All guides

Prepare documents for AI without losing structure

A practical workflow for turning business documents into organized prompt context for ChatGPT, Claude, Gemini, and Copilot.

For knowledge workers combining PDFs, Office files, emails, and text notes into one prompt.

Workflow

  1. 1Upload files in the order you want the AI tool to read them.
  2. 2Choose Markdown for general prompting or JSON when downstream tooling needs structure.
  3. 3Review the output before pasting it into an AI tool.
  4. 4Ask the AI model to cite filenames and sections when it uses the extracted context.

Extraction tips

  • Keep the first prompt focused on a specific decision or deliverable.
  • Split very large batches into separate prompts by topic.
  • Use post-processing when you need normalized whitespace or redacted personal data.