◆ Acrobat · edit

Finalize Site Program

Confirm project requirements and budget with [client=Maria Gutierrez], the client, before I finalize the site program—…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Confirm project requirements and budget with [client=Maria Gutierrez], the client, before I…+
Confirm project requirements and budget with [client=Maria Gutierrez], the client, before I finalize the site program—email the combined brief and current cost estimate as one PDF and ask for written confirmation by [deadline=next Wednesday]; check numbers match the cost table first.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I send this to [contact=Maria] in Client Services, make approval easy—put the total…+
Before I send this to [contact=Maria] in Client Services, make approval easy—put the total budget and any scope changes on the first page, highlight items that exceed the original estimate, and add a one‑line decision question clients can sign or reply to so procurement doesn't push back.
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. 1

    Open your PDF file in Adobe Acrobat Pro (desktop app).

  2. 2

    Look for the AI Assistant panel or button, typically located in the right-hand toolbar or as a floating button.

  3. 3

    If you do not see the AI Assistant, go to the Edit menu and select Preferences.

  4. 4

    In Preferences, look for AI settings; if present, enable the checkbox to turn on the AI Assistant.

    Best practiceIf the AI Assistant is not visible after subscribing, restarting Acrobat may be required for the feature to appear.

  5. 5

    Return to your PDF and click the AI Assistant button to activate it.

  6. 6

    Type your question or prompt about the PDF content into the AI Assistant input box and press Enter.

  7. 7

    Review the AI Assistant's response, and use the provided options to ask follow-up questions or copy the answer.

    CautionSensitive documents may be processed by Adobe servers when using AI features; review your organization's data policies before enabling.

You can use the AI Assistant to quickly summarize, search, or ask questions about the content of your open PDF without leaving Acrobat.

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

Glossary

words on this page
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.
Source CitationsThese are links that show you exactly where information came from in your document.ExampleClicking on the bracketed numbers in the report reveals the source citations for the data.
PDF SpacesA feature that lets you ask questions and get answers from many documents at once.ExampleUsing PDF Spaces, you ask a question about company policy and get answers from various internal documents.

The real tasks

the one, listed here
Confirm project requirements and budget with the client before finalizing the site program.

Who does this

3 roles
Knowledge WorkerResearch AnalystProject Manager

FAQ

about this task
  1. Open your 'Site Program' PDF in Acrobat.
  2. Click the 'AI Assistant' button.
  3. Choose 'Summarize document'.
  4. Review the generated outline and key insights.

The main purpose of AI Assistant is to help you understand documents faster and get answers to your questions directly from your PDFs. It can summarize long documents, chat with you about content, and even work across many files, making it easier to find and process information quickly.

Yes, if your 'Site Program' PDF has many technical terms, you can ask AI Assistant to explain them. Simply type your question into the chat, for example, 'What does [technical term] mean in this document?' The AI will use the information within your PDF to provide an explanation, often with source citations so you can verify the context. This helps clarify complex language without leaving your document.

You should always check the source citations provided by AI Assistant because it ensures the information is accurate and comes directly from your document. While AI is powerful, it's not perfect. Checking sources helps you confirm facts, understand the full context, and avoid making decisions based on potentially misunderstood or incomplete summaries. This makes the AI's help more reliable.

FeatureScopeBenefit
Single PDF QuestionsAsks questions only about the open PDF.Get detailed answers and summaries from one document.
PDF SpacesAsks questions across up to 100 PDFs/Office files/web links.Get insights and answers by comparing information from many related documents at once.

Sources

where this comes from
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