +253,4 @@ Any other provider that exposes an `IChatClient` (Ollama, Anthropic via adapters
- [Overview](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/overview)
- [Tools](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/tools)
- [Customization](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/customization)
- [Example Prompts](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/example-prompts)
7 changes: 7 additions & 0 deletions Document-Processing/ai-agent-tools/overview.md
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Expand Up @@ -58,6 +58,12 @@ The following NuGet packages are required dependencies for the agent tool librar
|[Syncfusion.PDF.OCR.Net.Core](https://www.nuget.org/packages/Syncfusion.PDF.OCR.Net.Core)|OCR Processor|
|[Syncfusion.HtmlToPdfConverter.Net.Windows](https://www.nuget.org/packages/Syncfusion.HtmlToPdfConverter.Net.Windows)| HTML to PDF conversion|

The following functionalities required additional NuGet packages in non-Windows platforms.

- [Office to PDF in Linux platform](https://help.syncfusion.com/document-processing/word/word-library/net/nuget-packages-required#additional-nuget-packages-required-for-linux)

- [HTML to PDF in Cross-Platform](https://help.syncfusion.com/document-processing/pdf/conversions/html-to-pdf/net/nuget-packages-required)

The following NuGet packages are used in the application.

| Package | Purpose |
Expand All @@ -81,3 +87,4 @@ The following NuGet packages are used in the application.
- [Syncfusion Excel Library](https://help.syncfusion.com/document-processing/excel/excel-library/overview)
- [Syncfusion PowerPoint Library](https://help.syncfusion.com/document-processing/powerpoint/powerpoint-library/overview)
- [Data Extraction](https://help.syncfusion.com/document-processing/data-extraction/overview)
- [Example Prompts](https://helpstaging.syncfusion.com/document-processing/ai-agent-tools/example-prompts)
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