◆ Acrobat · fill

Urgent Expense Totals Needed

I have an expense form with handwritten entries and coffee stains; the ledger closes at [deadline=4pm] and the bookkee…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”I have an expense form with handwritten entries and coffee stains; the ledger closes at…+
I have an expense form with handwritten entries and coffee stains; the ledger closes at [deadline=4pm] and the bookkeeper can’t read parts of it. Tell me how to quickly extract and verify the total so it’s safe to pass on (what to check on the form, how to confirm math, and what supporting image to include). If you spot anything that looks fraudulent or mismatched, say how to flag it and the exact words to use to escalate to [person=Sarah in finance].
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 document in Adobe Acrobat (desktop, web, or mobile).

  2. 2

    Ensure you are signed in with an Adobe account that has an active AI Assistant subscription.

  3. 3

    If using Acrobat desktop and the AI Assistant is not visible, open the Edit menu, select Preferences, and check for a Generative AI section to enable the feature if available.

    Best practiceIf you do not see the AI Assistant, updating Acrobat or enabling it in Preferences may be required.

  4. 4

    Locate and select the AI Assistant feature (look for a button or panel labeled AI Assistant in the Acrobat interface).

  5. 5

    Type your question about the PDF content into the message field provided by the AI Assistant.

  6. 6

    Select the Send button or press Enter to send your question.

  7. 7

    Review the AI Assistant's answer, and if needed, continue the conversation by asking follow-up questions or requesting clarifications.

    Best practiceFor sensitive documents, avoid submitting confidential information, as AI-powered features may process data outside your local device.

You can interact with the AI Assistant panel to quickly extract key information or clarify details from your PDF without reading the entire document.

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
The bookkeeper called: they need totals from a messy expense form this afternoon to close the day’s ledger.

Who does this

3 roles
Research AnalystLegal AssistantProject Manager

FAQ

about this task
  1. Open your expense PDF in Acrobat.
  2. Click the 'AI Assistant' button.
  3. Type your question, like 'What is the total of all expenses?' in the chat box.
  4. AI Assistant will show you the answer with links to the PDF.

The main benefit of AI Assistant is getting quick answers and insights from your documents, even across many files, with reliable source citations. This means you can quickly understand complex information without reading every page, and you can always verify the AI's answer by checking the original document. It saves a lot of time and makes information retrieval much more efficient.

AI Assistant works best with PDFs that contain selectable text. If your expense report is a scanned image without text recognition (OCR), the AI might not be able to 'read' the numbers to find totals. You might need to first convert the scanned image to a searchable PDF using Acrobat's OCR feature before AI Assistant can process it effectively. Always ensure your document has readable text.

AI Assistant includes source citations so you can check where its answers come from in your PDF. This makes the answers trustworthy because you can always see the original text. It helps you confirm the information and ensures you are making decisions based on accurate data, not just what the AI says.

FeatureAI AssistantManual Search
SpeedVery fast, gives direct answers.Can be slow, requires reading.
ComplexityUnderstands questions, summarizes.Only finds exact words or phrases.
Multiple DocumentsCan work across up to 100 documents.Must search each document separately.
InsightsProvides summaries and key insights.No automatic summaries or insights.
Source VerificationLinks directly to sources in PDF.User must find context manually.

Sources

where this comes from
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, forum demand signals.