◆ Acrobat · protect

Establish Retention Rules

Add [label=Bates numbers] to archived [document=campaign PDFs] and save them to [storage=Google Drive] with the naming…

2heights
4tasks
2roles do it
See the prompt↓More protect workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Add [label=Bates numbers] to archived [document=campaign PDFs] and save them to [storage=Google…+
Add [label=Bates numbers] to archived [document=campaign PDFs] and save them to [storage=Google Drive] with the naming convention [naming=CampaignName_Year_Version] so materials meet retention requirements.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Turn the archive into a legally usable record — apply [label=Bates numbering] across all…+
Turn the archive into a legally usable record — apply [label=Bates numbering] across all [document=campaign PDFs], enforce a naming rule [naming=CampaignName_YYYY_v#], embed metadata for retention dates, and save to [storage=Google Drive] so legal holds and searches work predictably.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them
Establish retention and naming rules so archived campaign materials are findable and meet legal hold requirements.
Establish retention and access rules with IT so closed transaction files are preserved for compliance but only certain staff can view sensitive financial details.

Who does this

2 roles
Campaign ManagerReal Estate Agent

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Acrobat — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.