Productivity

Working With Documents

Anything to do with document files — sending them, receiving them, creating them from scratch, reading or extracting data from them, or editing them. Use when: (1) someone has attached a file to an email/SMS/Slack message and you need to download it with `agent download` to read or analyze its contents; (2) you're sending an email or MMS and need to attach a file (`agent email send --attachment …`, `agent sms send --media …`); (3) you've been asked to create a new spreadsheet, slide deck, PDF, business report, or proposal; (4) you need to extract text, tables, or data from a PDF or Excel file, or do spreadsheet work (formulas, pivots, charts); (5) you're editing existing document files (merging PDFs, OCR, password-protecting, format conversion). Covers PDFs, Excel/CSV, PowerPoint, general business documents, and attachment handling end-to-end. For documents that live inside Notion or Linear specifically, use `working-with-notion` or `working-with-linear` instead.

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