How can AI Assistant help me summarize a board narrative quickly?

Open your board narrative PDF in Acrobat. Click the 'AI Assistant' button. Select 'Generate AI summaries'. This gives you an outline and key insights with links to the original text. This saves time by highlighting the most important parts for your board narrative.

What is the main purpose of AI Assistant in Adobe Acrobat?

The main purpose of AI Assistant is to help you understand and get information from your PDF documents faster. It can answer questions, summarize content, and find insights, making it easier to work with long or complex files.

If I have multiple documents for a board meeting, can AI Assistant help me get insights from all of them at once?

Yes, AI Assistant can help with this using 'PDF Spaces'. You can upload up to 100 PDFs, Office files, notes, transcripts, or web links into a Space. Then, you can ask questions and get insights that cover all these documents together, which is very useful for preparing for a board meeting with many sources.

Why is it important that AI Assistant provides source citations for its answers?

Source citations are very important because they let you check where the AI Assistant got its information. This means you can trust the answers more, as you can click the link and see the exact part of the document. It helps you confirm facts and makes sure the AI isn't just guessing, especially for important board narratives.

How does AI Assistant compare to just reading a PDF by myself for understanding a document?

Feature AI Assistant Reading Manually. Speed Very fast for summaries and answers. Can be slow, especially for long documents. Key Insights Generates outlines and main ideas quickly. Requires careful reading and note-taking to find them. Information Check Provides source links to verify answers. You find and check information yourself. Question Answering Answers specific questions directly from the document. You must read and find answers yourself. Judgment Surfaces and summarizes, but human judgment is needed. Full human judgment applied throughout.

Integrate AI Assistant with third-party productivity tools in Adobe Acrobat — How-to & AI prompts

AI prompts

3 ways to ask · copy any one

AExecute — “help me do it”Help me connect Acrobat with [app] so I can [goal]…+

Help me connect Acrobat with [Power Automate/Salesforce/Teams/other app] so I can [describe what you want to happen, like send files or get alerts].

when the reply comes backWould you like tips on automating more tasks with Acrobat?

BImprove — “do it better”How can I make my Acrobat and [app] integration work better…+

How can I make my Acrobat and [Power Automate/Salesforce/Teams/other app] integration work better for [describe your workflow or goal]?

when the reply comes backNeed help setting up notifications in Teams or email?

CDecide — “help me choose”Which tool should I connect Acrobat with for [goal]…+

Which tool should I connect Acrobat with for [describe your goal, like sharing files or tracking comments]—Power Automate, Salesforce, or Teams?

when the reply comes backWant to learn how to track Acrobat activity in Salesforce?

How to do it

the tool · the steps · what to avoid

1
Open your PDF file in Adobe Acrobat Pro (desktop app).
2
Look for the AI Assistant panel or button, typically located in the right-hand toolbar or as a floating button.
3
If you do not see the AI Assistant, go to the Edit menu and select Preferences.
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
Return to your PDF and click the AI Assistant button to activate it.
6
Type your question or prompt about the PDF content into the AI Assistant input box and press Enter.
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.

In the appWith the API

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

IntegrationConnecting two different apps so they work together automatically.ExampleThe integration between the calendar and email apps sends meeting invites automatically.

Power AutomateA Microsoft tool to connect apps and automate tasks.ExamplePower Automate can automatically save email attachments to your cloud storage and notify you.

Third-party toolAn app or service that is not made by Adobe, like Salesforce or Teams.ExampleYou use a third-party tool like Dropbox to share a PDF that was created in Adobe Acrobat.

The real tasks

the one, listed here

I have 48 hours to prep a clean narrative for the board and I want the right causal story, not a scattershot list.

FAQ

about this task

To connect Acrobat with Power Automate, you usually need to use a connector or integration option provided by Microsoft or Adobe. This lets you create flows that can move files, send notifications, or start actions in Acrobat based on triggers in other apps.

Integrating Acrobat with Salesforce helps you save time by automatically sending signed documents, contracts, or forms straight into your Salesforce records, so you don’t have to upload them by hand.

Yes, if you connect Acrobat with Teams using a tool like Power Automate, you can set up alerts so you get a message in Teams whenever someone comments or edits a PDF.

Power Automate is better if you want to set up complex automatic actions between Acrobat and many other apps. Teams is helpful if you mostly want to get chat notifications or share files with your team.

Using third-party integrations lets you work faster by connecting Acrobat to the other tools you use every day, so you can move files, get alerts, and track actions without switching apps.

Integrate AI Assistant with third-party productivity tools

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help