PDF Modes at a Glance
| Mode | What You Get | Best For |
|---|---|---|
| Convert to Taskade | Structured project | Reports, manuals |
| Summarize with AI | Bullet summary | Long whitepapers |
| Agent Knowledge | Searchable memory | Reference docs |
| Project Context | Generation seed | New AI projects |
For background on document AI workflows, see Custom AI Agents/GPTs.
Convert PDF Into Projects
💡 Note: Visit Convert to Taskade & Summarize with AI to learn more.
- Click the ➕ Create new button in your workspace/folder (top-right corner).
- Choose Import from the drop-down menu.
Choose one of the available options:
- Convert to Taskade: Convert the file into a structured project.
- Summarize with AI: Summarize the file in a new project.
Drag your files into the box or click to upload.
- Wait for the importer to finish.
- Click ➕ Create Project to create a new project.
Add PDF as AI Agent Knowledge
💡 Note: Visit Agent Knowledge & Data to learn more.
- Go to workspace/folder.
- Navigate to the AI Agents tab.
- Select the agent you want to fine-tune using your file.
- Click the arrow next to the name of the agent.
- Click Edit agent.
Select the Knowledge tab from the menu on the left.
Use the toggle to enable agent knowledge.
- Drag your files into the box or click to upload.
- Click Add Media to add attachments from your folders/workspace.
Use PDF as Project Context
💡 Note: Visit AI Project Studio to learn more.
- Go to your workspace/ folder.
- Click ➕ Create new (top-right corner).
- Choose AI Project from the drop-down list.
- Describe the project you want to generate, or use one of the templates.
- Click 📎 Upload Files and upload your .pdf files.
- Click ➤ or press ⌨️ Enter to generate the project.
💡 Tip: Imported content becomes part of your Workspace DNA — your AI agents can learn from it and your automations can act on it.