How do I use the AI Assistant to summarize KPI changes in a PDF?

Open your PDF in Acrobat. Click the AI Assistant button. Type 'Summarize KPI changes' in the chat box. Read the summary and check the source links.

If my PDF has both old and new KPIs, how can I make sure the AI Assistant summarizes just the changes?

Ask the AI Assistant a clear question, like 'Summarize only the changes in KPIs.' Check the summary for details about what is new or different. Click the source links to see the exact text in the PDF. If needed, ask follow-up questions for more detail about changes.

How is the AI Assistant in Acrobat different from searching for 'KPI changes' with Ctrl+F?

AI Assistant Ctrl+F Search. Gives a summary with key points and clickable sources Shows every place 'KPI changes' appears in the text Understands questions and gives an outline Only finds exact words, not meaning Can answer follow-up questions No follow-up or understanding

Summarize KPI Changes in Adobe Acrobat — How-to & AI prompts

AI prompts

2 ways to ask · copy any one

AExecute — “help me do it”Create the standard one-page KPI summary from today's metrics, convert it to PDF using the…+

Create the standard one-page KPI summary from today's metrics, convert it to PDF using the [template=one-page template], and drop it in the [folder=ops standup folder] so the [role=ops lead] can display it at the morning standup—verify all KPIs match the source sheet.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Before the daily standup, polish the one-page KPI summary so ops accepts it instantly—put delta…+

Before the daily standup, polish the one-page KPI summary so ops accepts it instantly—put delta arrows and percent change next to each KPI, bold any metrics breaching thresholds, and remove any draft comments that would distract the [role=lead].

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid

1
Open Adobe Acrobat and sign in with your Adobe account.
2
Ensure your subscription includes access to the AI Assistant feature.
3
If using Acrobat desktop, go to the Edit menu, select Preferences, and check for a Generative AI section to confirm the feature is enabled.
4
Open the PDF document you want to summarize.
5
Locate and select the AI Assistant panel or button, typically found in the right-hand sidebar or toolbar.
6
In the AI Assistant interface, type or select the option to generate a summary of the entire document.
7
Wait for the AI Assistant to process the PDF and display a concise, structured summary of the main points.
8
Review the summary and, if needed, copy or export it for your records.
Best practiceFor sensitive documents, review Adobe's privacy settings and consider whether to use the AI Assistant, as summaries may be processed in the cloud.

In the appWith the API

You can quickly get a structured summary of any PDF by using the AI Assistant panel in Acrobat without reading the entire document.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page

KPIA KPI is a Key Performance Indicator, which measures how well something is working.ExampleOur marketing team tracks website traffic and conversion rates as their main KPIs.

AI AssistantA tool in Acrobat that lets you ask questions about your PDF and get answers with source links.ExampleYou ask the AI Assistant, 'What are the main conclusions?' and it provides a summary with page numbers.

SummaryA summary is a short version that gives the main points of something longer.ExampleThe report included a summary of the year's financial performance on its first page.

The real tasks

the one, listed here

Put together the standard one-page summary of KPI changes for the daily ops standup

FAQ

about this task

Open your PDF in Acrobat.
Click the AI Assistant button.
Type 'Summarize KPI changes' in the chat box.
Read the summary and check the source links.

A KPI, or Key Performance Indicator, is a number or measurement that shows how well a company or team is doing in an important area. In business reports, KPIs help people see progress and decide what needs to improve. Tracking KPIs helps businesses reach their goals.

Ask the AI Assistant a clear question, like 'Summarize only the changes in KPIs.'
Check the summary for details about what is new or different.
Click the source links to see the exact text in the PDF.
If needed, ask follow-up questions for more detail about changes.

Checking the source links is important because the AI Assistant's summary may not always capture every detail or may miss complex information. By clicking the links, you can see the real text in the PDF and make sure the summary is correct. This is especially important for business or legal decisions.

AI Assistant	Ctrl+F Search
Gives a summary with key points and clickable sources	Shows every place 'KPI changes' appears in the text
Understands questions and gives an outline	Only finds exact words, not meaning
Can answer follow-up questions	No follow-up or understanding

Summarize KPI Changes

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help